Project Objectives

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Conceptualization and Development of a wealth management application as a fintech product using the low code platform Unqork. Development of multiple products such as Client Onboarding, Client Maintenance (Account Maintenance & Party Profile Maintenance), Manage Services and Workstations as single integrated solutions for the customer.​

 

Outcome

 

Full-fledged wealth management web application as per the business requirements.

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My Role 

 

My role was as PoD Manager. 

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My responsibilities

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I work with the project sponsor to develop the requirements we intend to achieve regarding the roadmap, goals, vision, and mission. A product owner was assigned to the project, who consistently worked with the business team to collect the requirements and was responsible for writing epics, features, and user stories. I define the project scope and out-of-scope activities. I identified stakeholders including customers who will be part of our internal testing program. As per the company's policy, a team of 12 members was formed with Scrum Methodology to develop and enhance the products. I took up the shadow role of scrum master and coached the team on scrum principles and the advantages of it. 

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I consistently refer to the quality management plan to make sure we achieve the intended quality. I participated in compiling all the risks that can occur with both qualitative and quantitative risk assessments and created the risk management plan with the risk register. I discussed with all the stakeholders their communication mode and have planned ways to keep them engaged regularly. I worked with Multiple vendor companies such as KPMG, EPAM, UBS Group, Unqork, LTIMindtree, and Cognizant. Further, I assigned resources based on the activities leading to the creation of the plan for resource management. Thus my entire project management plan was ready to be executed. 

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2 week sprint was finalized and I followed up with daily standups to make sure we were following the scrum methodology. As the project work was in full swing, I worked towards resolving any team conflicts as and when they arose and finding solutions on time. I worked constantly with the product owner to make sure the product backlog was prioritized regularly. I make sure any change requests during the project execution from the stakeholders are promptly processed and ready for the next sprint.

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I was part of the sprint plan meeting and ensured sensible story points were taken up per sprint, which helped us get our velocity on track. With the help of burn-up and burn-down charts, I monitored the work daily to ensure that the work was under scope, time, and within budget, further avoiding any scope creep. I facilitated the sprint retrospectives noted all the issues raised with what went well and implemented the suggestions in further sprints to ensure smooth working. 

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Upon completion of the work, I facilitated the sponsor's acceptance of the deliverables. I then formally closed the project by documenting and conducting a comprehensive lessons-learned review, officially disbanding the project team, and securely archiving all project records.
 

Deliverables

 

The deliverables of the project were an enterprise Fintech Product as a Wealth Management Application with a single integrated solution using low code technology Unqork.