IS484 AY2020/21 Term 1: CityDash

This project aims to help the sponsor create a dashboard for better visualisation of market data as well as providing essential features for a streamlined servicing to their clients.

Group Introduction

Team Members

Name	Email	Role
Danston Goh Kheng Boon	danston.goh.2017@sis.smu.edu.sg	Project Manager
Jeremy Lim Qi En	jeremy.lim.2017@sis.smu.edu.sg	Technical Solution Architect
Nicole Chai Ying Jie	nicole.chai.2017@sis.smu.edu.sg	UX Designer
Ng Jun Hong	junhong.ng.2017@sis.smu.edu.sg	Quality Assurance Architect
Zoe Wang Zi Hui	zoe.wang.2017@sis.smu.edu.sg	Front-end Developer

Faculty Supervisor

Name	Email	Role
Dr Alan Megargel	alanmegargel@smu.edu.sg	Course Coordinator
Dr Dennis Ng	dennisng@smu.edu.sg	Supervisor

Sponsor

CitiBank (CitiVentures Innovation Lab)

Name	Email	Role
Awan, Kashif	kashif.awan@citi.com	AP Technology Head
Klaver, Lisa-Jayne	lisajayne.klaver@citi.com	Director Citi Private Bank, APAC Investment Team Head
Thaplar, Anil	anil.thaplar@citi.com	UI Lead

Project Overview

Project Description

Problem Statement: To productionise the current use of Excel solution in order to improve scalability performance as well as the efficiency of client servicing.

Investment counsellors help HNWI and UHNWI in managing their investment portfolios, hence, they need quick access to a client’s positions and real-time market data. Thus, this project entails building a dashboard that comprise current operation needs as well as having value-added services for HNWI and UHNWI clients. The use of microservices architecture can enable the dashboard to be updated with real-time client and market information, while maintaining a scalable backend architecture. Additionally, the implementation of thematic segmentation of market information and client profiling can increase collaboration between investment counsellors and subject matter experts.

Motivation

Currently, there is a lot of back-and-forth communication between the investment counsellors and the clients which can affect the efficiency of their service. Thus, it is essential to provide clients accurate information quickly and valuable insights of the trades through data analytics and alert functions. Another concern is that the current application can be enhanced aesthetically to help the team quickly visualise certain information such as the profit margin.

Stakeholders

Sponsor	Citibank is the sponsor for this project, and our team will work with the sponsor with regards to the requirements and develop a dashboard for CPB. The contact person is Anil Thaplar, the UI Lead in Citibank and the team has been communicating constantly with him to ensure accurate alignment with the expectations.
User	The end users for this product will be the investment counsellors in CPB. Lisa Klaver, the Head of the Investment Team in Citibank will be one of the users of this product.
Advisors/Practitioners/Mentors	Other parties involved in this project would be Kashif Awan and Professor Dennis Ng. Kashif is the main lead of this project and we will be keeping him in the loop for all meetings and updates, whereas for Professor Dennis, he will be our advisor and provide us guidance for constant progress in this project.

Deliverables

A dashboard that is able to be productionized and to be able to run according to the functionalities required for the business operations.

Scope

Primary: The focus is the prototyping process to create a dashboard that will provide end-users with maximum value. The prototype will consist of all the mentioned modules, demonstrating an experiential solution to the Investment Counsellors. This will be done using the REACT Framework.

Secondary: Next, the teams will conduct usability tests to gather feedback to improve the design for the modules stated in primary. Based on the input, the team will refine the prototype, improving the overall user experience. Simultaneously, the team will work on the development of the secondary modules.

Once the team is done with both the primary and secondary modules, the team will conduct User Acceptance Testing (UAT) with the Investment Counsellors. At the same time, the team will also explore other areas of improvement and possible additions to add value to the dashboard.

Project Plan

Risks

Resource and Reference

Programming Languages	Python JavaScript
Framework	Flask Bootstrap React
Version Control	Github
APIs	Bloomberg API Internal Citi API
Development Tools	Visual Studio Code
Project Management	Google Drive