Difference between revisions of "IS484 AY2020/21 Term 1: FINternational"
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''' Value Statement: ''' | ''' Value Statement: ''' | ||
To enhance the investment team’s daily operational experience and enable them to be more efficient and productive with their day to day tasks, leading to better client services and relationships. | To enhance the investment team’s daily operational experience and enable them to be more efficient and productive with their day to day tasks, leading to better client services and relationships. | ||
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| + | === User Interface Prototype === | ||
=== Risk Management === | === Risk Management === | ||
Latest revision as of 12:44, 6 October 2020
Contents
Team Members
| Name | Role | |
|---|---|---|
| Benedict Then Ji Xiang | jxthen.2017@sis.smu.edu.sg | Project Manager |
| May Myo Myint Myat | mmmmay.2017@sis.smu.edu.sg | Frontend Developer |
| Kok Su Yee | suyee.kok.2017@sis.smu.edu.sg | Frontend Developer |
| Harvey Kristanto Lauw | harveylauw.2017@sis.smu.edu.sg | Backend Developer |
| Sin Myeong Eun | mesin.2017@sis.smu.edu.sg | Backend Developer |
| Phyo Yi Win Myint | ywmphyo.2017@sis.smu.edu.sg | Quality Assurance Manager |
Faculty Supervisor
| Name | |
|---|---|
| Dr Alan Megarel | alanmegargel@smu.edu.sg |
| Dr Dennis Ng | dennisng@smu.edu.sg |
Sponsor
CitiBank (Private Bank Capital Markets APAC Technology)
| Name | Role | |
|---|---|---|
| Kashif Awan | kashif.awan@citi.com | AP Technology Head |
| Klaver, Lisa-Jayne | lisajayne.klaver@citi.com | Head of Singapore and Australia Investments |
| Thaplar, Anil | anil.thaplar@citi.com | Vice President, Engineering Lead |
Project Overview
Project Description
Our team aims to develop a web application to replace the excel product that the Citibank investment team is currently using to view their clients’ portfolio and financial information. The web application will be of greater convenience for them in their everyday tasks. This is done through improvements in the User Interface/User Experience (UI/UX) with intuitive visualisations charts and additional analytics features such as stock market predictions and additional analytics features. Summary of the goal: Create an interactive and visually pleasing web application dashboard with improved features/functionalities for investment counsellors to aid them in their daily tasks.
Motivation
The current excel product of the investment team serves its function in displaying individual clients’ portfolios and financial related information. However, it has its limitations. Firstly, excel is not scalable or maintainable in the long run due to its inability to handle and operate with massive data. Secondly, it is not an enterprise standard for larger audiences with proper controls, versioning and DevOps operations. Thirdly, Excel is not built to handle heavily extended features/plug-ins such as machine learning components. Lastly, the current interface/visuals of the excel are not ideal or optimally built for efficient information gathering and comparison.
Stakeholders
| Stakeholder | Description |
|---|---|
| Sponsor - Citibank | Citibank is the project sponsor and the Private Bank Capital Markets APAC Technology Head, Kashif Awan is the point of contact. |
| Users - Citibank Private Banking Investment Counselling Team | The users of the project solution are Klaver Lisa-Jayne and her team of the Private Banking Investment Counselors. Currently, they make use of the excel product to keep track of relevant financial information about their clients. |
| Advisors/Practitioners/Mentors - Thaplar Anil (Citibank), Alan Megargel (SMU), Dennis Ng (SMU) | The team liaises closely with Thaplar Anil, the Engineering Lead of Citibank. He works closely with Lisa and is responsible for the technical aspect of the project. Being a team’s mentor, he guides and provides advice for the team project’s progress. The team’s faculty supervisor from SMU is Dennis Ng and Alan Megargel is the project coordinator for IS484 IS Project Experience (FinTech). |
Deliverables
Outcome: A Proof-of-Concept Web Application Dashboard with improved features and user interface which can better support and value add to the investment counsellors in their daily tasks.
Value Statement: To enhance the investment team’s daily operational experience and enable them to be more efficient and productive with their day to day tasks, leading to better client services and relationships.
User Interface Prototype
Risk Management
| No | Risk Type | Risk | Likelihood | Impact | Mitigation |
|---|---|---|---|---|---|
| 1. | Technical Risk |
|
Medium | High | Conduct extra researches to seek for better alternatives to perform integration |
| 2. | Knowledge Risk |
|
Medium | Medium | Conduct individual research and weekly technical sharing with the team |
| 3. | Project Management Risk |
|
Low | High | Split tasks evenly and Monitor weekly on members' progress |
| 4. | Client Management Risk |
|
Low | High | Conduct Weekly meeting with the sponsor to sync up on each others' work schedule |
| 5. | Usability Risk |
|
Medium | Medium | During Weekly meeting with the sponsor, share current progress and request for feedbacks |
