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Portfolio Management

In: Business and Management

Submitted By yommee
Words 705
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Executive summary
PROJECT SCOPE
The purpose of this project is to meet up with some of the challenges faced by financial institutions, especially the banking industry. It is quite evident that the banking industry is witnessing a revolution in products, processes, market, and regulations. Unfortunately, it is a revolution that is not about to stop or slow down. Today’s marketplace is fast moving and extremely competitive. The need to retain existing customers and attracting new ones often conflicts with the need to reduce cost and improve efficiency.
Most banks, in order to adapt to the changes, are embracing technologies that will improve customer service as well as minimize cost. This is our yardstick to focusing on the strategic goals of the industry by using technology that combines information system with peoples’ activity and also support operations, management, and decision making.
PROJECT OBJECTIVES
The intent of the project is to design banking solution software that will give a competitive advantage required in today’s business environment such that it enables both the private and commercial banks to provide a comprehensive range of online banking services to their clients.
MAJOR CONTRIBUTORS
The success of the project is the outcome of different teams working together to meet with our client’s strategic goals and core competencies. Two divisions were created in a project matrix form to match the urgency and importance of the project.

Project priority team: * Evaluating project proposals on the basis of the selection criteria. * Balancing the portfolio of projects for the organization. * Evaluating the progress of the projects in the portfolio over time. * Controlling time, cost, and performance in accordance to the contractual requirements * Ensuring that all work required is documented and distributed to all key

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