Project Associate

The client is developing the GENO Process Portal application together with the BVR. During development, the strategic direction of the new operating model and the requirements of the other process suppliers are taken into account. In the target state, the application helps banks increase transparency and control processes and process solutions. For service providers, it creates a development and sales platform.

Design of the GENO Process Portal application

Support in the functional design of the GENO Process Portal application

Support in the process integration of the application

Team size: 10 members

Domain applications and process management tool: ADONIS NP

System environment: Agree21, JIRA, Confluence

The group is moving towards a modern, process-oriented written order. As part of the implementation, the existing set of instructions is analyzed and evaluated with the goal of agreeing on and rolling out an efficient document and process architecture with the stakeholders.

Analysis of the existing document structure

Analysis of the existing processes

Agreeing on the target architecture

Creating principle documents and processes

Training the employees

Team size: approx. 5 members

Domain applications and process management tool: BIC Cloud

Support in designing and rolling out the EAM application for process management in the context of the SAP S4/Hana migration.

Support in analyzing the existing processes

Support in customizing the EAM application

Communication and coordination with all stakeholders in the development process

Team size: approx. 100 members

Domain applications: EAM Hexagon

System environment: JIRA, Confluence, SAP MM, SAP CRM

Together with the client, the existing lead-to-cash process was analyzed and designed based on defined KPIs (mainly automation, customer experience).

Support in evaluating the existing process

Support in evaluating potential automation elements

Support in designing the target process

Support in ensuring the conformity of the 3 LoD

Team size: core team of 5 employees

Business applications and process management tool: SAP Signavio

System environment: JIRA, Confluence

Together with the client, the new interpretation and application notes of BaFin on the Anti-Money Laundering Act (GwG) are compared with the existing payment transaction processes. Then the requirements are integrated into the existing processes and gradually automated.

Support in evaluating the interim process

Support in evaluating the BCM

Conducting gap analyses regarding redundancies and inconsistencies

Support in optimizing the existing process

Support in automating the existing process

Team size: 20 employees

Business applications and process management tool: Adonis NP

System environment: JIRA/Confluence, SAP FI

The client uses a jointly developed application to efficiently connect the external service provider for video identification and the CRM. The application was designed, developed, tested and put into production together with the client.

Designing the video identification application

Supporting the process integration of the application

Designing and coordinating the User Acceptance Test

Team size: 6 members

Specialist applications and video identification application

System environment: JIRA, Confluence

As part of the ongoing digitalization, MBS took early steps to stay future-proof in a changing market environment. The project's goal was to build a target authorization concept and create full transparency over the required and recommended roles for all processes.

Project control and project communication

Supporting compliance with the 3 LoD

Team size: 2 members

Process management tool: ibo Prometheus

The client uses process management as a strategic tool to visualize and control workflows. During the Signavio training, participants were taught method skills for documentation.

Designing the training concept for BPMN 2.0

Delivering the training

Follow-up of the training

Team size: 2 members

Process management tool: SAP Signavio

The bank is moving towards a modern, process-oriented written order. As part of the implementation, the current processes are captured and the existing instructions are transferred to the new "SfO". This also includes creating, updating, and separating mandatory and non-mandatory content, approving and publishing processes, considering regulatory requirements (including MaRisk), capturing and maintaining optimization opportunities, and handing over to the process owner.

Support in tool selection

Drafting and aligning the policy documents

Drafting and agreeing on a modeling convention

Developing and aligning a draft process map for the entire bank

Performing GAP analyses regarding redundancies and contradictions

Developing a concept for an internal control system (ICS)

Support for 3 LoD compliance

Training sessions for staff

Moderating process capture workshops

Facilitating workshops for transferring instructions to the new written order

Team size: 5 members

Process management tool: ADONIS NP

System environment: Agree21

As part of reorganizing the organizational unit, TeamBank wants to train the staff in the organizational department not only in process management skills but also in methods. This enabled participants to adapt their facilitation skills to the needs of the department's restructuring.

Clarifying TeamBank's individual requirements

Conducting the training

Follow-up after the training

Team size: 3 members

The bank plans to be future-proof and process-oriented in the area of written documentation. The goal of the project was to identify the need for action and optimization and to create full transparency over the required and recommended adjustments to the written documentation.

Drafting a process map

Reviewing and assessing the existing written documentation

Identifying improvement opportunities

Conducting gap analyses regarding redundancies and contradictions

Creating a project plan for implementation

Team size: 5 members

The bank will rely on a modern, process-oriented written documentation system. As part of the implementation, the current processes are captured and the existing instruction system is transferred into the new organizational handbook. This also includes creating, updating, and separating instructional and non-instructional content, approving and publishing processes, considering regulatory requirements (including MaRisk), recording and maintaining optimization opportunities, and handing over to the process owner.

Facilitating process capturing workshops

Managing the overall process capturing

Refining the concept based on new requirements

Team size: 4 members

Process management tool: ADONIS NP

The bank plans to be future-proof and process-oriented in the area of written documentation. The goal of the project was to identify the need for action and optimization and to create full transparency over the required and recommended adjustments to the written documentation.

Drafting a process map

Reviewing and assessing the existing written documentation

Identifying improvement opportunities

Creating a project plan for implementation

Team size: 3 members