INFORMATION REPOSITORY IMPLEMENTATION

First National Bank

Overview
The bank split their Corporate division into Corporate and Commercial Banking respectively, with all Commercial information residing on file shares that were soon to fall out of warranty. This information needed to be appraised, structured, deduplicated and migrated to a new environment for access and use by bank staff. In addition, the bank needed to fulfil the requirements of The Companies Act of 2008, which mandated the responsible management of bank information. First National Bank made the decision to implement Microsoft Office SharePoint Server (MOSS) 2007 as their information, document and records management repository. 

Role
Business lead for the solution implementation, which required full management of the ambit of the implementation. The initial focus was the liaison with the bank's technical team to scope and define the technical infrastructure requirements and delivery to support the solution. The role required close liaison with all areas of the business to define the information architecture and content type structure, the security model, confirmation of individual sites, the end-to-end management of the content migration from file shares to SharePoint, governance definition, change management and the training of users to support a federated governance model and administration.

My Key Deliverables

  • Change communications
  • Change management plan
  • Compliance mapping
  • Community of practice development
  • Disaster recovery plan and testing
  • FNB file plan
  • Governance framework
  • Application management
  • File naming conventions
  • FNB file plan
  • File standards
  • Security model
  • Handover to support (HOTS)
  • Requirements elicitation, gathering and management
  • Running and management of the initial proof of concept
  • Information architecture
  • Information process and procedure design
  • Information standards
  • Infrastructure architecture
  • Licensing management
  • Operations guide
  • Network monitoring plan
  • Standard implementation methodology (repeatable for each business unit)
  • System administration
  • Support model and processes
  • Technical and solution specification development
  • Test cases
  • User acceptance testing
  • Training material development
  • Training delivery

Value Delivered

  • Capability uplift across information literacy and site administration
  • Development of a thriving community of practice for the sharing of ideas, methods and standards
  • Full compliance with The Companies Act of 2008
  • Implementation of the first document and records management capability within the bank
  • Project delivered during a major global economic crisis, with limited resource and investment
  • Significant improvement in information location across bank content, including searchability
  • Significant savings in document printing, physical record storage across legal and credit records
  • Successful implementation of MOSS 2007 for First National Bank
  • Successful implementation of a new way of working with documents and records
  • Transfer of critical bank content off out-of-warranty file shares into a managed repository