Program Manager Digital Transformation
Resume:
Joseph Man, M.Sc., PMP, CBAP, CISSP, TOGAF *
Professional Bio
Contacts
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https://www.linkedin.com/in/joseph-man-1a208436/
https://www.slideshare.net/josephman1
About Joseph Man
Career Journey
Key Achievements
Delivery Philosophy Key Strength and Skills
With over 25 years of experience in various technology roles, Joseph Man is highly skilled as a technology executive with strong capability on program delivery and operational management. With attention to details and highly devoted to commitments, he successfully delivered digital transformation for various sectors he worked with including Financial Services, Fintech, and Management Consulting.
Joseph starts his career in the technology of the HSBC group. During his career, he plays different roles from developer, application supports, QA manager, project manager and business analyst. Gradually, he transitions into leadership positions from Development Manager, Lead Solution Architect, to Director of Program Management and Business Analysis. He managed the product roadmap for Global Wealth Management and successfully initiated multi-millions worthed projects for revenue generation, process improvement and sales quality control delivered to Asia Pacific, Europe & Middle East, and North America. After working 20 years in Global positions, Joseph relocated to Canada and joins various local Canadian Banks, fintech, and management consulting, continues to help companies and organizations to delivery programs, improve process, and provide consultancy to help deliver digital transformation and projects. Joseph after managing a development team and taking up a solution architect role, he directed a team of 14 PM/BA in HSBC managed the product roadmap of the Global Wealth Management Technology supporting over 40 countries in the group. He successfully initiated projects for UK, Mexico, Philippines, and Global Premier. In addition, with his management on an annual portfolio of USD$30mil, he delivered solutions successfully to France, Canada, UAE, Singapore, Taiwan, Hong Kong streamline and enhanced processes of retail brokerage, financial planning, customer dashboard, and Sales performance accelerator. When he works for BMO, Joseph delivered various complex projects on credit cards, insurance, corporate systems and other infrastructure implementation with proper financial considerations when decision making and planning. He provided strong consultancy to fintech on project management process improvement and project initiations. Lately he was a Director Consulting Expert in CGI assisting a bank clients when initiating a CAD$15mil Generative AI/Cloud CCaaS migration program. Joseph believes that technology is not
something to be delivered on its own but is a
platform to be provided for business to strive
and to resolve business problems. Digital
Transformation should bring a value chain not
just relying on technology, rather, together
with people, process, and data, can
accomplish a business result that can help
an organization to strive and deliver positive
impacts and improvements.
Program/Project Management Digital Transformation Design Thinking Business Analysis
Requirements Management Solution Roadmap
Business Continuity Planning Information Security Management Vendor Management Operations Management
Relationship Management Release Management
Enterprise Architecture Strategy Planning
Relationship Management Team Leadership
Cross-Functional Collaboration Coaching and Mentoring Professional Experience & Contributions
CGI Toronto, ON Mar 2022 – Feb 2024
DIRECTOR, CONSULTING EXPERT
Program-managed the Digital Transformation, including AI Voice Bot (NLU) and Contract Centre Cloud Migration programs for a major Canadian bank client.
Coordinated, interacted, and drove results in a matrix multiple-vendors environment with Bell/Miratech/Genesys, Accenture, Capco, and internal CIBC Business, Technology, and EPMO. Accomplishments:
Initiated the business cases of CAD$15 million in total for Cloud CCaaS Migration / Generative AI Program. Closely managed and control the seed funding budget at the initialization phase, and successfully organized a series of workshops during the RFP process among IBM, Microsoft, Google, Deloitte, and Bell Canada. Develop matrix to evaluate the vendors according to the requirements and drive the vendor selection decision. Paymentus Richmond Hill, ON Mar 2021 – Mar 2022
TECHNICAL PROGRAM MANAGER
Reported to the Senior Director of Business Enablement. Led a swift and agile team of 2 BAs, 2 QAs, 1 Dev Manager, 2 Dev Leads, and eight onshore and offshore development resources responsible for delivering solutions fulfilling the product strategy roadmap.
Accomplishments:
Reviewed and transformed the end-to-end software delivery process, including requirement scoping, solution design, delivery planning, QA engagement, and production delivery.
Managed a portfolio of projects on the payment gateway platform enhancement, including HealthCare systems integrations, OFSLL certification, and new SMS network integration to improve the B2C biller payment process on internet/mobile devices and call center agent dashboard of SaaS solution and B2B SaaS integration with HealthCare solutions and other Billers.
BMO Financial Group Toronto, ON Jan 2018 – Feb 2021 SENIOR PROGRAM MANAGER, TECHNOLOGY PMO
Managed and coordinated the delivery according to the agreed schedule, budget, and quality through collaboration with internal business, external business partners, and solution vendors.
Delivered software solutions in cooperation with external partners, including Manulife, Assurant, Visa Cards, TYS, Deloitte, etc.
Accomplishments:
Insurance Migration Led and drove the Insurance migration project to integrate BMO with a new Insurance underwriter of Credit Card Balance Protection through direct collaboration with the Managing Director of LTO in technology. Successfully migrated the data and operations from Manulife to Assurant in 4 months meeting the deadline bounded by contract.
Visa Card Product Introduction Lead program delivery of multiple teams for introducing Visa Card Elite products to retail customers, pilot in a 12-month period. Successfully control the budget and cost spending and managed multiple project teams of a workstream of 32 technology teams of 170+ staff with a $2M budget. Planned and facilitated design and development activities, controlled the budget, managed risks and issues, and collaborated with BA, Architects, Development Leads, QA, and PM of multiple workstreams for the B2B SaaS integration with VISA Cards, Apple Pay, and TSYS.
Robotics Automation Led junior PMs in delivering the RPA Robotics Process Automation project to BMO Harris in USA to automate processes and eliminate human involvement as part of an ad-hoc assignment during the middle of the project right before Christmas. Re-planned the project in Dec and Jan and successfully delivered the Workfusion platform in SIT with vendor solution (Deloitte) before handing it over to Associate PM to complete the implementation. HSBC Bank Canada Toronto, ON (Re-location to Canada) Feb 2015 – Jun 2016 SENIOR MANAGER, SOFTWARE DELIVERY, HSBC INVESTDIRECT CANADA
Headed a team of software development and application support professional of HSBC InvestDirect Canada covering the the Online Brokerage Website, Call Centre Functionalities, Vendors and Custodian Connections, BI Data Warehouse, etc. Led and managed the application support & IT operations team and mentored and coached a software team of 14 senior consultants, solution architects, project managers, and business analysts.
Led ad-hoc requests, application support, requirement prioritization, and relationship management. Manage day-to-day vendor integrations supporting the Equities, Mutual Funds, Fixed Income/GIC, Derivatives, FX, and Futures.
Managed the annual team budget and forecast and ensured the adherence of spending to the approved budget while optimizing the allocation of resources to projects.
Delivered IT service support to businesses and managed the structure and policy of the software delivery organization. Accomplishments:
Operation Improvement Improved efficiency and effectiveness through transforming and changing the culture and resolving production defect queues stacked for two years. Successfully clean up 80% of the queue in 6 months period.
Fund Facts Pre-Sales Delivery Successful delivery of market-wise regulatory requirement change to ensure compliance requirement is meet by the deadline. Perform due diligence on vendor selection and ensured on-time, on-budget, and quality delivery of required solutions in a tight ad-hoc time frame.
Online Brokerage Platform Collaboration with global team in HSBC group, successfully replaced the online brokerage web pages to improve the customer experience and streamline the self-serve order processing operations. HSBC Group Hong Kong, Global Delivery Aug 1996 – Jan 2015 DIRECTOR, PROJECT MANAGEMENT & BUSINESS ANALYSIS, GLOBAL TECHNOLOGY AND OPERATIONS
Developed strategy & roadmap. Prioritized digital transformation projects and resources within the department during the AOP annual operation planning and ongoing activity with continuously changing demands in direct collaboration with Managing Directors and CIOs.
Provide professional services and internal consulting. Managed the business architecture to govern the solution roadmap, application functionalities, and features, integration, and security.
Managed a team of 15 PMs and BAs on project management and change management, managed program budgets ranging from ~$10M to $30M USD with multiple project teams of a size of 40 indirect teams with ~200 staff for the delivery of digital transformation in the Global Wealth Management domain.
Spearheaded day-to-day team management, annual resource and technology planning, performance management, and people mentoring/coaching.
Relationship management with business partners and senior stakeholders including Managing Directors and CIOs. Represented the in-house software house, interacted with cross-functional business clients on relationship management and project initiation, prepared and presented business cases, and drove global and regional business prioritization of digital transformation projects.
Budget management. Cost & budget control and planning. Led the delivery management and portfolio management, and monitored progress to ensure on-time and on-budget project delivery with high quality.
Served as a portfolio delivery management board member for management meetings and decisions. Accomplishments:
Brokerage Platform and Custodian 3.0, Singapore Successfully lead and delivered the MAS regulatory mandate for Singapore Wealth Management to split the retail and corporate banking entities. Managed the technology deployment with consultancy provided to local business operations to alter the processes with the split entities and applications.
Wealth Platform, UK Provide onsite consultancy to HSBC UK to implement and upgrade solutions in order to streamline the discretionary/non-discretionary advisory and the online brokerage operations to increase revenue generations. Successfully initiate the project with business endorsement on a multi-year roadmap.
Wealth Platform, Philippines Provide onsite consultancy to resolve a compliance issue and provide a solution to streamline the operations of Trust, Retail, and Wealth Management to increase revenue. Successfully seek global and regional business approval of the multi-years solution proposal and roadmap.
Wealth Platform 2.0, UAE Adhoc pulled in to take lead of SWAP team in the last month of the project to secure the successful deployment. Successfully drive vendor to deliver an urgent post-release enhancement during holiday season to ensure a smooth roll-out.
HSBC-AXA M&A Migration (P&C/Medical Insurance), HK Managed a 30-teams project team to migrate and integrate HSBC systems with multiple AXA applications according to the delivery date bounded by contract after the selling agreement of the manufacturing of P&C/Medical Insurance and the 10-years Exclusive Distribution Agreement.
Wealth Online Brokerage System 1.0, Singapore Managed and led a SWAP team in the last month of the project during UAT to ensure successful delivery of the project.
Wealth Online Brokerage System 1.0, UK and Taiwan Managed a team of BA to deliver the group solution to the country deliver new revenue generation opportunities. Provided consultancy to local operations and business to ensure smooth adoption of the applications with proper process design.
US Stock Trading, Hong Kong Delivered a 11-months project with US$9 million, collaborating among business, operations, and technology of multiple business lines locating in Hong Kong and New York to deliver the solution with new business opportunities of revenue generation.
DIRECTOR, LEAD SOLUTION ARCHITECT, GLOBAL TECHNOLOGY AND OPERATIONS
Provided architecture and solution designs to projects delivered to the HSBC group globally.
Managed the business architecture, data architecture, and solution architecture of various wealth management solution products with Web Services and API integrations with the rest of the bank infrastructure.
Led the Solution, Business, and Data Architectures of process, functions, and people-system interactions for the Global Wealth Management portfolio and cross-functional operation in the HSBC Group.
Met the project needs for the architecture and maintained the alignment with the IT strategy roadmap, design standards, and technology stacks.
Accomplishments:
Wealth Platform 1.0, UAE, France, and Canada Play the role as the Lead Solution Architect deployed a suit of group solution integrating with the local applications. Ensure the integration design meets the business requirement. Represent the project team to seek approval in the Global Placement Board from the global heads and managing directors for an exception of deployment in the Asia Pacific region with commitment of rectification roadmap planning.
Wealth Platform - Mutual Funds Transfer Agent System Perform a detailed gap analysis on various Transfer Agent applications for the global Mutual Funds operations. Document the comparison thoroughly on the functionalities and the impact to the operations on various products including CUTAS and Oracle FLEXCUBE.
Wealth Platform - Taxation Module Successfully produce a business/data architecture for a Taxation Module that provides synergy for the UK, France, and Canada taxation requirements with flexibility supporting various retirement plans and registered investment accounts.
Wealth Platform - Sales Quality Successfully delivered a solution proposal with clear choice options to support the globally tightened requirements of sales quality, streamlined a cross domain end-to-end solution of multiple technologies teams involving Wealth Management, Data Warehouse, and Workflow Management. SOFTWARE DEVELOPMENT MANAGER / ASSISTANT IT PROJECT MANAGER / SENIOR IT OFFICER, REGIONAL WEALTH MANAGEMENT IT, ASP
Managed global projects ranging from ~$1M to ~$5M, including day-to-day team management, performance management and people mentoring/coaching a team of 8 software developers, QA testers, and PM/BAs.
Coordinated the software development and project team responsible for delivering wealth management, capital market, and custodian solutions in a result-driven and time-to-market culture, both built in-house and off-the-shelf from the vendor.
Negotiated and collaborated in a matrix environment on priorities, resources, and integration designs with multiple application teams involved. Delivered solution design and solutions with DevOps Model for Cloud, Web Services, and API projects in collaboration with Software, Infrastructure, and QA. Led the operations management and incidence management of the responsible areas.
Participated in the management meetings for management decisions related to the AOP process for annual budgeting. Accomplishments:
Online Brokerage Platform, Hong Kong Led a team of PM and BA successfully build and replace a legacy trading platform which supports 2 millions accounts of two local banks contributing to 1/10 of the then-market volume in HKEx . Delivered to project with pilot deployment in 1.5 years. Overcome non-functional challenges of high-resilience, high performance, hot disaster recovery requirements with the additional complexity of complex integrations of 40 applications and parallel run of phased migration.
Retail Wealth Management Platform (RIS), Hong Kong Adopting an Agile RAD methodology, play the role as a Lead BA to deliver a scratch-built Financial Planning solution to stream-line the front-line financial planners to engage clients effectively in the sales process, while provide investment dashboard online for customers to review their real- time investment performance.
Global Investment Custodian, UK Play the role as QA Manager managing a team of QA testers to ensure the quality of solution delivered to the Global Custodian located in UK to streamline and improve the high-net worth in the Capital Markets business.
Structured-Product 1.0, Hong Kong Play the role as PM and Development Manager to deliver a new solution introducing a Bond-Options hybrid investment product to retail customers streamlining the business operations of Retail Banking and Capital Markets.
Application Support, Retail Brokerage and Securities Custodian, Hong Kong Provide application supports on planned activities (such as system upgrades, currency migration, contingency drill, etc) and production issues with proper incidence management.
DEPUTY BUSINESS INFORMATION RISK OFFICER, HTSA
Governed departmental policy. Managed business information risk and security issues at the department level.
Ensured aligning a 400-people department's operations with the group mandate and information risk and security policy. Education
M.Sc. in Information Systems Management, HKUST Business School, Hong Kong, 2012 – 2014
IT Strategy Business Consulting Outsourcing Management
Strategic Execution eCommerce IT Audit & Information Risk
Innovation Management IT Security Management Entrepreneurship
Intellectual Property Law Operation
Management/Kanban/Lean
Business Intelligence
Privacy Management Information Infrastructure
Financial Accounting / Management Accounting / Corporate Finance / Marketing M.Sc. in Computer Science, The Chinese University of Hong Kong, Hong Kong, 1997 – 1999 Hons. B.Sc. in Computer Science, double minor in Mathematics and Statistics, University of Toronto, 1992 – 1996 Certifications
Certified Information Systems Security Professional (CISSP), ISC2, 2024 AWS Certified Cloud Practitioner, Amazon, 2023
Digital Transformation Strategy, Yale University, School of Management, 2023 MBA Essentials, University of Toronto, Rotman Business School, 2023 Microsoft Azure Fundamentals, Microsoft, 2022
Corporate Budgeting Essential and Development, Fundação Instituto de Administração, 2017 – 2018 Fintech: Future Commerce, Massachusetts Institution of Technology, 2016 Big Data and Social Analytics, Massachusetts Institution of Technology, 2016 Successful Negotiation, University of Michigan, 2014 Social Psychology, Wesleyan University, 2014
Certified Business Analysis Professional (CBAP), International Institution of Business Analysis, 2012 TOGAF 9 Certified, The Open Group, 2012
Process Modeling Management, George Washington University, ESI International, 2012 Strategic Enterprise Analysis, George Washington University, ESI International, 2012 Project Management Professional (PMP), Project Management Institution, 2011
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