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Project 41

Project no 41

Project Name

Process and Information mapping expansion to other Finance and Investment Group – Current State

Client

Export Development Canada  – Financing and Investment Group

Duration

April to August 2015  [5 Months]

Project Description

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. 

Scope and objective

The primary objective of this mandate is to apply the proposed 7 steps roadmap approach to support the definition of the data profiling, data modeling, data migration and data retention in the context of the development of a new technological platform that will be supporting the Financing and Investments product and service in the context of the Alpha Project (formerly named Loan and Value Stream project).

This mandate will focus on two Direct Lending or Syndicated Lending products applicable to the financing of Supplier and Foreign Buyer which are under the authority of the CABL team and the Commercial Market team

Dollar Value

Information available withheld with client

Contribution of the proposed resource to the project

Business processes supporting the Financing and Investments activities and its administration will be developed, mapped and signed-off by business owner. Related Tables and Data Fields were documented in DataStar with the pertinent data profiling attributes. The specific functional business requirements were identified and validated with the key Business / Data Owner. Business rule requirements were documented. Some of these specifications were:

> Current Process Mapping to establish, Data Ownership, Internal and/or external control and Segregation of duties

> Key Data Architecture Specification to ensure Data Integrity, to support Data migration and/or Retention strategy Real-time interface between proposed software solution and other active system

> Identify data management weakness and propose implementation of corrective action to improve the data integrity support by a rigourous data governance structure with clear role and responsibility.

> This mandate is supporting business process transformation and it requires expertise in assessment of organizational role and responsibility.

Deliverables

The key deliverable currently in development for CABL Underwriter process:

   > Documentation of Data Profiling in DataStar and Visio (100%) in EDC QAC environment

   > Data Modeling Prototype Specification for new documentation platform (100%)

   > Process Mapping of CABL (Work Flow and Narrative) (100%) Ready for Sign-off

   > Process Mapping of IFG (Workflow only) Work Session no 2

   > Preparation and delivery of Interim Demonstration how CI can be develop based on CABL Current Process Map to EDC executive from Senior VP, VP and Director level

References:

 

Justine Hendricks

Vice-President

Financing and Investments Group

Export Development Canada

(613) 598-6872

JHendricks@edc.ca

150 Slater Street

Ottawa, Ontario | KIA 1K3

 

Technological platform leverage during this mandate