Gurpreet Kaur Gill

Project - HSBC migration to RBC

Clients products and services at HSBC Bank Canada and its subsidiaries will be migrating to Royal Bank of Canada (RBC) or its subsidiaries by the end of March 2024.

This project entailed:

• New Website for all the new investment funds migrated from HSBC
• Client receiving new cards before migration
• Waive any transfer fees on international money transfers under $50,000 in the RBC mobile application for all HSBC non-business clients that continue as RBC clients, as well as for existing and future RBC non-business clients.
• Within 12 months, expand the foreign currency savings accounts, including the Euro, UK Pound Sterling, and Hong Kong Dollar, to all RBC clients, ensuring the access HSBC clients currently have to some key international currency savings accounts is maintained. These new offerings from RBC will be in addition to the U.S. Dollar account RBC currently offers to its clients and will offer to HSBC clients.

Project : Client 360 replacing Sales platform

The goal of this project was to replace the internal banking system that RBC uses for advisers across the board.

The project was broken up into two phases. Phase 1 was introduced in July of 2023, and advisers from various domain personnel were chosen to participate in the pilot program and offer feedback on what was successful and what needed improvement.

After Phase 1 was completed in late October, Client 360 was temporarily put on hold so that adjustments could be made based on the feedback received and the program could be relaunched later in the year.

Features:

• Ease of navigating clients profile
• All the other applications like CART, CALL WRAP UP, RBIS, CASPER merged into one.
• Clients profile can be located with not only with client card but with any information on file

Project – New FHSA account for Wealth management

Announced as part of the federal government's 2022 budget, the new First Home Savings account came into effect in April 2023.

The project's main objectives were:

• FHSA being added to the department of direct investing and invest ease
• building a new FHSA webpage
• Including a link to launch a new website
• Adding FHSA option for Direct investing and Invest ease department.

Project - IMT adding client profile/No fee on IMT

The goal of this project was to simplify IMT for every client.

It involved allowing IMT clients to use the mobile app to create new recipient profiles without requiring them to log in to the web version.

Later, the service was significantly improved by removing the IMT cost and providing free IMT to all RBC clients.

Project- New ION cards

The project's objective was to replace the outdated rewards point cards with Avion points across all of the credit card types that RBC offered.

In late 2022, new ION cards were also issued along with Avion points.

• Avion points for groceries, dining out, and food delivery.
• 1 Avion point for every $1 spent
• Points can be redeemed for Redeem your Avion points to pay bills, pay down your credit card balance or even send money to friends with Interac e-Transfer Redeem your points for gift cards, merchandise, the latest Apple

Project: Interac limit increase

The improvement was the ability for customers to send more interactive e-transfers.

Features:

• New limit changed from $2500 to $10000
• Adding new limit message on the interact page
• Building a webpage with an instruction manual
• adding additional features to mobile and browser versions

Key Deliverables

• Followed AGILE methodology throughout the software development life cycle and analyzed risks that might lead to scope creep between releases.
• Led the Story Mapping sessions to capture Personas, Epics, High level User Stories (by using 3C’s criteria) in JIRA.
• Created detailed User stories (INVEST Criteria) along with Acceptance Criteria (SMART criteria) and reviewed the stories with the PO and the Scrum Team for common understanding of the requirements.
• Partnered with the PO to create, maintain and prioritize the Product Backlog and led the Product Backlog Refinement sessions to provide a walkthrough of the user stories to the core team.
• Contributed in Ceremonies such as Product Backlog Refinement, Sprint Planning Sessions, Daily Stand up, Sprint Review / Demo, Sprint Retrospective.
• Facilitated and conducted daily stand-up meeting, tracked and communicated velocity and sprint/release progress with business/product stakeholders and senior management.
• • Forecast, define and manage the requirements effort including cost and timeline. Engage, enable and lead stakeholders to final agreement and signoff of the business requirements.
• Acted as a SME to answer any queries from the Core team regarding requirements.
• Documented detailed analysis of end-to-end Business Processes, Architectural diagrams, and ensured information is accurate and complete. Obtained sign-off of the documented requirements from project sponsors and Stakeholders.
• Created Data Mapping documents, and reviewed detailed API documents.
• Performed Gap Analysis by identifying existing technologies, documenting the enhancements to meet end state requirements.
• Created screen mockups and worked closely with UI/UX designers and content writers.
• Created test cases for UAT and supported DIT/SIT testing phases by reviewing variances and provided technology feedback.
• Vendor management – Dealing with and acting as point of contact

• Creating business rules after understanding requirements and applying those rules in diagrams and user stories.

• Leading a diverse range of stakeholders; communicates effectively by adapting style and technique to a diverse audience.

• Proactively identify and track requirements risks, issues, assumptions, dependencies, constraints and anticipate and effectively manage risks related to requirements.

Skills Applied:

Agile Methodology, Requirements gathering, Elicitation and documenting User Stories, Stakeholder Management, and Interface design

Tools used: MS Visio, JIRA, Confluence, Slack, MS Office tools and SharePoint.

This Digital program was to majorly focus on adding screens to existing web app IOS/Android to link multiple accounts via single sign on functionality.

• As a Lead BA worked on the Enterprise-wide digital strategy initiatives to redesign Bank Mobile apps for iOS and Android. An agile-centric, collaborative team environment including product, design, development, and testing teams.
• Worked on state-of-the-art features within web portal within Bell
• Conducted working sessions with service providers and payment associations
• The entire Digital program was working in agile environment wherein web portal team had a Sprint Release every 6-8 weeks and all the projects were run in an iterative manner.
• Contributed in day-to-day project functioning during Release Planning, Sprint Planning, Daily Stand-ups, Retrospective Meeting, Demo, Product Backlog creation and grooming on JIRA, creating Burn Down Chart.
• Gathered and documented requirements from internal stakeholders representing various departments through engagements, requirements gathering workshops and analyzing business needs.
• Helped the product manager/scrum master in prioritization of user stories and grooming of product Backlog for the sprint and worked closely with all stakeholders.
• Worked with Project Delivery Lead, Product Manager, Scrum Master, Subject matter experts (SME's), tech leads and digital customer experience team to create user stories, acceptance criteria and develop use cases as per the requirements
• Worked closely with the design team and product leads to gather and define Business Requirements, Business Rules, message mapping and publish User Stories and Client Experience Documentation, wherever applicable.
• Conducted JAD sessions to bridge gap between business and technical team for common understanding.
• Conducted regular review sessions with design, development and QA team to provide a walkthrough of the User stories, related tasks, business rules, content and client experience documents.
• Identified, documented and highlighted issues/bugs along with description, its impact and helped the development team meet the defined acceptance criteria by removing ambiguity.
• Provided Demo of the functionality to the business stakeholders along with the help of developers and design teams and gathered regular feedback.
• Helped testing team in developing test cases and assisted the team for User Acceptance Testing (UAT) and post implementation verification.