Investment Process Participants

There are several types of on boarding that relate to both business and investors structure and size, their specific purpose for investing and their local regulatory constraints. The Main Participants I will be focusing on four main participants in this post financial advisers (FA) and investors (I), either or both of these may be constituted by companies, funds or individuals and para planners (PP), local office administrators (external or internal) (AD), company back office administrators (AD). Other participants are traders, local regulation, international treaties, company regulation, regulatory reporting, trustees, product managers and the security services. Financial Adviser The role of the financial adviser is shapedRead More →

I have been involved in Agile for a very long time, mainly because it uses methods from the human computer interaction scientific process (CHI/HCI). Agile Networking Group (20,000 members on LinkedIn) https://www.linkedin.com/groups/81065. Signed the Agile Manifesto on 3rd April 2008 (http://agilemanifesto.org/display/000000111.html) Certified member of the Scrum Alliance Certificant ID: 52664 I’m surprise no one else has blogged about the use of CHI/HCI processes in Agile before, but though I should say something as I keep getting told that it’s interesting how many CHI/HCI people have embraced Agile. In fact it’s the other way around we have simply re-appropriated our own techniques that have new Agile names.Read More →

Requirements gathering in Banking change programs are over detailed, over long and for the most part undeliverable. There is and has been a huge requirement for change in British banking for several years as senior bankers have sought to lever the capabilities of technology and distributed workforces. This has in turn a great opportunity for IT consultancies to enforce their business models on the banks and make huge amounts of money without delivering anything. This has of course not gone unnoticed and forced many banks to increase their internal IT teams, but the problem remains, as the overall strategy is wrong. The current strategy forRead More →

There are lots ways to elicit UCD requirements so I don’t intend on listing them all here, what I will note are some of the effective ways that I utilise. They can be described as structured, unstructured or a mixture of the two, but importantly the methods produce differing depth of requirements dependant not only on the method but on the skill of the facilitator and the characteristics of physical location used. In effect the method used is limited by the capability of the facilitator.Read More →

People focused Capturing requirements is subject to other peoples availability, this remains one of the most painful parts of the process as few participants seem to understand just how important their experience is to the project. Often a participant can shape the final output without realising they have done so, I include a Show and Tell component to requirements research as it informs participants that the information provided is important, has been used and is affecting the whole project. Additionally Show and Tell is critical to validation and creating buy in. I will post more about Show and Tell later. Screening Participants Creating a participantRead More →

It is an understood factor in travel that if the journey starts even half a degree wrong then the final destination will be considerably different from where the person intended to be, this is for many why there is a make do culture when working with technology requirements. Unfortunately bad requirements gathering can seriously derail a project before it really begins.Read More →

User centered design (UCD) is a project approach that puts the intended users (audience) of a product or piece of technology at the centre of its research, design and development. It does this by talking directly to the user at key points in the project to make sure the product or piece of technology will deliver upon their perceived requirements and align the client with their market. The following elements operate in a cycle being repeated until the project’s objectives have been attained. This makes it critical that the participants in these methods accurately reflect the profile of actual consumers. ISO 13407 outlines four essentialRead More →