Anthony Stafford
Migration Manager
Experience
Migration Manager
Sofgen
- Developing approach of ETL and implementing automation of migration from multiple source systems to multiple location points in the destination architecture
- Completing DMS for each product and activity
- Identifying the mathematics behind the migration to assist the reconciliation of the results
- Migrating into the new applications: Transact, FCM and TAP Wealth
Relationship Manager
Sofgen
- Providing business and application support to the region’s sales teams
- Countries covered: UAE, Saudi Arabia, Qatar, Bahrain, Oman, Kuwait, Lebanon, Jordan
- Role covers sales visits, RFP responses, SOW, project planning, project management and program monitoring
Project Manager
Sofgen
- Negotiated and agreed the SOFGEN statement of work and contract
- Built the bank’s target operating model (TOM)
- Managed the bank’s business stream during the analysis and design phases in vendor process–led workshops
- Designed and built end-to-end process designs for the bank based upon BIAN principles
- Developed phase two of the target operating model
Enterprise Architect
Sofgen
- Developed end-to-end process validation on more than 500 applications
- Produced enterprise artifacts to identify the interface structure between applications, with over 10,000 records identified
- Fully loaded applications and interfaces into a System Architect tool
- Produced the first ever integrated schema of the bank’s landscape
- Validated functional processes from channel of origination through to customer, accounting and message creation
- Produced the roadmap to reach the enterprise target landscape
- Proposed discrete and self-contained projects to merge and reduce the number of applications and interfaces
Enterprise Architect
Sofgen
- Engaged as enterprise architect for the replacement of all core legacy applications
- Assisted the bank in understanding and converting standard commercial banking functions into Islamic products with profit sharing allocation based on product risk
- Mapped the bank’s business plan to a system strategy
- Adopted enterprise processes to bring dispersed applications into a strategic landscape supporting Islamic banking principles
- Compared business direction to create a new target IT landscape
- Developed an enterprise roadmap from old infrastructure to new target landscape including channel technology adoption, SOA support and security management improvements
- Designed and managed RFP and tender document creation for application selection to complete the defined roadmap
Business Architect
Sofgen
- Performed a full review of user requirements
- Established estimates for gap development
- Reviewed existing projects within the group and established a roadmap for integrating similar business activities across entities
- Produced a development approach to support all offshore units
- Developed core developments for the group as a whole
- Created country-specific artifacts to support regional reporting requirements
- Developed and presented an enterprise design approach to reduce redundant development across business centers
Consultant
Sofgen
- Produced statements of work for delivery of solutions covering individual module deliveries, upgrades and complete package solutions
- Estimated functional gap development, interface connection, testing and training
- Held discussions with clients and presented the final scope and delivery timetable
- Analyzed problem projects and recommended solutions
- Prepared solutions in the form of statements of work, contracts and revised project plans
Pre-Sales Consultant
Sofgen
- Produced proposals for implementations, upgrades and audits across Europe, America, Asia and Asia/Pacific regions
- Produced company methodology documents including testing, migration and requirements collection
Business Architect
Sofgen
- Served as business architect for the critical enhancement program delivering changes in user requirements
- Analyzed and designed business requirements for commercial lending, corporate actions, Japanese fund accounting and a data services platform
- Supported sales initiatives in the Asia Pacific countries
Technical Consultant
Tatra Banka
- Upgraded the Temenos system from G13 to R06 including lending and security trading positions
- Set up a team for the euro conversion project
Program Manager
Acorn Consultants
- Led and managed T24 R08 implementations in the Balkans region
- Developed solutions for archival systems
- Provided outsourced managed services
- Managed several bespoke migrations to and from various banking systems
- Managed the transformation of International Master Publishers to a full outsourced strategy
Technical Consultant
HVB
- Implemented brokerage systems to support HVB’s investment and custody business
Technical Consultant
Erste Bank
- Implemented and migrated services to support the bank’s transfer from IBIS (financial objects) to Symbols
Project Manager
Nova Ljubljanska Banka
- Led and managed the selection and implementation of a package for the bank’s retail, wholesale and corporate businesses
- Selected and implemented BANCS for retail business and Globus for wholesale and corporate business
- Implemented modules including Branch Teller, Deposits, Loan Tracking and Retail Accounts
- Negotiated selection and finalized contracts on behalf of the bank
- Created the project team structure and designed testing and migration strategies
Technical Consultant
Various Czech Banks
- Completed projects with Československá obchodní banka a.s., Česká spořitelna a.s., COOP Banka, Foresbanka, První Městská banka, Českomoravská záruční a rozvojová banka, Union Banka a.s., Giro Credit (Erste Bank), Expandia Banka Inc.
- Implemented wholesale markets, commercial and syndicated lending, trade products, guarantees, collections, treasury, retail accounting, and Czech reporting requirements
- Implemented Vertex (TVS) wholesale banking application, CBA (IBAS) trade finance and related transactions wholesale products and developed an interface with the existing general ledger at Česká spořitelna a.s.
- Implemented a wholesale system at Union Banka a.s., developed an interface for the existing general ledger, and migration and integration strategies for automated migration tools
- Provided SAP general ledger implementation support
- Involved in evaluation and selection of a suitable banking application for Expandia Banka
Project Manager
Bank Hapoalim
- Implemented various systems including the entire conversion and provided data transfer using a PC interface
- Advised on lending strategy
Technical Consultant
Girobank Plc.
- Implemented financial futures, securities trading module, and management information system
- Converted IBIS from version 4.2 to 4.4
Summary
I have more than 35 years’ experience in the banking industry across Wholesale Corporate Banking, Retail Banking, Islamic Banking, Capital Markets and Fund Management domains. I have been involved in numerous banking system implementations as Program Manager, Enterprise Architect, Business Analyst and Technical Consultant. I have been largely responsible for early design and legacy replacement planning to ensure that full infrastructure cover is maintained before, during and after implementation.
I have an excellent knowledge of Transaction Accounting, Treasury, Securities, Lending, Branch Activities and General Ledger, including all levels of internal and external reporting requirements. Skill in Application Architecture and in the use of Channels supported by SOA utilities to support the financial industry’s need for E2E processes with little or no user intervention while performing straight-through-processing from Channel to Reporting.
As a former Director of Operations for a medium-sized international bank in London, I have applied this experience to assist clients in the redesign of entire processes and in the selection of vendors for system implementations. In several cases I have been a driving force in identifying, reviewing, selecting, negotiating and managing the transition to managed outsourced services. Currently I am responsible for project planning, project management and program monitoring across the Middle East region.
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