IS484 AY2020/21 Term 1: FINternational

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Team Members

Name	Email	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	Email
Dr Alan Megarel	alanmegargel@smu.edu.sg
Dr Dennis Ng	dennisng@smu.edu.sg

Sponsor

CitiBank (Private Bank Capital Markets APAC Technology)

Name	Email	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.

Risk Management

No	Risk Type	Risk	Likelihood	Impact	Mitigation
1.	Technical Risk	Unable to fully integrate databases and applications during testing	Medium	High	Conduct extra researches to seek for better alternatives to perform integration
2.	Knowledge Risk	Being unfamiliar with new frameworks and technologies Unsure of using external API to collect real-time data	Medium	Medium	Conduct individual research and weekly technical sharing with the team
3.	Project Management Risk	Unable to meet the deliverables within the project timeframe	Low	High	Split tasks evenly and Monitor weekly on members' progress
4.	Client Management Risk	Change in sponsor timeline which might affect the project timeline	Low	High	Conduct Weekly meeting with the sponsor to sync up on each others' work schedule
5.	Usability Risk	Difficulty in understanding the usability of the web application	Medium	Medium	During Weekly meeting with the sponsor, share current progress and request for feedbacks