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CLIENT HISTORY

NASDAQ

For several years we were brought on board to our financial services client based in New York City. We re-designed several existing data platforms as well as build several key components of their flagship "IR Insight" product.​

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I. Product Management:

Managed four enterprise-level IT projects from Inception to Production concurrently                       â€‹â€‹

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II. Program Management:​

Demonstrated functional delivery of product roadmaps for senior stakeholders

Established delivery timelines by analyzing requirements and deliverable

Formulated overall project plans accounting for dependencies and resources​​​

Freddie Mac

For several years we were brought on board to our financial services client based in New York City. We re-designed several existing data platforms as well as build several key components of their flagship "IR Insight" product.​

​

I. Product Management:

Managed four enterprise-level IT projects from Inception to Production concurrently                       â€‹â€‹

​

II. Program Management:​

Demonstrated functional delivery of product roadmaps for senior stakeholders

Established delivery timelines by analyzing requirements and deliverable

Formulated overall project plans accounting for dependencies and resources​​​

For several years we were brought on board to our financial services client based in New York City. We re-designed several existing data platforms as well as build several key components of their flagship "IR Insight" product.​

​

I. Product Management:

Managed four enterprise-level IT projects from Inception to Production concurrently                       â€‹â€‹

​

II. Program Management:​

Demonstrated functional delivery of product roadmaps for senior stakeholders

Established delivery timelines by analyzing requirements and deliverable

Formulated overall project plans accounting for dependencies and resources​​​

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BARCLAYS

Barclays in the US and UK went through a fundamental change in their organization globally. During a period of historical uncertainty in the world's financial marketplace KB was able to step in and help created a three pronged approach to alleviate some of the issues: 

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I. C Level Vision Setting:

Executed an initiative to record, track and report ownership of 46,241 balance sheet accounts for the CFO of the Americas.

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II. System Design:

Wrote multiple business requirements documents (BRDs) designed to improve current finance functions that had a substantial impact on retention and future staffing needs of our client.​

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III. Measuring Cost Savings:

Achieved a savings of 35MM in capital allocation by tracking disparities between US GAAP and IFRS

MARRIOTT

KB was asked to serve in an advisory role that created a new e-commerce buyflow for Marriott’s timeshare business

 

I. Scoping

Identified several core customer paths and gained consensus

 

II. Analysis:

Analyzed and compared other industry approaches in the space

 

III. Implementation:

A team of KB Consultants comprising of Product Managers and Product Owners wrote the Epics, Features and User Stories needed to deliver the entire experience and worked with in-house delivery teams.

 

IV. On-going Support:

Worked closely with senior management to ensure a successful launch for dozens of stakeholders as well as fast followers post launch

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