SMBC #POC2
A Japanese multinational banking and financial services with a need to be a pioneer in applying AI technology in Banking industry as well as to save a great amount of time and effort for employees in Credit analysis progress.
My Role
Project Coordinator: This was my very first project as an IT Project Coordinator. The project was the 2nd POC that Nexus co-operated with SMBC to test out the possibility of the AI model with the customized Spreading logics to correctly display the accounting items along with its values on a website as a working prototype.
The project required a tight timeline with a high expectation from client that called for a great management responsibilities, which included:
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Communicated closely with multi-national members thoroughly in the whole project to understand the blockers/obstacles
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Managed the tasks allocation and timeline
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Updated documents along with project progress (WBS, Document list, Resource management...)
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Tested the product with the team
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Daily stand-up meetings
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Reporting (daily, weekly and for important milestones)
Lessons learned:
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Be honest: the model does not work perfectly, especially when being applied with a customized solution for a client. Be honest about what is going on and the problems the team is facing is the shortest way to client's sympathy.
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Be clear about the expectation: expectation is an important thing that may affect future co-operation, overpromising can set client's expectation out of the team's capability. Hence, controlling expectation plays a big role in the project's success in general.
