1 of 20

Bryan Gilbert, Salvatore Sillari, and Vincent Tran

​

2 of 20

Agenda

  1. Meet the Team
  2. Project Overview
  3. Our Philosophy
  4. Issue Metrics
  5. RAG Status
  6. Budget Report
  7. Recommendation

​

​

3 of 20

Meet The Team

4 of 20

Meet The Team

Bryan Gilbert

Salvatore Sillari

Vincent Tran

5 of 20

Project Overview

6 of 20

Project Overview

  • Worldwide Leader In Credit Card Issuer With Over 200,000 Employees
  • Serves 90% of Fortune 500 Companies In Over 200 Countries
  • Frances Le & Citi Representatives Presented Business Structure
  • Provided Background On How Current Projects Are Being Analyzed
  • Goal: Provide Recommendations To Improve Analysis On Projects

7 of 20

Our Philosophy

8 of 20

“Don’t Give Me What I Asked For, Give Me What I Need.”

​

- Manager at KPMG -

9 of 20

Issue Metrics

10 of 20

Issue Metrics

  • Design Reports That Best Illustrates Issues Over Period Of Time
  • How Can Managers Get The Best Possible Insight On Their Issues?
  • 2 Main Dashboards For Issue Metrics:
    • Department/Team: How Are Departments/Teams Performing?
    • Priority/Risk: Which Department/Teams Are Most Critical?

11 of 20

Issue Metrics Demonstration

12 of 20

RAG Status

13 of 20

RAG Status

  • Automate RAG Calculation Status For Programs/Projects
  • What Is The Preferred Way To Calculate A RAG Status?
  • RAG Status Dashboard: Progress vs Time
    • # Of Tasks/ # Of Days 🡪 Baseline For Average Progress
    • Ability For Managers To Control Bandwidth Within Baseline

​

​

​

14 of 20

RAG Status Demonstration

15 of 20

Budget Report

16 of 20

Budget Report

  • Estimate Master Budget And Design Reports To Illustrate Projects
  • How To Calculate/Illustrate Project’s Budget To Project Managers?
  • Budget Report Dashboard: Ability To Manually Input Hours/Salary
    • Hourly Salary: Different Roles Within Project Have Different Salaries
    • Hours Worked: Project Requires Different Amount Of Labor Hours

​

17 of 20

Budget Report Demonstration

18 of 20

Recommendation

19 of 20

Recommendation

What Value Can Citi Get Out Of This Presentation….

​

  1. Issue Metrics Project:
    • How Are Departments/Teams Performing?
    • Which Departments/Teams Are The Most Critical?
  2. RAG Status Project:
    • Allowing Managers To Have Flexibility To Control Bandwidth
  3. Budget Report Project:
    • Inputting Different Hours/Salary For Types of Roles Within Project

​

​

20 of 20

Thank You