is management at chase holly david february 28 th , 2007

IS Management at Chase

Holly DavidFebruary 28th, 2007

STRICTLY PRIVATE AND CONFIDENTIAL © 2005 JPMorgan Chase & Co. All rights reserved. JPMorgan Chase Bank, N.A. Member FDIC

2© 2006 JPMorgan Chase & Co. All rights reserved. JPMorgan Chase Bank, N.A. Member FDIC

Agenda

My Background

Chase Overview

RIT Organization

Receivables Edge Application

My Roles & Responsibilities

RIT Management

Career Paths

Career Advice



My Background

University of Wisconsin-Madison

Graduated with B.S. in Industrial Engineering

Had 1 IT class

DePaul University

Graduated with M.S. in Information Systems

Systems Development Concentration

Part-time Student



My Background

EDS (Electronic Data Systems) First job after undergrad

Consulted at GM Plant on Manufacturing Systems

Technical Training Program

Software Architects

Mid-sized Consulting Firm

5 years of mostly Microsoft web development

Worked with all different types of clients

Supervisor of Consulting Services



My Background

Chase Hired first as a consultant through Software

Architects in 2003

Employee since 2005

Business Analyst then Developer

Part of Receivables Information Technology organization



Chase Overview

Founded in 1799

~170,000 Employees Worldwide

Headquartered in New York City

Strong presence in Chicago, Columbus & Dallas

Global presence in Hong Kong, London, etc.

3rd Largest Financial Institution in U.S.Citibank and Bank of America are 1 & 2

Evolved through several mergers and acquisitions

Most recent was in 2004, Bank One merged with JPMorgan Chase



Chase Overview

Organized by Line of Business (LOB)

Asset & Wealth Management

Card Services

Commercial Bank

Investment Bank

Retail Financial Services

Treasury & Securities Services

Within each LOB there are several IT groups



Chase Overview

Each IT group may support 1 or many applications

IT groups vary in size

Technologies vary

Business As Usual (BAU) vs. New Development Activities



RIT Organization

RIT = Receivables Information Technology

~150 employees

6 Development teams, project management team, QA team

Resources spread across country – for most part all team members are in the same city

Development teams work on different applications for different sectors of Receivables clients

Projects funded from business partners



RIT Organization



Receivables Edge

Web Application

Used by lockbox customers

Allows users to view incoming payments including check and document images

Available 24 X 7

Technology

Written in C#.NET

Oracle Database

Many incoming and outgoing files



Receivables Edge

~10 Developers work on application - mix of employees and consultants

Follows SDLC

Requirements, Design, Development, Testing, Implementation

3 Major Releases/Year

Phases of a release overlap

Hot Fixes between Releases



My Roles

Subject Matter Expert (SME) for Receivables Edge

Technical Lead

Liaison to Business Partners

Liaison to QA Team



My Responsibilities

Requirements Phase Assist with requirements definition

Estimate feasibility, effort per requirement

Resource Allocation

Design Phase Overall Design Strategy

Review Design Documentation

Design Review with Business Partners

Design Review with QA



My Responsibilities

Development Phase Support Developers

Review QA Test Scripts

Control Scope Creep

Code Review

QA Phase Support System Testing and UAT

Manage Defect Resolution Process

Implementation Phase Participate in deploying code on release night



My Responsibilities

Day To Day Activities Daily Meetings

Reviewing Documents

Preparing Presentations

Writing Documents

Code Reviews

Unit Testing

One on One with Developers

Production Support Issues



Other IT Related Tasks

Production Support

Customer Requests/Inquiries

Performance Tuning of Application

Software/Hardware Upgrades

Career Development/Training



RIT Management

Qualities

Still Technical

Available for Questions & Problem Resolution

Supportive

Delegate Tasks

Trusting

Good Personalities



RIT Management

Challenges

Effective Communication

Resource Balancing

Too Many Meetings

Separation of Tasks Not Always Clear

Time Management



RIT Management

Titles are just titles

Management roles can be formal and informal

Strength in Numbers



RIT Career Paths

Job Families

Applications Development

Project Management

Infrastructure

Business Analysis

Software Quality Assurance



RIT Career Paths

Tracks

Technical

Most Infrastructure and Application Development Job Titles

Management

Project Management Job Family

Shared

Hybrid of Technical and Management

Managers in Application Development Job Family



Career Advice

Work Hard, Be Dependable & Thorough

Don’t Be Difficult

Let your work speak for itself

Start Technical and Stay Technical

Don’t Over-Focus on Titles & Promotions

Utilize Your Team

Figure Out Your Style