- IBM internal use only -

SW Partner Call - May 2008

FSS GD Success Story

Bank of Montreal case study

Ruchir Asthana Director & FSS Leader, IBM India

Breadth of Services

Multiple Domains
- Risk & Compliance
- Financial Reports and Back office
- CRM
- Credit Cards and Payments
Multiple Technologies
- Mainframe Assembler, PL1, CICS, FOCUS
- DW&BI Ab Initio,
- Java / MS .Net ASP
- Peoplesoft, Siebel, Cognos
- Oracle, DB2, Reports
Multiple Services
- L2 & L3 support, Development (including Iterative)
- Migration and Porting

Multiple Engagement Models

- Production Support and Maintenance
- Capacity Model
- DCUT Projects

Additional services and roles

- QA / Testing
- Business analysis
- Application Package SMEs

Copyright IBM Corporation 2007

Engagement Landscape

BMO Program MSA Signed in 1Q 06

Current India Head Count # 200
Multiple Delivery Models
Spread across Lines of Business
Multiple Technologies
Multiple Site Delivery

Copyright IBM Corporation 2007

Engagement Landscape

contd

Current Status

Diverse portfolio of work to IBM India

200+ FTEs to IBM India

Bangalore, Hyderabad, Kolkata, Toronto

75% offshore / 25% onshore

Application Maintenance & Support (AMS)

-

Corporate Finance, Basel, Information Management, Capital Markets

Mutual funds (mainframe), Siebel,

Capacity Pools
-

Mainframe, Forms, Information Management

Application projects
-

Using Microsoft, IBM Websphere, Mainframe etc.

Copyright IBM Corporation 2007

BMO Engagement History of this seemingly lasting partnership

BMO Partnered with IBM

for a staff supplementation

2004-05

IBM-BMO identified
strategy to help BMO
on their vision. MSA
Signed

2006

Ramped up to 225+
Capacity Model
AMS/Development
Projects

2007

Focus on Domain
Knowledge, Testing,
Business Frame Work
and Capacity Model Pool

2008

Major Achievements
Successfully completed 8 Development and Enhancement projects with Zero schedule variance
Completed 10 development and 8 maintenance releases - ETL - Ab Inito
Evolved AD-AS processes to synergize between development and support group
1st Fiscal Year-end under GR services successfully completed in Nov 06; preparation related to
2007 Fiscal Year end has completed
Initiated Six Sigma projects for Development and AMS projects
Completed the 3 major projects through Iterative project model

Copyright IBM Corporation 2007

IBM BMO Governance

IBM India

IBM Canada

BMO

Vimal

Maureen Hall

Kathleen

Soumya, Niladri
Manju, Muthu, Saina
Anindya

Corporate Services (CS)

GR Basel, IM Capacity,
IM Prod

Bev Crane

Reid and Wendy

Senthil, Shine

CM-RMG

Glenn Martin

Anna,
Angela

Venkat R Bonam

Sales & Services

Tamer Mahdi

Sharie and Marilyn

Sasikant

Optimizer

Justin Wortley

Roger

Narasa, Murthy

CFM-IPS
CFM-TPM, MF Capacity

Tamer Mahdi

Marilyn

Copyright IBM Corporation 2007

Best Practices

Standardized Application Development and Application Support Process

Lesson Learnt Workshops at end of each project
Applying Matured CMM Level 5 Processes
Monthly Process Review and Project Health Check
Extensive use of IBM Collaboration Tools
Resource Retention through Internal Rotation
Periodic Team Building and Team Bonding exercise
Using Iterative development based on RUP principles
Initiated the joint PMR between IBM and the client
Standardized and automated effort estimation model saving time on validation and building client trust
Certified Function Point Specialists (CFPS), Certified Software Quality Analysts (CSQA), and Quality Champions
(QAmbassadors) dedicated for engagement success

Copyright IBM Corporation 2007

Q&A

THANKS

Copyright IBM Corporation 2007