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 / Researcher at Wharton Econometric Speaker / Credit Derivatives (JP Morgan)Fund Management 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 31 32 .