Project 43
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Project Name Process and Information mapping expansion to Business Development and Asset Management Group – Current State |
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Client Export Development Canada – Financing and Investment Group |
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Duration September to December 2015 [4 Months] |
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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’s current multiple database system into a modernized consolidated IT Solution. |
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Scope and objective |
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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. This mandate will focus on the International Foreign Directorate (IFD), Investment and Equity, Project Finance and previous Current Business Process developed in previous mandate. |
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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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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. > 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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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 > 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. Using Visio and Excel, deliver approved process maps signed off by the stream lead. Includes clarifying the processes, identifying owners, control points, pain points, data ownership, and linking processes to customer journey moments of truth for Transaction processes within IFD, IFG, Investments, SPF, Asset Mgmt, BD and Finance. Processes will be delivered for Financing group for the following groups: > Business Development (BD) > Asset Management (AM) > International Foreign Directorate (IFD) > Validating Supporting and Contractual Doc inventory > Delegation of Authority –First Line of Defense > Review 1st Line of Defense (DOA) with CABL Subject Matter Expert and Legal > CABL – Review and follow-up of application of DOA Appendix C1 |
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References:
Carl Burlock Senior Vice President, Financing & International Growth Capital (613) 598-3087 – 1754
Justine Hendricks Vice-President , Financing and Investments Group 613) 598-6872
Export Development Canada 150 Slater Street Ottawa, Ontario | KIA 1K3
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Technological platform leverage during this mandate |
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