Project management of new investment management system for a European bank based in London


This major European banking group has it’s main banking presence in Mayfair, London and required a software expert for their new Portia© investment management software solution from Thomson Financial Software. Thomson’s recommended John Sheath having already project managed a Portia© installation in the Isle of Man for a mutual/captive insurance business there. The London project was considerable and was part of a 10 strong team implementing the system change. Responsibilities included maximising the functionality of the software, ensuring all staff were trained and effective in their use of the system, and in report design to facilitate full use of the software. A team of two business analysts reported in directly and this team worked with an internal and externally supplemented IT team to ensure the entire project concluded successfully.

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