Wealth Management System Limited
Case Study – Process Innovation by WMSL
17 October 2018
Bangkok CMMI Conference 2018 Agenda
Company Profile
WMSL Process Improvement Journey
Challenges
Innovation Process
Bonanza Process Optimization Features
2 COMPANY PROFILE WEALTH MANAGEMENT SYSTEM LIMITED
FOUNDER MISSION TEAM
Experienced Professional The Best R&D and 173 Professional Staff from Global & Leading Software House for Asset 13 Senior Consultants, 17 Business Analyst, 128 IT Specialists, and Local Banks Management, Treasury and Risk Management in 15 Marketing & Customer Support Asia Pacific
COMPLIANT
4 Founders & Senior Consultants
Ms. Amy Yip Panya Chanyarungrojn
Voted as one of the World's Top 50 Former Head of Global Markets & Female Financiers by Euro Money in Treasurer HSBC / EVP for Treasury in 1997 / Former ExecDir (Reserves Siam Commercial Bank / Worked in the Regional Management) of Hong Kong Money Authority / North Asia Investment Head Citibank Currency Unit & Treasurer at Citibank PBG Hong Kong / CEO of DBS Bank Hong Singapore & Thailand Kong / Managing Partner of RAYS Capital Partners
Yotin Chenvanich Montri Seniseth Somkiat Chinthammit
Former Country Treasurer of Former Division Manager of Kasikorn Former Investment Advisory Head Citibank Bangkok with 28 Years Bank (KBank) Scholarship at UCLA Treasurer of Citibank Private Bank BKK, Experience in Citibank & KBank LA, Outstanding Research
Investment Committee of Citibank HK Award from Thailand Research Fund
(TRF)
Chaiwat Matevelungsun Dr. Kamol Boondesakulchok Jirapol Pobukadee
Setup first Thai Credit Rating Former Head/Founder of Risk Mgmt Former Risk Modeling Specialist in CIMB Company (with S&P/USA) / Former Dept. Bank of Ayudhya, Executive ThaiBank / In-charge of iRisk Software IMF/World Bank Guest Chairman of AJF : Ayudhya Development for ThaiBMA / Speaker / Credit Derivatives (JP Morgan)Fund Management Researcher at Wharton Econometric Dealer/EVP of BankThai Forecast Associates in Philadelphia Head of Fixed Income Citibank
Pongsatorn Sukhum Ariyanee Krittayaphongphun Sirot Ongcharit
SEI Authorized Lead Assessor / SEI Former VP-Head of HSBC Premier Former FX/SWAP Dealer of Citibank Authorized instructor in the Software Banking / VP-Relationship Manager Thailand, Treasurer of BBC Bank, CMM / Certified Rational Instructor in of Deutsche Bank Private Wealth Equity Derivatives Dealer of Citibank Object-Oriented Analysis & Design / Royal Thai Army Award for Best Mgmt / Head of CitiGold Citibank London
R&D Project in 2006 Bangkok / VP-Senior Compliance Officer of Citibank Executive
Soontorn Pojthanamas
Former Dir of Association at AIMC / Adisak Teeramasvanich EVP of Thai Rating and Information Services Company / Chief of Capital Market Supervision Former Head of Balance Sheet & Development Division of SEC / Financial Management of HSBC Thailand / Institution Supervision & Development Dept in Head of FX and Interest Rate Derivatives Bank of Thailand (BOT) Trading Citibank Thailand 1st EVER Software to win the Most Prestige Award for IT (FRIT Prize Award) from HRH Princess of Thailand
1st EVER Thai Company to have been appraised at CMMI-DEV Level 5 / CMMI-SVC Level 3
One of the 1st EVER Company to be inducted into Software Park's Thailand Hall of Fame 2008
1st EVER Software Company to win SMEs National Award for the Software Business Category
1st EVER Software Company hailed by The NATION Newspaper as SOFTWARE FIRM of the YEAR in 2012
1st EVER Software to win Thailand ICT Award for the Financial Application Category for 2 years in a row
1st EVER Software Company regarded as Thai SMEs Role Model
1st EVER Software that gained Highest Market Share over foreign Investment Software Package
One of the 1st EVER Software Company to be listed on IDC (USA) as LOCAL SOFTWARE HERO
USD 120 Billion AUM Highest Market Share With Leading Global & Domestic Financial & Asset Management Organizations by Bonanza
: Last updated 2016 7 8
WMSL Process Improvement Journey
Improvement
Re. CMMI DEV L5 ISO27001 CMMI SVC L3 A P CMMI DEV L5 C D CMMI DEV L3 A P CMM L2 C D
A P C D Time 2002 2008 2012 2015 2017
10 Challenges
Maintain ≈ 200 files
11 Challenges
Improvement
Re. CMMI DEV L5 ISO27001 CMMI SVC L3 A P
CMMI DEV L5 C D CMMI DEV L3 A P CMM L2 C D
A P C D Time 2002 2008 2012 2015 2017
12 Challenges
Maintain ≈ 200 files Version compatible
Data not integrity
Management view Attitude
13 Challenges
Collection WMSL Auto Response Mail - MA User Asset Leave Portal
TRR AD ESTMAD PRP GSMP Mail BLR T-PPB MA ORG
OOR SVN Redmine Timesheet
Consolidate Server InputSheet MDB Advance PIL DCN Server Auto Gen TS Report PPQA CRL DFR
KM SPIQR PIM
Generate Progress TSR SDP SIEST OTR TP Monthly Report/ SLS Report/Service Report Progress Report PCR DAR DARM
14 Challenges
Maintain ≈ 200 files Version compatible
Integration Data not with other tools/systems integrity
Management view Attitude
15 Challenges
Recruitment Online Project Cost / Effort / …
Timesheet & Leave Online
Asset Inventory
Integrate Other System Recruitment Project Service Management Asset Inventory Redmine Financial Timesheet Leave Etc. 16 Challenges
Maintain ≈ 200 files Version Direction compatible
Integration Data not with other tools/systems integrity
Management view Attitude
17 Innovation Process
Process Improvement
Organization Dashboard
Project Service
18 Innovation Process
Process Improvement
Organization Dashboard
Integrity Project Service Realtime
19 Innovation Process
Measurement and Analysis
Project Dashboard Service Dashboard Organization Dashboard
Integrity Project Service Realtime
20
Feature: Register Project
Project Information
22 Feature: Project Cost & Contract
23 Feature: Timesheet & Leave
24 Feature: Skill Metrix
25 Feature: Asset Inventory
Software Hardware Server
26 Feature: Project Dashboard
27 Feature: Service Dashboard
SPAA
BBA
CSSA
AASS OPP
THEE
28 Feature: Financial Dashboard
29 Feature
Bonanza Process Optimization (BPO)
Bonanza Insight
30 Resource Project Management Service - Employee - Project Planning - Service planning - Skill Matrix - Project Monitoring & Tracking - Issue tracking (Redmine) - Asset Inventory - Risk & Issue - Service report - Timesheet - Requirement Management / Traceability - Leave - Resource / Effort Allocation Development Quality - Organization Training - Source code Analysis - Peer review - Test - Internal Audit
Financial & Accounting Data Analysis - Financial Planning - Billing - Expense - Accounting Organization Tracking - Project / Service Dashboard - Organization Dashboard - Financial Dashboard - Resource / Effort Monitoring - Organization Skill Monitoring
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