ToR - Product MIgration Flashcards
(27 cards)
What is the workstream objective/goal?
- Determine Product Migration approach to remove non-mortgage and non-mortgage related products from EBS i.e. Deposit & Current Account Products, including designing and executing a New Sales Closure Plan and Develop a Migration approach for non-mortgage products outside of migration scope.
- Delivery of necessary technical & operational migration to AIB for in-scope Products and Customers
Who is workstream lead?
Maurice Carmody
Goals of the workstream?
- New sales cessation - sale of deposit and current accounts
- Product migration
What is in scope in terms of product migration (2)?
- Define scope of in & out of scope products for migration
- Define appropriate mapping of in scope products to closest aligned AIB product
- Determine gaps, mitigate where possible
- Design, build & test relevant IT / Technical aspects to enact a migration
- Workshop and develop specific approaches for customers / accounts / flags / statuses / etc as part of migration
What is out-of-scope?
- Communications (Internal & External)
- Regulatory Engagement
- Business Readiness / Resourcing Preparation
- Treatment of non Current or Deposit Account Products
- Business Process / Procedure development
- Decommissioning IT Systems in EBS
- Resolving BAU issues (AIB)
What are key deliverables for ceasing new sales?
New Sales Cessation
Fully tested and approved withdrawal of Deposit & Current Account products
What are key deliverables for product migration?
- Customer Journeys
- Customer Impact Assessments (CIA)
- Product Treatment Strategy, AIB Product Mapping & Gap Analysis
- Strategy / Approach Papers to determine appropriate migration approach
- Business Requirements
- User Stories
- Full IT & Business Delivery Plans
- A transformed EBS that no longer offers Deposit and Current Account Products
- A cohort of migrated customers from EBS who now successfully Bank with AIB
Key stakeholders - Products
Elaine Walsh / Enda McBrearty / Aine McDonnel
Key stakeholders - Legal – Products, Group, DP
Karen Ruddy / Melanie Hughes / Delia O’Sullivan
Key stakeholders - AIB IT
Andrew Goulding / Sarah Langrell / John Molloy / Elaine Sheehan / John Kent / Sandra Robinson
Key stakeholders - EBS IT
David Yeates / Noel Mooney / Dianne Hunt
Key stakeholders - Conduct
Natasha Carrick
Key stakeholders - Compliance
Mairead Darby / Irene Carrol
Key stakeholders - COO Conduct
Nichola Tighe / Jessica Gallagher
Key stakeholders - First line governance
Miriam MacAree/ Emma McDonagh
Key stakeholders - D & A
David Sheehan / JJ Kelly
Key stakeholders - Customer Services
Richard Middleton
Key stakeholders - AIB Local Markets
Fiona Dunning / Anne O’Donoghue
Key stakeholders - Op Risk
Ger O’Connor
Key stakeholders - Group Privacy Office (GPO)
Orlagh Kenny / Evan Aldwell
What are key dependancies?
- DOF & CBI endorsement / approval on SOT to support migration
- Delivery of key milestones by all other workstreams, in particular Communications - slippage of any key milestones will directly impact delivery of migrations
- IT delivery of phased Migration – including build, development, testing rehearsals and actual migrations
- Business Support – to complete Pre migration tasks, BAT, QA, etc
- Resource capacity ( e.g. key person unavailability) and additional resources to be considered as needed.
- Budgetary support for required delivery
What is PM BAG?
Product migration Business Approval Group
What is BAG quorum?
Chair, 1 Products representative, 1 IT/Tech representative, 1 Rep from Legal/Compliance/Conduct/Op Risk & 1 workstream representative
What is the purpose of PM BAG?
- Review and agree key scope and design decisions as appropriate
- Provide direction to points of escalation from the workstream
- Agree items of escalation to programme Steering
- Provide advice on governance pathway for key design decisions
