Business sector: SFS

Expertise: Consulting - Technology

Client: Large specialised leasing company

Countries: France

Year: 2019

The context & challenges

The project scope was the migration of a large cooperative’s information system to another companie's portfolio. The activity was driven by transfering the leasing activities of the source company to the larger group comapanie's systems. The outstanding amounts of the real estate leasing had been purchased and transferred as part of the project; that said outstanding amounts were supposed to be managed by a Service Bureau from the larger group company. Our objective was to help scope the project and ensure its subsequent implementation (merger of entities, implementation of the information system for the new business, migration of contract portfolios).

18/09/2022

Teamwill

landmarks of modern city scaled

The project

  • Scoping (3 months):
    • Definition of the project scope, including assessment of the portfolios to be migrated
    • Gap Analysis of products, processes and main information system functions
    • Definition of the roadmap for the Programme with several stable conditions (transfer of activities outside the scope, legal merger with production of consolidated accounts, new “new production” information system, recovery of outstanding amounts)
    • Definition of the functional and application architecture
    • Identification of gaps, trade-offs and definition of circumvention
    • Definition of test strategies, migration and switchover
    • Identification of the Programme’s impact on processes and users
    • Definition of the project plan: Recovery methodology, organisation, planning, governance, …
    • Costing and team sizing
    • Validation in Major Projects Committee
  • Implementation (9 months):
    • Steering support
    • Processing of business and application gaps
    • Definition of target processes
    • Writing specifications for gaps, migration and integration
    • Identification of impacts on processes and users
    • Management of data cleansing work
    • Migration of repository data, contracts, payments, outstanding payments
    • Switchover and user support for the first 6 weeks

Results

  • Implementation of the 2 migration projects within the planned deadlines as part of the scoping and project phases on a fixed price basis.

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