Skip to content

Our financial services industry project management experience

Major Canadian Financial Services Company – Business Case / Program Charter & Plan

A Tramore Group professional led a small team which assisted the client in re-confirming the requirements, updating a business case, and developing a Program Charter and high-level Program Plan to replace and enhance the client’s financial systems, and to establish a framework and infrastructure for building future management information systems (MIS) capabilities. The Program was subsequently approved by the client executive.

International Financial Services – Project Recovery / Program Management – New Product Joint Venture

Tramore Group was engaged to perform the recovery of a large complex program. The program objective was to launch a new product offering with a joint venture partner and the implementation of a national processing / call centre. A team of five Tramore Group professionals successfully delivered the program on time and within budget.

Canadian Regulatory Authorities – Project Governance & Communications Support

On behalf of a group of regulators representing jurisdictions across Canada, a Tramore Group professional advised the Project Sponsor and the Project Manager on the proposed governance structure and assisted in the development of a Project Charter for the first phase of a multi-year project to replace a national system.

Canadian Regulatory Authorities – Project Procurement Strategy / RFP Development

On behalf of a group of regulators representing jurisdictions across Canada, a Tramore Group professional developed a procurement strategy and drafted a request for proposal (RFP) document to acquire services to potentially develop and replace a major national system used by the various provincial / territorial regulators by the organizations and individuals they regulate, and by the general public.

Canadian Securities Industry Services Organization – Corporate Program Management Office (PMO) Implementation

A Tramore Group professional developed and implemented a corporate-wide PMO function to manage and track the portfolio of projects being undertaken across the organization. Deliverables included the implementation of a program management methodology, a staff training program, executive status reporting and issue resolution processes. The organization achieved the equivalent of Level 3 on the Capability Maturity Model (CMM) developed by Carnegie Mellon University.

International Payroll Services Provider – Implementation of PM Practices Improvements

Tramore Group was engaged to conduct a 1:1 style coaching and mentoring program for the PMs, aimed at improving the project managers’ use of tools, templates and communication techniques. We also provided guidance on the use of ‘art’ skills and identified where the individual project manager’s capabilities could be improved. Recommendations on refining the utilization of project processes were also provided.

International Payroll Services Provider – Project Management Culture and Capabilities Assessment

Tramore Group was engaged to assist the Project Management Office (PMO) to improve the effectiveness of their project management culture and capabilities. We performed a discovery exercise to identify and prioritize opportunities for improvement. We performed a ‘first impression’ level assessment of the capabilities of the project managers within the PMO. This qualitative assessment in terms of project management ‘science’ and ‘art’ also reviewed the PMO’s project management processes.

Major Canadian Pension Fund – Project Management – International Expansion

Tramore Group was engaged to provide project management for the international expansion of new offices. We assisted with managing the associated resources to ensure the project was delivered in accordance with the established schedule, budget and scope. We also assisted with the creation of the internal planning guide for future international expansion.

International Financial Services – Change Management Initiative

Tramore Group was engaged to implement a number of Change Management processes within a department of this organization. We provided advice on the processes and implemented the process framework to align with the needs of the department.

International Financial Services – Internal Restructuring

Tramore Group was engaged to provide project management and business analysis expertise to manage an internal restructuring project. We assisted with managing the associated resources to ensure the project was delivered in accordance with the established schedule, budget and scope. We also assisted with the redesign of the internal processes for this restructured organization.