STAGE GATE PROCESS @ LEHMAN by GP. About Lehman Investment Bank –Operations Technology.
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STAGE GATE PROCESS STAGE GATE PROCESS @ @ LEHMAN LEHMAN by by GP GP
Transcript of STAGE GATE PROCESS @ LEHMAN by GP. About Lehman Investment Bank –Operations Technology.
STAGE GATE PROCESS STAGE GATE PROCESS @@
LEHMANLEHMANbybyGPGP
STAGE GATE PROCESS STAGE GATE PROCESS @@
LEHMANLEHMANbybyGPGP
About Lehman
• Investment Bank– Operations Technology
STAGE GATE PROCESS FOR NPSD AT LEHMAN ?
Strategic
Tactical
Operational
Getting into the CEO’s shoes….
What to do?
Idea bank for presentation topic
• Personal Financial Planning• Applying for Grad School• Which song to pick up on the guitar?
Ding!
NPSD is holistic,all pervasive,omnipresent,EVERYWHERE!
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
IT Projects
Business Users
TechnologyLeads
IT Manager
Developer
Stage Gate Process for IT Projects
IT initiatives to improve quality of service
Changes annually2006- Performance
• Identification ofSub-systems impacted• Estimating time, cost resources• Risk identification• Creating the WBS
• Stakeholder buy-in
• Technical Feasibility
• Requirements gathering• Analysis of cross-functional impact• Design
Analysis sign-off
• Completeness
• Correctness
• Assign developers• Coding• Unit Testing
Code Review and QA
• Create test plan• Integration Testing• User Acceptance Testing• Regression Testing
Test Plan successful ?
SCREENS
STAGES
Production Release
MetricsCollectionAnd Review
Automate operational processes
Application Instrumentation
Technology Upgrade
Re-engineer the system
Optimize sub-system
Add another mechanismfor confirmation such as pagers
Will this improvesystem throughput?
Technology Upgrade
Optimize sub-systems
Re-engineer the system
• Risk• Turnaround time – within 9 months ?
Technology Upgrade
Optimize sub-systems
• PerformanceImprovement Factor• Risk
Optim
ize su
b-sy
stem
s
Discovery and Screening
Subsystem 1
Subsystem 2
Subsystem n
Usage
Subsystem 1
Subsystem 2
Subsystem 3
Stakeholder approval
Stage 1 : Scoping
Analyze Code
Identify weak (slow) points
Research techniques
for optimization
Submit Improved Design
RequirementsSign-off and Design Approval
Stage 2 : Analysis and Design
Code Review& QA
Stage 3 : Development
Unit Testing
Systems Testing
UAT
Regression Testing Test Plan Successful
Stage 4 : Testing and Validation
Stage 5 : Launch
