Project Requirements for the Depository Trust and Clearing Corporation, a subsidiary of New York Stock Exchange.
User Requirements. The client has a long, paper based process for new applicants who wish to join the New York Stock Exchange, or change their current status. The process involves a complex approval process that goes through the hands of tens of people and requires additional research to be appended, and ultimately approved by a members of the board with the original application scanned and stored in a document management system.
There has been too much room for error, up to now, with sticky notes and memo's going back and forth with the paper dossier, and the process takes too long, and it is not obvious how many applications are in the process and what stage of the approval process they are in.
Finally, the company DTC has just merged with NSCC forming DTCC, with incompatible systems, different grids to define Products & Services in different (DB2) systems, and a flexible system was required to merge both these systems into one and allow for future additions.
|1.) Gather user requirements. Document with Visio and MS
Project the current process and the desired future process.
Identify difficult technical hurdles early on. Suggest range of possible solutions to these.
|2.) Provide Pilot application, to enable users to visualize the basic structure of their application. This to permit additional comments and enhancements to user requirements gathering. (Steps 1 and 2 took a little over 3 months)|
|3.) The complex nature of the workflow required a Workflow Engine. It was decided, by IT management to build one in-house rather than buy from 3rd party suppliers. This to be generic enough to be re-used with other workflow problems of the company. This in itself took 3 months to develop, as a Notes application with complex Lotus Script functions.|
Due to an outsourcing deal between DTCC and Anderson Consulting, the IT function was handed over to Anderson Consulting and they took on to themselves to complete this project. Internal Management references are available to compare my contributions to this project, with theirs.
|Full CV can be
|| Summary CV can be