Strategy
Business Architecture Target Operating Model
Business Architecture Framework & Target Operating Model for U.S. Bank Cooperative
In preparation for a large-scale digital transformation, the Client’s senior leadership sought to organize and document an understanding of all the capabilities and business processes they possess and support on behalf of their customers. To help achieve this, Reference Point was engaged to establish a Business Architecture function within the Client’s Product Management organization, including the design of an Operating Model to guide efforts of the newly formed function. The RP team began, through a series of workshops and client stakeholder interviews, by developing an “L0” context diagram to clarify the Bank’s value streams along with roles and interactions within the macro-operating environment. More detailed business diagrams (“L1-L4”) were also created and used to map the Client’s business capabilities and organizational structures to core value streams and drive requirements for pending system transformations to enhance the Client’s commercial and consumer loan origination capabilities.
Chief Revenue Office Target Operating Model & Career Path Framework Development
Legacy Organization Integration, Transformation & Optimization
RiskTreasury Reporting Data Acquisition Current State Assessment & Gap Analysis
Targeted Insights to Enhance Liquidity Reporting Processes
DataModel Governance Strategy Definition & Implementation
Enable Sufficient Data Quality & Data Movement Controls
Sample Case Studies
Lending System Digital Transformation Management
Strategy Current State Assessment & Definition of Lending Capability Taxonomy for U.S. Bank Cooperative
LIBOR Cessation Transition Planning & Management
Risk Data Governance of LIBOR Transition Process to Manage Overall Risk for Large Brokerage Trading Firm
Liquidity Data Oversight Framework
Risk Data Sustainable Liquidity Risk Governance Framework for Fortune 500 Financial Services Institution
Monitoring, Logging, and Alerting Toolset Assessment
Data Technology Enhanced Visibility into Technology Inventory & Health for Large Wholesale Lender
Policy & Procedures for Global Head of Operational Risk
Risk Implementation of Program Management Oversight Best Practices for Bulge Bracket Investment Bank

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