New Core Banking System for Financial Industry
Project Management Solution
An additional layer of protection for billions of investments and to meet regulatory requirements
Customer evaluation
All project stakeholders are satisfied
- Without Planview AdaptiveWork, it would be impossible to manage so many projects.
- The alert function constantly reminds us where the problem is.
- The system takes care of trivial matters, allowing us to focus on important issues.
- Record the decision-making process during development to easily handle financial regulatory audits.
- Automated presentations save a lot of time spent on report preparation.
- Requirement Traceability Matrix ensures no requirement is missed.
- The Test Plan Management module simplifies UAT.
- Converting test results to bugs and consistently tracking them makes it easy.
- The development progress of requirements can be queried at any time.
- Clear correspondence between test cases and requirements.
- The testing coverage is extremely high, making it unlikely to miss any issues.
- The test results can be filled out online.
- Converting failed tests turn into Tracking bugs
- Resource workload is clear at a glance.
- The scheduling of critical resource tasks is clear and straightforward.
- Capacity planning and workforce inventory are easy and enjoyable.
- The information system construction process is clear.
- The turnover of personnel is minimized.
- Early detection of problems allows for early risk mitigation.
- Zero-cost knowledge base.
- Accumulate teaching materials to reduce training costs.
- Assisted the group in implementing project management system.
- Understand real-time project status through dashboards.
- Stay informed of critical issues in major projects at all times.
- The group's permission management is secure, rigorous, and convenient.
Important functional modules.
Planview AdaptiveWork has numerous rich features that cannot be listed one by one. Below are the important functional modules of this solution. For more information on the details of the functions, please contact us by phone (or email).
Requirements traceability matrix.
Assist PM in ensuring that requirements are implemented in each development stage (BA/SA/SD/PG..), providing a convenient interface to quickly and clearly monitor the status of requirement development and execution.
Electronic project meeting minutes
Providing electronic meeting minutes function, which can transform the assigned tasks from meetings into automated actions, automatically generating a PDF of the minutes that includes unfinished tasks from the previous meeting. This saves time and allows for easy access to historical meeting records.
One-click generation of project presentation
The one-click generate project presentation (ppt) feature helps to save a lot of time on creating progress reports, unify the format and language of communication for hundreds of projects, and improve the efficiency of project progress communication.
Project document management.
Project deliverable document management: Provide upload space or record local document links (such as URL or shortcut), which can be combined with signature processes to achieve document quality control.
AP Life Cycle Management
There are dozens of new core and peripheral APs related to the project, and most of the old APs do not have complete maintenance history information. The establishment of the new core system is a good opportunity to manage all AP maintenance information from scratch.
Project template management
Provide industry best practices to establish project execution and management systems. It can also limit the deletion of assigned tasks, set up cross-project dependencies, and ensure project quality.
Test case management
It can assist developers in quickly organizing test cases based on the requirements traceability matrix and user roles. It can also be combined with the test plan and allow online submission of test results.
Overall project dashboard.
Provide CIO/PMO with an overview of all project progress, allowing for a quick understanding of the overall project status.
Project Approval Workflow
The project delivery document approval and project change approval can be customized by category and level, and complete approval records can be retained for easy audit by higher-ups, saving time and effort.
Online Test Result Entry
The system testing is the gatekeeper for project quality. This module provides the functionality of online test case filling, data-visualization of test results, quick generation of test statistics, and conversion of failed items to problem tickets.
Project reporting dashboard
This module provides a project report dashboard that includes various aspects such as requirement management, test results, vendors, teams, systems, and red/yellow/green status, in addition to the overall progress dashboard of the new core and peripherals. The dashboard is customizable to meet the specific needs of the project.
Interactive Gantt chart
Interactive Gantt chart that allows users to view and adjust project timelines in various web browsers. It can display a baseline, as well as comparison lines between planned and actual progress.
This complies with the security regulations of the Banking/Securities Association.
ISO27001
SOC 2 TYPE II
Skyhigh Enterprise-Ready
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