Business Analysis New Way of Working. Norbert Raymond & Philippe Maes

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Gertrude Patterson
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1 Business Analysis New Way of Working Norbert Raymond & Philippe Maes

2 AMP s Promise To help the people own their tomorrow. Leading independent wealth management company in Australia and New Zealand providing Financial Advice Superannuation, retirement income and other investment products for individuals Superannuation services for businesses Administration, banking and investment services for self-managed super funds Income protection, disability and life insurance Selected banking products, and Investments including shares, fixed income, property and infrastructure Key Facts (figures as at September 2014) AMP has the largest financial advice network in Australian and New Zealand 4 million customers Manage A$205 billion in assets for our customers Around 835,000 shareholders 5,697employees around the world AMP Capital is one of the largest property managers in Australasia, managing more than $17 billion in real estate assets.. Page 2

services for businesses Administration, banking and investment services for self-managed super funds Income protection, disability and life insurance Selected banking products, and Investments

3 Rapid Change is creating opportunities for businesses to look at New Ways to remain relevant Source: AMP/Deloitte Customer Centricity, Agility whilst maintaining focus on efficiency & cost Page 3

4 Page 4 Numerous Application Lifecycle Management approaches have been defined to address the delivery challenges

5 Examples in Practices 1. Scope to Product Backlog prioritisation Page 5

6 Appropriate level of Design and planning to ensure a seamless agile delivery of the solution 1. Designed Target Business Operating Model (in collaboration with IT architecture) to deliver the Business Outcome 2. Undertook Stakeholder and Event Analysis to arrive at Business Process Architecture 3. Prioritised Business Processes to focus on Business & Customer Value Page 6

7 Design the Business Processes and identify the enabling functions to deliver the business outcome 1. Designed End to End Business Processes (in collaboration with IT Architecture) in priority sequence 2. Identified enabling functions 3. Prioritised Functions to focus on Business & Customer Value Page 7

Designed End to End Business Processes (in collaboration with IT

8 Define and prioritise User Stories to implement the functions 1. For each function define user stories (in collaboration with IT Design) 2. Prioritise User Stories based on Business and Customer Value 3. Move to Release and Sprint Planning Page 8

9 Examples in Practices 1. Scope to Delivery Management Page 9

10 Page 10 Design the Business Processes and identify the enabling functions to deliver the business outcome

11 Identify the functions and user stories to enable business process Solicitor Instructed Ready For Settlement Settlement Booked Settlement Funding Settled Applicant Tab Face To Face ID Check Loan Document Verify Signature Signature Verified Activity Signature Incorrect Certification BCM Send Certification BCM FMS Trust Funding Trust Funding Process Settlement Confirmed BCM Send Settlement Completed BCM FMS Settled Milestone Settlement Completed Activity App Centre Send Loan Document XML Receive Loan Document XML NFR Attaching Supporting Docs Signature Verification Milestone Settlement Escalation Receive Certification BCM App Centre Send Certification XML App Centre Trust Account - AMP Trust Fund Report Receive Settlement Completed BCM App Centre Send Settlement Confirmed XML Loan Current Milestone Quality Assurance Completed Activity App Centre Attaching Supporting Docs Prepare Loan Contract Trigger Send Solicitor Instruction Auto FMS Settlement Escalation Milestone & Activities Receive Certification XML - NTBS Send Settlement Confirmed XML App Centre Receive Settlement Confirmed XML NTBS Page 11

Completed BCM FMS Settled Milestone Settlement Completed Activity App Centre Send Loan Document XML Receive Loan Document XML NFR Attaching Supporting Docs Signature Verification Milestone Settlement

12 Page 12 Define and prioritise User Stories. Track delivery.

13 Page 13 Elaborate user stories into Functional Requirements as required.

14 Page 14 Elaborate User Stories to Business Rules as required

15 Page 15 4c. Elaborate User Stories to Screens Illustration as required

16 As Business Analysts we need to change the way we work to remain relevant Source: AMP/Deloitte Page 16

17 As Business Analysts we need to influence the technological choices to enable the opportunities and unite all the parties Delivering the service Target: making the experience unique for our customers Reality: training focuses on teaching processes and software navigation Building on past investments Target: have a live business process execution environment Reality: external repository disconnected from delivery Create a Process Driven Environment instead of a Data Driven Environment Enable innovation Target: incorporate innovation as a BAU item Reality: too hard and too expensive to test resulting in demotivation and negative culture against change Transparency Target: intimate understanding on how the machine works to become efficient and effective Reality: too much effort to provide ad hoc analysis Focus Target: link the organisation to the promise we made to our shareholders Reality: lack of transparency on how people can contribute to the success of the organisation Page 17

disconnected from delivery Create a Process Driven Environment instead of a Data Driven Environment Enable innovation Target: incorporate innovation as a BAU item Reality: too hard and too expensive

18 Page 18

Financial & Retirement Planning The Benefits of Financial Planning. Australian Financial Services Licence No. 239180

Financial & Retirement Planning The Benefits of Financial Planning. Australian Financial Services Licence No. 239180 The Benefits of Financial Planning Australian Financial Services Licence No. 239180 Agenda 1. What is Financial Planning? 2. Client Types 3. Full Financial Plan Process 4. Data Collection Process 5. Pre-Requisite