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IS Management at Chase Holly David February 28 th , 2007

IS Management at Chase Holly David February 28 th , 2007. Agenda. My Background Chase Overview RIT Organization Receivables Edge Application My Roles & Responsibilities RIT Management Career Paths Career Advice. My Background. University of Wisconsin-Madison

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IS Management at Chase Holly David February 28 th , 2007

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  1. IS Management at ChaseHolly DavidFebruary 28th, 2007

  2. Agenda • My Background • Chase Overview • RIT Organization • Receivables Edge Application • My Roles & Responsibilities • RIT Management • Career Paths • Career Advice

  3. My Background • University of Wisconsin-Madison • Graduated with B.S. in Industrial Engineering • Had 1 IT class • DePaul University • Graduated with M.S. in Information Systems • Systems Development Concentration • Part-time Student

  4. My Background • EDS (Electronic Data Systems) • First job after undergrad • Consulted at GM Plant on Manufacturing Systems • Technical Training Program • Software Architects • Mid-sized Consulting Firm • 5 years of mostly Microsoft web development • Worked with all different types of clients • Supervisor of Consulting Services

  5. My Background • Chase • Hired first as a consultant through Software Architects in 2003 • Employee since 2005 • Business Analyst then Developer • Part of Receivables Information Technology organization

  6. Chase Overview • Founded in 1799 • ~170,000 Employees Worldwide • Headquartered in New York City • Strong presence in Chicago, Columbus & Dallas • Global presence in Hong Kong, London, etc. • 3rd Largest Financial Institution in U.S. • Citibank and Bank of America are 1 & 2 • Evolved through several mergers and acquisitions • Most recent was in 2004, Bank One merged with JPMorgan Chase

  7. Chase Overview • Organized by Line of Business (LOB) • Asset & Wealth Management • Card Services • Commercial Bank • Investment Bank • Retail Financial Services • Treasury & Securities Services • Within each LOB there are several IT groups

  8. Chase Overview • Each IT group may support 1 or many applications • IT groups vary in size • Technologies vary • Business As Usual (BAU) vs. New Development Activities

  9. RIT Organization • RIT = Receivables Information Technology • ~150 employees • 6 Development teams, project management team, QA team • Resources spread across country – for most part all team members are in the same city • Development teams work on different applications for different sectors of Receivables clients • Projects funded from business partners

  10. RIT Organization

  11. RIT Organization

  12. RIT Organization

  13. Receivables Edge • Web Application • Used by lockbox customers • Allows users to view incoming payments including check and document images • Available 24 X 7 • Technology • Written in C#.NET • Oracle Database • Many incoming and outgoing files

  14. Receivables Edge • ~10 Developers work on application - mix of employees and consultants • Follows SDLC • Requirements, Design, Development, Testing, Implementation • 3 Major Releases/Year • Phases of a release overlap • Hot Fixes between Releases

  15. My Roles • Subject Matter Expert (SME) for Receivables Edge • Technical Lead • Liaison to Business Partners • Liaison to QA Team

  16. My Responsibilities • Requirements Phase • Assist with requirements definition • Estimate feasibility, effort per requirement • Resource Allocation • Design Phase • Overall Design Strategy • Review Design Documentation • Design Review with Business Partners • Design Review with QA

  17. My Responsibilities • Development Phase • Support Developers • Review QA Test Scripts • Control Scope Creep • Code Review • QA Phase • Support System Testing and UAT • Manage Defect Resolution Process • Implementation Phase • Participate in deploying code on release night

  18. My Responsibilities • Day To Day Activities • Daily Meetings • Reviewing Documents • Preparing Presentations • Writing Documents • Code Reviews • Unit Testing • One on One with Developers • Production Support Issues

  19. Other IT Related Tasks • Production Support • Customer Requests/Inquiries • Performance Tuning of Application • Software/Hardware Upgrades • Career Development/Training

  20. RIT Management • Qualities • Still Technical • Available for Questions & Problem Resolution • Supportive • Delegate Tasks • Trusting • Good Personalities

  21. RIT Management • Challenges • Effective Communication • Resource Balancing • Too Many Meetings • Separation of Tasks Not Always Clear • Time Management

  22. RIT Management • Titles are just titles • Management roles can be formal and informal • Strength in Numbers

  23. RIT Career Paths • Job Families • Applications Development • Project Management • Infrastructure • Business Analysis • Software Quality Assurance

  24. RIT Career Paths • Tracks • Technical • Most Infrastructure and Application Development Job Titles • Management • Project Management Job Family • Shared • Hybrid of Technical and Management • Managers in Application Development Job Family

  25. Career Advice • Work Hard, Be Dependable & Thorough • Don’t Be Difficult • Let your work speak for itself • Start Technical and Stay Technical • Don’t Over-Focus on Titles & Promotions • Utilize Your Team • Figure Out Your Style

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