Case Studies

Financial Services

BMO Harris Bank

Engaged as a contractor/consultant to develop, write, facilitate and implement end-to-end business processes for implementation of US credit card programs for BMO Harris Bank. Developed several SharePoint 2013 sites/SharePoint Designer workflows and InfoPath forms. Engaged in North American Operations Risk & Compliance workflow projects. More...

JP Morgan Chase

Engaged as a consultant to develop several SharePoint 2013 sites/SharePoint Designer workflows and InfoPath forms. Engaged in Commercial Banking Strategic Projects Voice of Client, Client Escalation Enhancements, KYCO Audit Executive Review, Project Governance and Manager Toolkit Enhancement workflow projects. More...

The Challenge

No coherent project management methodology and ways to measure project success.

The Challenge

No coherent project management methodology and ways to measure project success.

Aon Insurance

Developed SharePoint 2013/O365 Robotic Process Automation site, workflows and InfoPath forms to drive financial remittance and resolution transactions for top international insurance firm. More...

The Challenge

No coherent project management methodology and ways to measure project success.

Project Name

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