Project 38
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Project Name High-level Roadmap Data Profiling Data Modeling Data Migration and Data Retention |
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Client Export Development Canada – Financing and Investment Group |
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Duration December 2014 [Delivery based ~ 3 weeks] |
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Project Description |
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Access to credit is vital for companies of all sizes. As a crown corporation, Export Development Canada (EDC) plays an important role in helping Canadian companies access credit and protect themselves against a variety of risks. The Finance and Investment (F&I) Group of EDC is planning a business transformation from it is current multiple database system into a modernized consolidated IT Solution. |
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Scope and objective |
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The Objective of this mandate was to provide the EDC a Road Map to support the production of processes related to the support of the Finance and Investment (F&I) Group activities and its administration. After being reviewed for consistency with the legislation and regulation governing the (F&I) Group activities, current processes related to these activities. Also based on the key activities identified, a Role and Responsibility matrix identifying the Business & data ownership was cover. Considering the importance of this initiative, the specific functional business requirements were identified and validate with the key stakeholder. These functional business requirements were consider in a 7 steps of the proposed roadmap covering the following points: Step 1 | Scope in – Scope out Step 2 | Establish Data Value Step 3 | Validate Ownership Step 4 | Document Data Definition Step 5 | Evaluate Internal Control ( ex. COBIT Audit Framework) Step 6 | Select Data Migration Plan Step 7 | Integrate Data Retention Policies |
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Dollar Value |
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Information available withheld with client |
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Contribution of the proposed resource to the project |
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> Production of preliminary report including an inventory of the existing key process and stakeholder currently involved in the day to day operation of the activities F&I. A Role and Responsibilities Matrix being the foundation for the documentation of business ownership validation process. > Production of draft report mapping containing a set of the current processes including key Internal Control point necessary to ensure that F&I requirements are met, including mandatory key financial and legal requirements. Validation of key data element and identification of business & data owner was documented. Workflow illustrating Main Processes and any sub-processes were also included. Each activities and decision point was cross-reference to a narrative or business rule. Internal controls were also qualified as Preventive or Detective. > A risk management framework, was used to support this consulting mandate which was aligned with the Corporate Risk Assessment Framework. > This mandate is supporting business process transformation and it requires expertise in assessment of organizational role and responsibility. |
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Deliverables |
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A final Road Map to support the production mapping the complete set of the existing requirements and proposed processes to ensure that the F&I requirements are met, including mandatory key financial and legal tracking requirements. With assistance of business data owner, identification and validation of internal or external key data integrity control will be documented. This Road Map was design to support future simulation transformation scenario. It is expected these simulation will used to allow the potential vendor to demonstrate their capacity to deliver software that will provide an end-to-end solution including Data Migration from legacy system. |
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References:
Justine Hendricks Vice-President Financing and Investments Group Export Development Canada (613) 598-6872 150 Slater Street Ottawa, Ontario | KIA 1K3
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Technological platform leverage during this mandate |
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