KOINEX
CONSULTANCY LTD email: info@koinex.com
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Thursday, 19 October 17

Challenge
Launch of a new wealth management service delivered through tied financial planners.

Solution
Appointed as IT programme manager to deliver all the technology required to support the new service. The work required careful coordination of several streams of activity, including:

  • Selection and implementation of a new point-of-sale financial planning tool and implementation of Siebel.
  • Upgrade and conversion of the administration system from unit trusts to OEICS.
  • Installation and development of a new reporting system and upgrade of the management information and sales reporting tools.
  • Installation of the required hardware and telecommunications infrastructure.

Value
The project was brought in on time in only 10 months and within the £15m budget.


Challenge
Introduction of project management disciplines to provide sustainable improvement in project delivery capability.

Solution
Working closely with all the stakeholders, defined and established new project manager roles and a project management methodology. Developed and managed an innovative training programme to improve project related skills in both IT and business departments. Developed formal IT methods and standards and introduced change control procedures.

Value
A significant improvement in the organisation’s project delivery capability together with a shared understanding of project requirements across both business and IT departments.


Challenge
Integration of two separate finance functions following the acquisition and merger of two Paris based subsidiaries.

Solution
Project managed the integration of the two finance functions involving 130 people. Managed streams responsible for account reconciliation, systems rationalisation and implementation of new quality procedures. Particular responsibility for employee communications and stakeholder engagement in Paris, London and the USA.

Value
Successful integration of two functions and implementation of common procedures and systems.