Technology Optimization

$1.4B Financial Services

Background

  • CFO and CHRO of a mid-sized bank sought an experienced IT leader to stabilize an ERP deployment and establish an ongoing support team
  • The new ERP needed enhanced change control practices and a support team
  • Issues with the integration and data shared between finance from HR

Contributions

  • Performed a COBIT assessment
  • Created a strategy to remediate deficiencies
  • Hired two new staff members
  • Designed and implemented a change control process using ServiceNow
  • Defined a M&A playbook for onboarding a new company into the new ERP
  • Managed the day 1-100 integration of the new company and associated migration of data for HR
  • Contracted with two firms to build new integrations and established a new solution between the HR and finance module

Results

  • Hired and established a new HRIT support team
  • Created a M&A playbook
  • Designed and implemented a workflow-based, change control solution using ServiceNow
  • Implemented a ITSM approach to manage defects, new requests and prioritization for projects by functional area
  • Established a governance model with change control workflow approval for all ERP roadmap initiatives
  • Performed the analysis, created the business case, facilitated down selection, and negotiation of a new Workday support provider