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Project 46

Project no 46

Project Name

Process Analysis Methodology, Process Map, & Information Mapping to support Continuous Improvement and Business Transformation

Client

Export Development Canada  – Financing and Investment Group

Duration

September to December 2015  [4 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 its current multiple database system into a modernized consolidated IT Solution. 

Scope and objective

The primary objective of this mandate is to harmonize 105 the Current Process Map and obtain an official sign-off of the respective 5 Process Owners at the Vice-President level of F&I. Develop the Process Analytic approach to support scoring of any Continuous Improvement (CI) initiative that might impact either the People, Process or Technology of any current process Map. Develop a database structure on FileMaker to support a self-serve scoring model and provide perpetual visibility on any information related to the Current Process to any EDC employee involved in Financing and Investments Group transactions to support Canadian export. Develop an online training material to support the e-learning of the Process Mapping methodology necessary to read and understand the process map documentation.

Dollar Value

Information available withheld with the client

Contribution of the proposed resource to the project

Develop the Process Analytic approach to support scoring of any Continuous Improvement (CI) initiative that might impact either the People, Process or Technology of any current process Map. Develop a database structure named SIBYL (on FileMaker) to support a self-serve scoring model and provide perpetual visibility on any information related to the Current Process to any EDC employee involved in Financing and Investments group transactions to support Canadian export. Develop an online training material to support the e-learning of the Process Mapping methodology necessary to read and understand the process map documentation.

Deliverables

The key deliverable currently in development and completion of 105 F&I Current Business Process:

   > Documentation of Data Profiling in DataStar and Visio in the EDC QAC environment

   > Support development of Visual Basic code to automate Process Mapping Documentation on Visio

   > Support the development of the database without compromising data integrity on the FileMaker platform

   > Process Mapping of 105 F&I (Work Flow and Narrative) Sign-off by five different Vice-President

   > Preparation and delivery of the complete self-serve solution to score CI

   > Complete final review of Current Process for Loan, Guarantee and Investment Product with EDC executive from Senior VP, VP and Director level

   > Complete Documentation Working session with Loan Service for Guarantee Product.

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

Current Processes will be delivered for the 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

   > Loan Product – Review the application of Delegation of Authority – Appendix C1, C2 and C5

References:

Justine Hendricks

Vice-President

Financing and Investments Group

(613) 598-6872

JHendricks@edc.ca

Carl Burlock

Senior Vice President

Financing & International Growth Capital

(613) 598-3087 – 1754

CBurlock@edc.ca

Export Development Canada

150 Slater Street

Ottawa, Ontario | KIA 1K3

 

Technological platform leverage during this mandate