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Case Study · Financial Services

Technology Project Management:
Digital Transformation

Providing advanced project management expertise for a large financial institution's digital transformation initiative — including a greenfield data center build-out and a brownfield data center upgrade.

Client

Large financial institution

TPM-300x211

182 switches

Racked, stacked, and connected to enable agile and ease-of-use applications

2 projects delivered

Both projects executed and delivered in tandem — greenfield and brownfield

Consultant expertise

Senior Solutions Consultant with 10+ years in IT for financial institutions

Adopted enterprise-wide

iSeek’s methods, tools and techniques adopted by the financial institution across the rest of the project

The challenge

Three management challenges across a complex multi-vendor transformation

A transformation effort of this magnitude required multiple vendors. Each vendor had individual timelines to perform their activities — requiring advanced technical use of scheduling tools such as Microsoft Project.

Challenge 1

Integrating individual vendor timelines into a complex master schedule to account for task and activity management

Challenge 2

Identifying, capturing, and monitoring project issues — the PMO’s internal tracking application was not accessible to external vendors

Challenge 3

Project communications to external vendors — the PMO lacked suitable tools to manage performance and milestones effectively

The Firm’s engineers are highly skilled at architecting and implementing solutions — but the Firm is not in the project management business. To support a Fortune 500 customer with an enterprise PMO, the Firm needed equal expertise in this arena.

The requirements

Five capabilities required from a professional project management consultant

The Firm needed a skilled resource who could collaborate with the financial institution’s PMO, adhere to their formal methodology, and gain buy-in immediately with its detail-oriented engineering staff. The expert consultant needed to:

  • Elicit engineering tasks and activities needed to rack, stack and connect networking equipment in data centers
  • Develop and maintain the timeline of activities and track to closure
  • Assimilate the timeline into the master schedule
  • Collaborate with external vendors to identify and manage dependencies
  • Act as point of contact to the financial institution for the Firm's status, risk and issue management
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The solution

iSeek provided Michael Dale — a certified PMP with 10+ years in IT for financial institutions — to deliver advanced schedule management and coordination

After researching potential options, the Firm turned to iSeek Solutions to address the engagement's need for advanced project management expertise. Michael met the Firm's background and experience requirements and contributed by showing value immediately.

Michael Dale

Senior Solutions Consultant, iSeek Solutions
Certified project management professional — 10+ years in information technology for financial institutions

Advanced techniques administered:

iSeek PMO Assessments consist of 11 key areas of observation by which best practices can be measured, garnered from decades of evidence-based study and hands-on experience. Benchmark data from successful PMOs was used to compare the University’s level of maturity.
  • Redevelopment of the Firm's MSP schedule to include major milestones, deliverables and tasks with relational links to customer and vendor predecessor and successor tasks
  • Collaboration with the financial institution's PMO to create a streamlined structure and process for maintaining their detailed master schedule covering all vendors
  • Refinement of existing performance dashboards to align with major milestones and deliverables
  • Development of a method to track risks, issues and dependencies — adopted by the financial institution's PMO and used for all external vendors

Recommendations

iSeek provided recommendations based on best practices and industry standards commensurate with similar institutions who experience high levels of project portfolio performance. Deliverables included a robust report with Likert scale grading based on a Capability Maturity Model (CMMI) for Project Governance, and a phased roll-out plan of simple, achievable, and quantifiable next steps allowing for ease-in-effort implementation.

2 projects

Both executed and delivered in tandem — greenfield and brownfield

Acknowledged

Financial institution noted Michael’s performance regarding schedule management

Adopted

iSeek’s methods, tools and techniques adopted across the rest of the project

Established

Work efforts kept aligned with the financial institution’s expectations and goals

The results

Both projects delivered in tandem — with iSeek's methods adopted enterprise-wide

iSeek assisted in effectively managing and controlling project scope for two of the Firm’s projects. Both projects were executed and delivered in tandem. iSeek’s contributions included establishing clear communication, along with tools and techniques to ensure work efforts remained aligned with the financial institution’s expectations and goals for each project. iSeek met its client’s project management needs, but also went beyond by providing methods, tools and techniques that the financial institution adopted across the rest of the project.

The Planning, Engineering and Permits Department is very appreciative of the leadership Robyn White from iSeek Solutions provided as we tackled a major upgrade to our GIS Enterprise System. Our team was able to focus on the technical details as iSeek Solutions provided project management support and worked diligently to ensure the project was a success. We are grateful for the support we received from iSeek Solutions to help us grow and continue to expand our GIS services across City departments and to our citizens.

Planning, Engineering and Permits Department
City of Birmingham, Alabama

Ready to bring certified project management expertise to your next digital transformation?

iSeek Solutions provides senior-level technology project management for complex, multi-vendor initiatives.

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