Manager Project

PHANINDRA SAGI

Toronto, Canada Email ID: ******************@*****.*** Contact No: 647-***-****

Professional Summary

Overall 11+ Yrs of Experience in Quality Assurance (QA) with a proven track record of strategic QA vision, quick delivery, and demonstrated ability to inspire/mentor quality assurance teams to implement latest QA programs for maintaining industrial quality standards.

Driven QA with experience delivering large scale staff augmentation testing services, continuous improvement and innovation, change management, proofs of concept, and resource management.

Worked in coordination with other departments in implementing the quality standards and benchmarks – Developed new matrices and benchmarks of quality standards, directed towards improving performance of departments.

Acted as a focal point and leader to all quality related programs – Managed QA activities to ensure maximum quality and effectiveness.

Developed QA procedures and established quality assurance methodologies/standards in order to clarify the quality objectives of the organization.

Performed various roles as Delivery QA Manager/Program Level QA Manager/QA Manager/QA Lead and QA Analyst within the experience gained.

Overall 11+ Yrs of Experience in working Banking and Financial Domain projects.

Overall 11+ Yrs of Experience in Managing, Leading and Testing Projects on Microsoft Share Point, Commercial Banking Applications, Brokerage System Applications, Credit Card Applications - VISIONPLUS, Online Banking Web based Applications, Enterprise Financial Systems – PeopleSoft, Hyperion applications and Data Ware House Applications.

Overall 11+ Yrs of Experience in Test Management Tool HP Quality Center and HP ALM.

11 Years of Experience in Effective Defect Management Process which includes Defect Prevention, Baseline Deliverable, Defect Discovery, Defect Resolution and Process Improvement.

5 Yrs of experience in QA for the Enterprise PeopleSoft General Ledger module (9.1v), nVision Reports, OBIEE (11g) Reports and ETL testing.

9 Years of Onsite Experience at Canada and worked under Onsite Offshore model. Maximum Size handled up to 25 people.

CSTE certified (Certified Software Tester) (Valid From: 03/24/2007 to: 03/24/2010).

Core Competencies

Talented and accomplished Quality Assurance management professional with an extensive background in quality assurance in the software industry.

Hands-on manager with proven ability to direct and improve quality programs, reducing defects and improving overall efficiency and productivity.

Highly adept at developing and implementing test strategies and quality methodologies to support development and release of business applications.

Close familiarity with the tools, concepts and methodologies of quality management.

Ability to train, lead, and motivate effective cross-functional teams. Experience in the integration and testing of third-party software. Presentation and technology leading skills, results-oriented person.

Hired, trained, and supervised team size up to 30 quality assurance professionals.

Ability to manage large testing engagements with distributed delivery location which would include multiple projects within a single portfolio.

Ability to manage repeatable standard processes along with an ability to find, own and resolve ad-hoc issues.

Effective Defect Management Skills which includes but not limited to Taking ownership of Complete Defect Cycle, Set-up of Defect Meetings, Prioritize Defects across different Portfolio’s, Deployment Schedule for the Defect Fixes, Escalations whenever required, Preparation of Defect Status Dashboards using HPQC and Excel for the higher management and for the Project team.

Streamlined QA processes.

Eye for detail – Plans and organizes tactics for improvements at work.

Planning and Forecasting.

Coordinated QA efforts that resulted in consistent on-time delivery of regularly scheduled maintenance releases.

Introduced cross-training of QA and development engineers. Program increased identification of defects and decreased overall number of defects. Enhanced communications between Development, QA, and Training groups. Increased training of engineers, resulting in improved quality levels. Key member of team designed to guide new customers through initial product launch by providing early adapter training.

Good team-handling abilities – Possess the ability to interest and convince others when changes are required.

Handling team dynamics & conflicts, and ability to handle large team dynamics.

Gathered experience in testing and QA life cycle and automation experience at Testing, System Testing, Regression Testing, Functionality Testing, Front End & Back End Testing, Formulating Test Strategies, Test environment, Preparation and execution of Test Plan and Test Cases etc.

Identifying, analyzing defects, questionable functions, errors, and inconsistencies in software program functions, outputs, online screens, and content.

Coordinating test efforts with the development team to ensure quality and timely delivery of the product as per the business requirements

Ability to work in multiple concurrent projects, objective, groups and activities.

List of Clients Worked So Far

TD Bank, Toronto, Canada – From March, 2016 – Till Date. (Around 1 Yr.)

From June, 2014 – July, 2015. (Around 1 Yr.)

Scotiabank, Toronto, Canada – From Aug, 2015 – Feb, 2016. (Around 6 months.)

From Jan, 2011 – May 2014. (Around 3.5 Yrs.)

Dow Jones Client – From May, 2010 – Dec, 2010 (Around 8 Months).

Macquarie Financials, Toronto, Canada – From Dec, 2009 – April, 2010 (Around 5 Months).

CIBC Bank, Toronto, Canada – From July, 2008 – Nov, 2009 (Around 1.5 Yrs).

CitiFinancial’s North America Client – From March, 2006 – June, 2008(Around 2.25 Yrs).

Current Role

Currently working as a Delivery QA Manager/QA Manager for TD Bank, Toronto client as a Contractor and a Contractor to IBM Canada.

Education and Training

First Class with Distinction from Anna University in Bachelor of Computer Science and Engineering (2001-2005) with 75.01%.

Final year project awarded as Best project for the branch Computer Science and Engineering.

SKILL Set

Databases : Oracle, SQL Server

ERP : Enterprise PeopleSoft Financials – General Ledger 9.1v, OBIEE, Hyperion

Web technology : Java and .Net

Applications Worked : Vision Plus, In-House Banking applications developed in Java and

.Net, Web-based, Mainframes, Data Ware House

Operating systems : Worked extensively in Windows 95/98/NT/2000/XP, Mainframes

Management Tools : Microsoft Project Planning, Excel, Word, Visio

Database : SQL, SQL Queries

Bug tracking tool : JIRA, Bugzilla, HP Quality Center, HP ALM

Projects

Client : TD Bank

Portfolio : Marketing, Finance Portfolios

Application : Mainframe, SQL Developer, Web-based

Tools Used : HP QC, Share Point, Database, MS Excel, MS Office, MS

Access, MS Project, Power Point, File-Aid, SQL Navigator, MS

Visio

Period : From March, 2016 – Till Date

Roles Performed : QA Delivery Manager / QA Manager

Team Size : Max size up to 12

Marketing Portfolio Description:

Marketing Portfolio consists of EDW, BDW and CrossSell. EDW (Enterprise Data Warehouse) and BDW are a centralized repository of customer and account information pulled from Approx 50 different source systems each. In EDW/BDW, data is:

Transformed to a standardized format and definition and loaded into tables for easy manipulation and interrogation

Organized by subject areas such as customer, account, holding and transactions

Secured by database views that allow users access only to the data they are authorized to utilize for the purposes of their job function

EDW is built on a DB2 relational database residing on a UNIX platform (IBM AIX) called Data Warehouse Platform (DWP).

It includes metadata, an on-line data dictionary defining the data contents, source information and conditions to ensure a common understanding and interpretation across the bank.

Finance Portfolio Description:

Finance Portfolio consists of working on all the Finance application Upgrade projects. It includes FDM, FDW, Consolidation, and PSGL Currency Upgrades.

As a Delivery QA Manager / QA Manager

Responsible to provide ROM level estimates for all the projects during the Initiation Phase.

Responsible for the resource allocation for the projects in pipeline

Review Test Estimates and provide any feedback

Review Test Planning activities which includes Test Strategy, Test Plan, Test cases and Traceability Matrix

Review Test Execution activities, which include Test Execution and Defect Management.

Point of Escalation from the Testing team.

Attend Defect Triage calls and prioritize the defects raised.

Review Test Closure report and provide any feedback.

Ensure that QA process is documented and communicated and adequate to ensure agreed quality levels for the application.

Develop efficient relationships with all stakeholders and staff members and prepare and publish all status reports on monthly and weekly basis and participate in various release meetings to analyze all Quality Assurance activities.

Provide training and assistance to testers to ensure they are following testing and defect reporting processes.

Client : Scotiabank

Project : Revolving Credit Projects

Application : Host

Tools Used : HP QC, Share Point, Database, MS Excel, MS Office, MS

Access, MS Project, Power Point, File-Aid, SQL Navigator, MS Visio, IBM Hummingbird, IBM Host on Demand, Mainframes interface for 3270 terminal emulators.

Period : From August, 2015 – Till date

Roles Performed : Overall QA Project Lead/Manager

Team Size : Max size up to 6

Project Description:

Project Name: Pricing Optimization Changes

Credit Cards launched an initiative to explore opportunities to generate incremental revenue by optimizing pricing levers relative to the competition. A review of competitive disclosures from other

Financial Institutions shows that Scotiabank is misaligned with most major Financial Institutions, and is lagging some key competitors with respect to terms, rates and fees. Numerous separate initiative have been identified to drive higher Net Income and Non-Interest Revenue, and to reduce costs (Rewards costs). Pricing Optimization project is to implement pricing (interest rate, fees and terms) related changes that will drive higher Net Income and Non-Interest Revenue, and that will reduce costs.

As an Overall QA Project Manager

Responsible for management of all Quality Assurance functions include planning, strategy, testing execution and tools

Responsible of managing multiple projects with a team of 5 Onsite and 12 Offshore team of QA Analysts

Manage all communication with business partners and senior management to achieve all project objectives and perform tests on same and manage multiple functional areas.

Ensure that QA process is documented and communicated and adequate to ensure agreed quality levels for the application.

Estimate the test effort and team (size, skills, attitude and schedule)

Oversees determination of need, selection and implementation, and maintenance of QA tools.

Coordinates team of testers and activities across all modules

Assign tasks to the Software Test Engineers based on the software test plan.

Track the assigned tasks with respect to the software test plan and the project schedule.

Ensure traceability of test cases to requirements, working with the project Business Analyst to ensure all requirements are tested.

Provide input, oversee and review the writing of use cases and test cases. Work with Testing Coordinator and others to ensure use cases and test cases are written correctly to ensure complete test coverage.

Provide training and assistance to testers to ensure they are following testing and defect reporting processes.

QA issue prioritization and resolution facilitation.

Facilitates weekly Quality Assurance meetings and maintains agenda

Consolidate and report test results to the concerned stakeholders

Client : TD bank

Project : Hyperion Upgrade and Hyperion Tax Provision Tool

Application : Hyperion 11.1.2.5

Tools Used : HP QC, Share Point, Database, ETL, Smart View, MS Excel, MS Office, MS

Access, MS Project, Power Point

Period : From June, 2014 – June, 2015

Roles Performed : QA Manager (From Tata Consultancy Side)

Team Size : Max size up to 10

Project Description:

Hyperion Upgradation project is an upgradation project from 11.1.1.5 to 11.1.2.5 and Hyperion Tax Provision tool project is the new implementation for the bank to calculate the tax payable. TD is one of the earliest clients to have the Hyperion Tax Provision tool and none of the other client has this tool in production.

As a QA Manager

Setup and Maintain Test Environment/Test Bed for weekly builds, SIT builds, UAT builds

Implement all project related activities and resolve all quality issues and look in to various quality assurance activities and perform various tests on all new applications and monitor project lifecycle.

Prepare and validate all quality project documents and recommend improvements to quality if required and assess all non-compliance trends and provide required training to all business groups to resolve all issues

Coordinate with stakeholders to design strategies to improve all business and maintain optimal quality and determine appropriate benchmark for all team and recommend ways to improve quality of products and maintain customer satisfaction.

Develop efficient relationships with all stakeholders and staff members and prepare and publish all status reports on monthly and weekly basis and participate in various release meetings to analyze all Quality Assurance activities.

Ensure efficient working of all new and enhancement projects and maintain quality within departments and perform corrective actions if required.

Adhere to best practices, standards and procedures in maintaining and assuring quality.

Keep track of current street release/s and on-going project in terms of issues, customer incidents and feedback so as to plough back the learning and improve regression testing and coverage during future testing projects and assignments.

Take appropriate corrective remedial measures in ensuring quality in products or services

Mentoring new joiners, giving training and presentations to team members on the module specific functionalities or on a new tool or processes.

Manage and lead a team of test analysts to achieve the team goals as per schedule and within budgets and ensure the team members are retained and motivated to accomplish the tasks with high productivity.

Complete the quarterly and annual appraisals of the team within the appraisal periods.

Weekly reports and product quality metrics reports for the team are sent to management within

The management and control of all defects within the in-house development environments.

To own and chair daily defect calls with lead Development, Test and Operational Teams, and to provide clear minutes and actions.

Definition, ownership and management of the Defect Process.

Liaising with the Problem Management Team to ensure a clear and efficient interaction within overlapping processes, and to promote this with all customers.

Ensuring all defects are entered correctly and controlled / managed as effectively as possible through their lifecycle.

Maintain defect triage process and continuous defect review in software organization.

Able to take coordinate and monitor of testing on Development version and be a single point of contact for the assigned modules for testing.

Preparation of test effort estimations and able to manage team deliverables within the given set of resources on time lines already agreed.

Client : Scotiabank

Project Name : Enterprise General Ledger

Application : Enterprise PeopleSoft Financials Applications– General Ledger 9.1v

Tools Used : HP QC, Share Point, Database, ETL, nVision reports, MS Excel, MS Office, MS

Access, MS Project, Power Point

Period : From Jan, 2011 – May, 2014 (Around 3.5 Yrs)

Roles Performed : QA Manager (From Tech Mahindra Side)

Team Size : Max size up to 10

Project Description:

Enterprise General Ledger (EGL) is a project for performing Financial, Regulatory and Statutory Reporting. EGL replaces current Scotia’s EO INEA. EGL creates and processes journal entries, Close ledgers, Processes multiple currency; Creates and processes Average Daily Balance (ADB), Consolidates financial data, Review financial information, Generate regulatory ledger reports, Generate general reports, Create and process Interunit and intraunit transactions, Enter and process statistical transactions, journal entries for process.

The major functionalities that are covered are:

Identifies the type of business unit-level security to use for the bank reconciliation process

Enables to maintain multiple ledgers

Alternate account produces journal line/transaction level balances for statutory reporting requirements.

To segregate Interunit transactions for Business Units by legal entities such as corporations, partnerships, and sole proprietors, and to use different Interunit Payables and Receivables depending on whether the transaction is InterEntity or Intraunit.

To define an Account value as Balance Sheet or Off Balance Sheet

To use the Book Code feature to further segregate transactions into balancing subsets within the same ledger

As a QA Manager

Setup and Maintain Test Environment/Test Bed for weekly builds, SIT builds, UAT builds

Participate in Design, requirement, functional and technical requirement walk troughs provide test impact inputs and seek clarifications on the design documents.

Keep track of current street release/s and on-going project in terms of issues, customer incidents and feedback so as to plough back the learning and improve regression testing and coverage during future testing projects and assignments.

Mentoring new joiners, giving training and presentations to team members on the module specific functionalities or on a new tool or processes.

Manage and lead a team of test analysts to achieve the team goals as per schedule and within budgets and ensure the team members are retained and motivated to accomplish the tasks with high productivity.

Complete the quarterly and annual appraisals of the team within the appraisal periods.

Weekly reports and product quality metrics reports for the team are sent to management within

The management and control of all defects within the in-house development environments.

To own and chair daily defect calls with lead Development, Test and Operational Teams, and to provide clear minutes and actions.

Definition, ownership and management of the Defect Process.

Liaising with the Problem Management Team to ensure a clear and efficient interaction within overlapping processes, and to promote this with all customers.

Ensuring all defects are entered correctly and controlled / managed as effectively as possible through their lifecycle.

Maintain defect triage process and continuous defect review in software organization.

Maintaining absolute integrity of the defect database and ensuring a full audit trail for any changes made to defect status outside of the published defect process.

Represent the regional position on defect status to both regional users and international staff on a regular basis.

Schedule and as per the defined formats.

Able to take coordinate and monitor of testing on Development version and be a single point of contact for the assigned modules for testing.

Preparation of test effort estimations and able to manage team deliverables within the given set of resources on time lines already agreed.

Client : Macquarie Financials

Project Name : Online Web Application for Advisors and Staff Login

Application : Brokerage systems, .Net

Tools Used : HP QC, Share Point

Period : From Dec, 2009 – April, 2010 (Around 5 Months)

Roles Performed : QA Manager

Team Size : 5

Project Description:

This brokerage online application includes in detail the Origination process for the EquityPlus Canada product and includes:

Client facing web pages for online application capture

Internal screens for application processing

Data extract for credit adjudication and account opening in Profile

An application can be submitted either by the Advisor or by the staff login. Application submitted by Advisor should send the generated PDF application file to Macquarie Financials Ltd for further process. A Macquarie staff should be able to approve, reject or keep in pending status of the application.

As a QA Manager,

Developed quality assurance plans by identifying critical control points and preventive measures; establishing critical limits, monitoring procedures, corrective actions, and verification procedures

Validated quality processes by establishing quality attributes; measuring production; documenting evidence; determining operational and performance qualification; writing and updating quality assurance procedures.

Prepared quality documentation and reports by collecting, analyzing and summarizing information and trends including failed processes, corrective actions, and re-validations

Mentoring new joiners, giving training and presentations to team members on the module specific functionalities or on a new tool or processes.

Apply quality tools, methodologies and procedures in ensuring quality services to customers

Initiate and establish quality assurance standards conforming to customers' needs.

Oversee defects to progress on time and stick to defect tracking standards

Offer accurate status on defect information and metrics.

Record, assess and approve Tracking system issues, suggested ownership, priority and issues

Design, track and disseminate metrics to monitor software quality.

Client : CIBC

Project Name : In-House Applications related to Online Web Applications and Mainframe

Applications

Tools Used : HP QC, Share Point

Application : Mainframe applications, .Net

Tools Used : HP QC, Share Point

Period : From July, 2008 – Nov, 2009 (Around 1.5 Yrs).

Roles Performed : QA Lead/QA Manager

Team Size : 7

Project Description:

SIN Consent: Currently, PDAO and STB can perform a credit bureau check during the account open process. When obtaining a credit bureau report, the SIN number is used by the credit bureau provider to increase the probability of an accurate file match.

Currently, Simplified Transaction Banking (STB) can also perform a credit bureau check, during the maintenance process, for existing accounts. The credit bureau can be requested during the account maintenance function if the customer wants to increase their access to funds limit or apply for or increase to their overdraft limit.

UCA Release 3.0: The main components in scope for UCA Aeroplan Release 3:

1. System acceptance of non-PCA/SAV files of UCA records for a Promo Bonus Miles payment. (Non-PCA file is an external file from Customer Marketing (CIDM)).

2. Automate payment of Welcome Bonus for non-UCA accounts converting into UCA accounts with the Aeroplan feature turned on.

The UCA provides clients with unlimited number of transactions receive free personalized cheques and pay one flat fee each month coupled with the option to earn Aeroplan Miles.

The Aeroplan Reward Miles are awarded to UCAs that meet defined qualification criteria.

PCA/SAV calculates the Aeroplan Miles to be awarded to each UCA on the 2nd business day of the following calendar month.

D&H: Changes are needed to the D+H Cheque ordering list as a result of the annual D+H Catalogue changes.

Premier Service, Imperial Service & Private Banking accounts standard cheque default orders will remain as it is. The Key changes are

1. All standard default cheque orders will change from Securitone 150 Singles (0133) to Securitone 100 Singles (0135).

2. All standard default cheque orders will change from Securitone 150 Singles (0133) to Securitone 100 Singles (0135) to support PDAO backend changes.

As a Test Lead / Test Coordinator/ Test Manager,

Check / Review the Test Cases document

System, Integration and User Acceptance prepared by test engineers.

Analyze requirements during the requirements analysis phase of projects.

Keep track of the new requirements from the Project.

Forecast / Estimate the Project future requirements.

Arrange the Hardware and software requirement for the Test Setup.

Develop and implement test plans.

Escalate the issues about project requirements (Software, Hardware, Resources) to Project Manager / Test Manager.

Escalate the issues in the application to the Client.

Assign task to all Testing Team members and ensure that all of them have sufficient work in the project.

Organize the meetings.

Prepare the Agenda for the meeting, for example: Weekly Team meeting etc.

Attend the regular client call and discuss the weekly status with the client.

Send the Status Report (Daily, Weekly etc.) to the Client.

Frequent status checks meetings with the Team.

Communication by means of Chat / emails etc. with the Client (If required).

Act as the single point of contact between Development and Testers for iterations, testing and deployment activities.

Track customer facing issues in customer support tracking tool.

Escalate unresolved issues for suitable customer support level.

Conduct test and demos and inspect to certify product readiness for quality gates.

Track and report upon testing activities, including testing results, test case coverage, required resources, defects discovered and their status, performance baselines, etc.

Assist in performing any applicable maintenance to tools used in Testing and resolve issues if any.

Ensure content and structure of all Testing documents / artifacts is documented and maintained.

Document, implement, monitor, and enforce all processes and procedures for testing is established as per standards defined by the organization.

Review various reports prepared by Test engineers.

Log project related issues in the defect tracking tool identified for the project.

Check for timely delivery of different milestones.

Identify Training requirements and forward it to the Project Manager (Technical and Soft skills).

Attend weekly Team Leader meeting.

Motivate team members.

Organize / Conduct internal trainings on various products.

Client : CitiFinancial North America

Project Name : In-House Applications related to Web Applications and Mainframe

Applications

Application : Vision plus (Credit-Card Application), Java

Tools Used : HP QC, Share Point

Period : From March, 2006 – June, 2008(Around 2.25 Yrs)

Roles Performed : QA Tester

Team Size : 20

Project Description:

Existing Merchant Website) – U.S. and Canada PHASE TWO: 2005-1041 (Phase II): Phase II of the new site will allow existing CFRS/CFSF merchants to do the following:

Process sale, return, void, batch, payment transactions on a customer account online

Request credit line increase request

Design Assumptions

Phase I (2005-0609 Existing Merchant Website) will be in production prior to Phase II.

Spanish and French translations will be provided.

The graphics designer will complete all mock-up screens.

Existing Merchant Website (U.S. and Canada): The Sales Finance department would like to create a new CitiFinancial Retail Services Web site that addresses both prospective and existing merchants. This project and its corresponding documents specify www.citifinancialretailservices.com and other new Web sites as they relate to existing merchants (those that are set up on Vision and have a working business relationship with CitiFinancial Retail Services).

Existing United States, Canada, and Mexico Private Label merchants will have the capability under this project to log on to the new Web site in either English, Spanish or French to set up customer applications. Additional phases of the project will allow those same dealers to fund the applications and will also provide various Customer Service/Marketing features.

New Application Counter Offer Letter Canada: Legal has just advised that CitiFinancial Retail Services must send a counter offer letter to customers in Canada who are approved for an amount less than they requested. This letter must be automatically sent seven days after the application is approved and the amount is still less than the requested amount

During normal application processing, when an app is approved for a private label account, CDM, Brick CDM and Puerto Rico CDM will send the amount requested and up to 3 distinct Credit Bureau name codes to CMS, Brick CMS and Puerto Rico CMS respectively during the account build process, in the account build request.

ALSO: Customers that qualify for credit under the ALSO criteria will receive a lower credit line and a limited number of available credit plans. Participating merchants will fund the risk associated with the program by paying a higher discount for the ALSO plans; there will be no pricing impact to the cardholder.

This Functional Spec describes the changes needed to the One Source Vision production region to support the new functionality as well as changes needed for Hypercom, System to System, and Kiosk Point of Sale devices

As a QA Tester, responsible for

Understanding the project functionality through FSD

Getting any supportive documents related to the project which helps out during execution

Getting clarity on the type of account we need to take for each scenario

Preparation of High level Test Plan ensuring all the functionalities being added

Preparation of Low level Test Plan

Preparation of Test scripts mentioning any pre-requisites(If needed) which helps out in

Execution.

Uploading the test scripts in Quality center and Planning

Sanity Checking before the scheduled start of Execution to test the base functionality

Execution of scripts and QC updations on a daily basis

Contact this candidate