The following is a sample list of implemented projects

• Migration from legacy IBM mainframe system to outsourced Cloud solution (ICM) - sales compensation platform
• Restructured CIBC Bank alternative lender division to provide faster mortgage solutions to clients and enhance operational effectiveness
• Mortgage Advisor Compensation Plan Restructure - implemented a national restructure of the compensation plan for Mortgage Advisors across Canada to provide enhanced sales incentives and compensation.
• Investment Loan and RRSP Loan Online Application
• Internet based loan application including interface to bank mainframe, adjudication system and Equifax
• Financial collateral eligibility automation
• Workflow reporting tool implementation - Global360 Insight360
• FundSERV – implementation of annual standards enhancements
• College Student self-service software enhancement (StuView) interface to improve registration accuracy/efficiency and reduce registration line-ups
• Implemented PlacePro (Internet based Co-op and field placement application) in three academic divisions – complete process re-engineering from manual to internet based application
• College Student Information System (representing Academic Divisions) - Banner
• IVR application – Mutual Fund sector
• Mutual Fund Portfolio management application (LongView) – implementation in San Francisco office for traders
• E-Commerce projects - Client Care & Billing application implementation in various countries including Canada, USA, Europe, Africa
• Digital imaging solution and workflow – cheque processing (FileNet)
• e-Commerce implementations and customizations – Internet usage transaction processing, Credit card processing (Sun) – Solect Technology
• Application development projects – Financial Planning Tools
• Mutual Fund transaction processing Extranet for Mackenzie Financial - (trades and demographics)
• Developed project management and time reporting system
• Loan application for MRS Trust Company
• Imaging & Workflow for cheque processing using FileNet
• Mackenzie Financial Internet website with integration to back-office systems
• MRS Trust Extranet – Loan application - integration to back-office systems

• Replace legacy IBM mainframe for compensation with outsourced hosted software solution to reduce costs and accelerate software enhancements
• Windows 2000 upgrades (server & desktop) from Windows NT – 30 servers consolidated to 12
• Negotiated corporate licensing for Microsoft and Adobe software
• Implemented SAN (Storage Array Network – network drives)
• Operating system conversion from VAX-VMS to IBM MVS
• Implemented industry standard file formats (MFDS) for e-Business with other financial institutions – trade transaction processing & demographics
• Application re-architecture from RPG on IBM S/36 to Progress on VAX-VMS.
• Data Centre re-architecture – VAX VMX to Unix, Win NT to Windows 2000
• Data centre moves (separate buildings and within the same as well)