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STAGE GATE PROCESS @ LEHMAN by GP

STAGE GATE PROCESS @ LEHMAN by GP. About Lehman. Investment Bank Operations Technology. STAGE GATE PROCESS FOR NPSD AT LEHMAN ?. Getting into the CEO’s shoes…. What to do?. Idea bank for presentation topic. Personal Financial Planning Applying for Grad School

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STAGE GATE PROCESS @ LEHMAN by GP

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  1. STAGE GATE PROCESS @LEHMANbyGP

  2. About Lehman • Investment Bank • Operations Technology

  3. STAGE GATE PROCESS FOR NPSD AT LEHMAN ?

  4. Getting into the CEO’s shoes….

  5. What to do? Idea bank for presentation topic • Personal Financial Planning • Applying for Grad School • Which song to pick up on the guitar?

  6. Ding! NPSD is holistic, all pervasive, omnipresent, EVERYWHERE!

  7. Operations IT • Trade Reporting and Confirmation • Confirmations to clients – Tier 1 • Regulatory reporting for compliance • Stage Gate Process as it applies to • Recruiting • Vendor Selection • Technology Evaluation • IT Projects

  8. IT Projects Technology Leads Business Users IT Manager Developer

  9. Stage Gate Process for IT Projects S C R E E N S • Stakeholder buy-in • Technical Feasibility Metrics Collection And Review Test Plan successful ? Changes annually 2006- Performance • Analysis sign-off • Completeness • Correctness Code Review and QA S T A G E S IT initiatives to improve quality of service • Identification of • Sub-systems impacted • Estimating time, cost • resources • Risk identification • Creating the WBS • Assign developers • Coding • Unit Testing • Create test plan • Integration Testing • User Acceptance • Testing • Regression Testing Production Release • Requirements • gathering • Analysis of • cross-functional • impact • Design

  10. Discovery and Screening Application Instrumentation Technology Upgrade Technology Upgrade Technology Upgrade Optimize sub-systems Optimize sub-system Will this improve system throughput? • Performance • Improvement • Factor • Risk • Risk • Turnaround • time – within • 9 months ? Re-engineer the system Optimize sub-systems Automate operational processes Optimize sub-systems Re-engineer the system Add another mechanism for confirmation such as pagers

  11. Stage 1 : Scoping Subsystem 1 Subsystem 1 Subsystem 2 Stakeholder approval Subsystem 2 Subsystem 3 Subsystem n • Usage

  12. Stage 2 : Analysis and Design Analyze Code Identify weak (slow) points Research techniques for optimization Requirements Sign-off and Design Approval Submit Improved Design

  13. Stage 3 : Development Code Review & QA

  14. Stage 4 : Testing and Validation Unit Testing Systems Testing UAT Regression Testing Test Plan Successful

  15. Stage 5 : Launch

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