Subin Chacko

Project Name: Digital Due Diligence Platform

Role: Senior Business Analyst

Client: Ernst and Young

Period: November 20, 2023 – Present

Project Summary:

The Digital Due Diligence Platform leverages GPT and LLM technologies to process various office document types, extract valuable insights, and synthesize financial data. This innovative tool automatically generates customizable reports through a user-friendly prompt library, enabling users to produce tailored outputs and uncover insights from diverse data sources efficiently.

Scope of work:

• Collaborate closely with Product Owner to understand requirements and translate them into user stories.
• Prepare and maintain backlog for effective sprint planning.
• Prioritize user stories based on feature importance and project goals.
• Lead sprint planning sessions, assigning tasks to development team members.
• Review and approve test cases prepared by QA team to ensure quality.
• Verify that user stories function as expected before deployment to QA and UAT environments.
• Conduct demo meetings with Business and Product teams to showcase progress and gather feedback.

Project Name: Global Human Resource Data Base (GHRDB) Sunset

Role: Senior Business Analyst

Client: Ernst and Young

Period: July 15, 2022 – November 15, 2023

Project Summary:

This project involved the migration of downstream applications that rely on data from the legacy GHRDB system to the new FITServ system. The objective was to enhance data management and create a more robust data infrastructure.

Scope of work:

• Conducted a thorough analysis to identify data fields utilized by each downstream application from legacy system.
• Mapped these fields to their corresponding replacement fields in FITServ system, ensuring that custom logic within downstream applications remained intact during migration process.
• Led a team of Business Analysts, reviewing their work to ensure quality and mitigate any impact on project outcomes.
• Collaborated closely with client and technical teams of downstream applications to ensure proper field population across all environments (QA, UAT, and Production).

Project Name: Frankfurt Data Center Assessment

Role: Business Analyst

Client: Ernst and Young

Period: March 17, 2022 – July 07, 2022

Project Summary:

Assessment of Data Center Infrastructure and Application Landscape and provide recommendations with analysis on the following:

• List of applications that can be decommissioned
• List of Applications that can be migrated to the public cloud
• Recommend a list of applications that can be retained in the Data Centre

Scope of work:

• Consolidated DC inventory with host and application mapping
• Inventory baselining and analysis
• Provide recommendations on further consolidation opportunities based on server utilization
• Identify candidates for decommissioning – retiring inactive applications
• Recommend probable candidates for public cloud
• Identify opportunities for additional host consolidation and virtualization
• Collect technology landscape related documentation and reports

Roles and Responsibilities:

• As Senior Business System Analyst, was entrusted to lead many strategic projects like Next Gen Investment Advisory Services - ANYFLOW using FLOWABLE, Account Services process Improvement and Optimization, REACT based Bulk Investment Account Creation and Modification in, Automation of New Investment Account Opening Service Request which was much appreciated by top management.
• Act as liaison between Business/Product Owners and Development teams in identifying, clarifying, and communicating requirements by aggressively engaging in SDLC process.
• Collaborate with Product Owners in managing product backlog and project prioritization for every sprint.
• Define goals for each sprint, allocate tasks for each team member by assuming product owner (proxy) in Agile environment.
• Analyze and propose optimum solutions specific to various functionalities within product including Investment Account Services and Operational use cases like new Service Request designing, upgrading current operational process for various clients and enterprises.
• Provide detailed Functional Specification Document including user stories in CONFLUENCE & JIRA.
• Collaboratively work with UX/UI teams and execute desired UX designs in FIGMA.
• Responsible for mentoring new/junior Business Systems Analysts and positioning them for success.
• Travelled on-site to work with Product Team members to finalize the requirements and implementation design.
• Prepared the high-level test-case scenarios and carry out the functional testing of newly designed features and determine the final project is acceptable to release.
• Reviews the test cases/scenarios prepared by the QA and plans for the regression and user acceptance testing.

Major Projects Handled:

Project Name: Initiating Harvest Gain/Loss service request in bulk

Role: Business System Analyst

Client: Royal Bank of Canada

Project Summary:

The objective of the project is to allow the consumers of the product to allow to initiate the Harvest Gains/Loss service request from the platform for the selected list of accounts. This eliminated the need of raising the Harvest Gains/Loss request for each account by the Financial Advisors.

Scope of work:

• Worked in accordance with relevant stakeholders like Product Owners, Business owners to understand the requirements.
• Collaborate with the Product Owners in managing the product backlog and project prioritization for every sprint.
• Define goals for each sprint, allocate tasks for each team member by assuming the product owner (proxy) in an Agile environment.
• Define Epics and detailed User Stories to the development/QA teams.
• Review the test cases and test scenarios defined by the QA assignee.
• Conduct feature demo to all the stakeholders

Project Name: Account Management Tool

Role: Business System Analyst

Client: Northwestern Mutual

Project Summary:

The need for an advanced and quick Investment Account opening/updating was a long-term need of the Financial Advisors. This project aimed at developing an advanced tool through which the Advisors could add/edit the accounts in bulk/single supported with rich UX.

Scope of work:

• Work with Product/Business Owners to understand the objectives of the requirement.
• Elicit business requirements of the client and translate them into application requirements.
• Suggest functional solutions for the requirement, vet the solution with the Solutions Architect and finalize the design.
• Capture all requirements as Users Stories and prioritize them accordingly for each sprint.
• Explain the business requirements to the UX team to come up with the UX designs in FIGMA.
• Perform functional testing and certify the user stories before the UAT period.
• Review the designed test cases/scenarios defined by the QA team.

Project Name: ANYFLOW - The next-gen workflow modular

Role: Business Analyst

Client: Internal

Project Summary:

This project is to develop a workflow-based application that would help any eligible associates across the organization to define any sort of process workflow that the team follows. This includes defining the application and also prototyping one of the existing Service Requests that the internal; Operations team used to track for the Trade Errors reported against the Investment Account by the Financial Advisors.

Scope of work:

• Collaborate with the Product/Business Owners to understand the existing business process and the expected enhancements.
• Define all the business requirements user stories and also convert the requirements to a workflow diagram using the BPMN 2.0 standard tool.
• Work closely with Product Owner, Business Owners, Developers, and Architects in confirming the final workflow.
• Ensure the Functional Testing of entire workflow.
• Review the designed test case/scenarios prepared by QA team to ensure the feature coverage.