4. CLIENT EXPERIENCE OF THE DAY
“CPMMX” Caja Popular Mexicana, Mexico
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5. CLIENT EXPERIENCE OF THE DAY
Caja Popular Mexicana “CPMMX”
Mission
The vision is to be the best credit union,
preferred by the quality of its products and
services; recognized by its security,
trustworthiness, solidity, social commitment
and leadership in the popular financial sector.
This financial institution contributes to
improve the quality of life of its members by
means of the education in a savings culture,
providing competitive products and services
and efficiency with resources administration.
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6. CLIENT EXPERIENCE OF THE DAY
Caja Popular Mexicana “CPMMX”
Project Scope
Implement a core banking solution for
326 Branches within 23 States
Convert customer information from 2 different
environments where the bank stored also several
customer accounts detailed as follow:
790,000 Savings Accounts
175,000 Current Accounts
40,000 Time Accounts
352,000 Loans
Request to be Mexican Regulatory compliant
Convert in 4 Phases during 18 months
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7. Solution Installed at CPM
Time
Deposits
Common
Loans File G/L
ICBS
Branch- Security
Teller
(ABT) File Manager
Demand
Transfer Deposit
Order Dealer
FTM
CRS Insurance
Doc
Plus
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8. ICBS Architecture
Process Server
LN File
Customer Manager
Commercial
CRS Installment
Mortgage TA
GL
Accounting Checkings
Balances
Savings
COMMON
FILE
FTM TM
Online Certificate
Batches Collateral Deposit
Insurance
ABT Dealer
Information
Process Server
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9. Implementation Project Activities
CPMMX
Relevant activities that impacted every phase
» Common File and Application Training
» Data Conversion and Verification
» Data Migration or Merge
» User Acceptance Testing (UAT)
» Pre-Conversion and Go Live
» Post-Go Live Support
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10. Experience during Project Implementation
CP M M X
The challenges faced in every Phase
» Data Conversion and Verification
• Lack of Training
• Resource Availability
• Re-Process
» User Acceptance Testing (UAT)
• Not enough time for Customer tests
» Pre-Conversion and Go Live
» Post-Go Live Support
• Resource Availability
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11. How We Approached this Project
Building different teams
» Implementation Team
» Modification Team
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12. Project Team Structure
Senior VP
&
Directors
Senior VP & Directors
Project Manager
Resource Manager
Third Party Solution Technicians
Banker Analyst
PM
Third Party
BA / TEC
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13. Key success during the Implementation Project
» Team work mentality
» Putting the Customer First
» Attitude
» Pro-Active
» Communication
» There are no Heroes, the
team is the Hero
» Focus on your assignment
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