Supervise Open Bank: partner with implementation management to be the technical resource in Proof of Concept managed trials and production deployment projects.

More Uses of the Open Bank Toolkit:


• Ensure you understand the needs of the engineers and technical operations teams who have to build, maintain, and operate the system for the life of the system.
  
  

• Be accountable for understanding the complexities of the Financial System, the current issues Open Banking and finance, Data Sharing standards, etc.
  
  

• Secure that your organization provides leadership in Risk Identification, Key Risk Indicator identification, and Risk Mitigation Strategies in the domain of technology management.
  
  

• Establish a pricing model, schedules, guidelines and procedures and determine the most effective way to deliver a complete solution to an identified market problem.
  
  

• Evaluate the design of Process Flows to help technology and Business Managers understand the impact of control weaknesses to digital Service Delivery capability.
  
  

• Analyze and design Data Encryption and Management Strategies, roadmaps and solution architectures for new and existing Business Opportunities.
  
  

• Ensure you need to analyse Industry Trends (technology and business driven) and data to communicate the strategic implications to your domain and service line teams.
  
  

• Orchestrate Open Bank: network regularly and builds relationships across risk disciplines and with businesses, Operations And Technology.
  
  

• Systematize Open Bank: continuously improve Team Productivity, refine Agile Processes, and create methods to increase efficiency.
  
  

• Ensure your focus on driving revenue growth, profitability, Solution Development, delivery excellence, customer / Employee Satisfaction with existing and new Retail Banking clients.
  
  

• Deliver innovative, cost effective technology solutions which align to Enterprise Architecture standards and achievE Business requirements.
  
  

• Communicate progress, anticipate bottlenecks, provide escalation management, identify, assess, track and mitigate issues/risks at multiple levels.
  
  

• Collaborate with engineering leadership on all Development Efforts to ensure functional specifications evolve into tested, stable, scalable software.
  
  

• Standardize Open Bank: design deployments using ping products that satisfy broad market needs as CIAM, employee Workforce Management, Open Banking, etc.
  
  

• Be accountable for performing risk review and evaluating Business Processes in conjunction with other ORM Business Operational Risk Management Teams.
  
  

• Guide Open Bank: trade group relations lead industry trade groups on behalf of plaid to involve your organization in industry level collaboration and conversation.
  
  

• Be accountable for partnering with Service Providers across the enterprise to map out public APIs connectivity to the best suited service provider and data/process owners.
  
  

• Govern Open Bank: plan and manage a group of related technology projects or activities in a coordinated way from inception through successful delivery.
  
  

• Organize Open Bank: work closely with product and DevOps Teams to ensure and improve the interoperability of your products over time.
  
  

• Direct Open Bank: design, develop, and maintain End To End data solutions using Open Source, modern Data Lake, and Enterprise Data Warehouse technologies hadoop, spark, cloud, etc.
  
  

• Locate, open doors, manage and close direct Enterprise Sales opportunities.
  
  

• Be accountable for initiating and facilitating communications between stakeholders, acting as a primary point of contact for defined groups Facilitating Open Communication and consideration between stakeholders.
  
  

• Direct Open Bank: fundamental to your mission to help build a better internet is protecting the free and open internet.
  
  

• Initiate and lead open conversations with teams, clients and stakeholders to build trust.
  
  

• Confirm your planning maintains an effective follow up system for all open and active inquiries to ensure a timely and conclusive response to the customers and reports trends to management.
  
  

• Secure that your group complies; this shared value of encouraging and embracing diversity in your organization fosters a workplace and culture that is highlighted for its innovation, open expression of ideas, and collaboration.
  
  

• Integrate application with open tracing to have debugging/Performance Monitoring in production.
  
  

• Warrant that your operation uses open and appropriate means of communication with management, stakeholders and peers on work status, risks, issues and opportunities.
  
  

• Ensure you merge; build sustainable relationships of trust through open and interactive communication.
  
  

• Confirm your organization ensures department operations are in compliance with all security, audit, Regulatory Compliance, Information security, Customer Privacy, and Bank Secrecy Act/Customer Identification Program Policies and Procedures.
  
  

• Interpret results using a variety of techniques, ranging from simple Data Aggregation via Statistical Analysis to complex Data Mining.
  
  


Save time, empower your teams and effectively upgrade your processes with access to this practical Open Bank Toolkit and guide. Address common challenges with best-practice templates, step-by-step Work Plans and maturity diagnostics for any Open Bank related project.

Download the Toolkit and in Three Steps you will be guided from idea to implementation results.

The Toolkit contains the following practical and powerful enablers with new and updated Open Bank specific requirements:

STEP 1: Get your bearings

Start with...


• The latest quick edition of the Open Bank Self Assessment book in PDF containing 49 requirements to perform a quickscan, get an overview and share with stakeholders.


Organized in a Data Driven improvement cycle RDMAICS (Recognize, Define, Measure, Analyze, Improve, Control and Sustain), check the…


• Example pre-filled Self-Assessment Excel Dashboard to get familiar with results generation


Then find your goals...

STEP 2: Set concrete goals, tasks, dates and numbers you can track

Featuring 999 new and updated case-based questions, organized into seven core areas of Process Design, this Self-Assessment will help you identify areas in which Open Bank improvements can be made.

Examples; 10 of the 999 standard requirements:


1. If your customer were your grandmother, would you tell her to buy what you're selling?
   
   

2. Looking at each person individually - does every one have the qualities which are needed to work in this group?
   
   

3. What do you stand for--and what are you against?
   
   

4. What are the clients issues and concerns?
   
   

5. What are the Open Bank tasks and definitions?
   
   

6. What are your customers expectations and measures?
   
   

7. What is your organizations system for selecting qualified vendors?
   
   

8. Where is the cost?
   
   

9. Which information does the Open Bank Business Case need to include?
   
   

10. Is there a Open Bank Communication Plan covering who needs to get what information when?
    
    


Complete the self assessment, on your own or with a team in a workshop setting. Use the workbook together with the self assessment requirements spreadsheet:


• The workbook is the latest in-depth complete edition of the Open Bank book in PDF containing 994 requirements, which criteria correspond to the criteria in...


Your Open Bank self-assessment dashboard which gives you your dynamically prioritized projects-ready tool and shows your organization exactly what to do next:


• The Self-Assessment Excel Dashboard; with the Open Bank Self-Assessment and Scorecard you will develop a clear picture of which Open Bank areas need attention, which requirements you should focus on and who will be responsible for them:
  
  


• Shows your organization instant insight in areas for improvement: Auto generates reports, radar chart for maturity assessment, insights per process and participant and bespoke, ready to use, RACI Matrix

• Gives you a professional Dashboard to guide and perform a thorough Open Bank Self-Assessment

• Is secure: Ensures offline Data Protection of your Self-Assessment results

• Dynamically prioritized projects-ready RACI Matrix shows your organization exactly what to do next:



STEP 3: Implement, Track, follow up and revise strategy

The outcomes of STEP 2, the self assessment, are the inputs for STEP 3; Start and manage Open Bank projects with the 62 implementation resources:


• 62 step-by-step Open Bank Project Management Form Templates covering over 1500 Open Bank project requirements and success criteria:


Examples; 10 of the check box criteria:


1. Cost Management Plan: Eac -estimate at completion, what is the total job expected to cost?
   
   

2. Activity Cost Estimates: In which phase of the Acquisition Process cycle does source qualifications reside?
   
   

3. Project Scope Statement: Will all Open Bank project issues be unconditionally tracked through the Issue Resolution process?
   
   

4. Closing Process Group: Did the Open Bank Project Team have enough people to execute the Open Bank Project Plan?
   
   

5. Source Selection Criteria: What are the guidelines regarding award without considerations?
   
   

6. Scope Management Plan: Are Corrective Actions taken when actual results are substantially different from detailed Open Bank Project Plan (variances)?
   
   

7. Initiating Process Group: During which stage of Risk planning are risks prioritized based on probability and impact?
   
   

8. Cost Management Plan: Is your organization certified as a supplier, wholesaler, regular dealer, or manufacturer of corresponding products/supplies?
   
   

9. Procurement Audit: Was a formal review of tenders received undertaken?
   
   

10. Activity Cost Estimates: What procedures are put in place regarding bidding and cost comparisons, if any?


 
Step-by-step and complete Open Bank Project Management Forms and Templates including check box criteria and templates.

1.0 Initiating Process Group:


• 1.1 Open Bank project Charter

• 1.2 Stakeholder Register

• 1.3 Stakeholder Analysis Matrix


2.0 Planning Process Group:


• 2.1 Open Bank Project Management Plan

• 2.2 Scope Management Plan

• 2.3 Requirements Management Plan

• 2.4 Requirements Documentation

• 2.5 Requirements Traceability Matrix

• 2.6 Open Bank project Scope Statement

• 2.7 Assumption and Constraint Log

• 2.8 Work Breakdown Structure

• 2.9 WBS Dictionary

• 2.10 Schedule Management Plan

• 2.11 Activity List

• 2.12 Activity Attributes

• 2.13 Milestone List

• 2.14 Network Diagram

• 2.15 Activity Resource Requirements

• 2.16 Resource Breakdown Structure

• 2.17 Activity Duration Estimates

• 2.18 Duration Estimating Worksheet

• 2.19 Open Bank project Schedule

• 2.20 Cost Management Plan

• 2.21 Activity Cost Estimates

• 2.22 Cost Estimating Worksheet

• 2.23 Cost Baseline

• 2.24 Quality Management Plan

• 2.25 Quality Metrics

• 2.26 Process Improvement Plan

• 2.27 Responsibility Assignment Matrix

• 2.28 Roles and Responsibilities

• 2.29 Human Resource Management Plan

• 2.30 Communications Management Plan

• 2.31 Risk Management Plan

• 2.32 Risk Register

• 2.33 Probability and Impact Assessment

• 2.34 Probability and Impact Matrix

• 2.35 Risk Data Sheet

• 2.36 Procurement Management Plan

• 2.37 Source Selection Criteria

• 2.38 Stakeholder Management Plan

• 2.39 Change Management Plan


3.0 Executing Process Group:


• 3.1 Team Member Status Report

• 3.2 Change Request

• 3.3 Change Log

• 3.4 Decision Log

• 3.5 Quality Audit

• 3.6 Team Directory

• 3.7 Team Operating Agreement

• 3.8 Team Performance Assessment

• 3.9 Team Member Performance Assessment

• 3.10 Issue Log


4.0 Monitoring and Controlling Process Group:


• 4.1 Open Bank project Performance Report

• 4.2 Variance Analysis

• 4.3 Earned Value Status

• 4.4 Risk Audit

• 4.5 Contractor Status Report

• 4.6 Formal Acceptance


5.0 Closing Process Group:


• 5.1 Procurement Audit

• 5.2 Contract Close-Out

• 5.3 Open Bank project or Phase Close-Out

• 5.4 Lessons Learned


Results

With this Three Step process you will have all the tools you need for any Open Bank project with this in-depth Open Bank Toolkit.

In using the Toolkit you will be better able to:


• Diagnose Open Bank projects, initiatives, organizations, businesses and processes using accepted diagnostic standards and practices

• Implement evidence-based Best Practice strategies aligned with overall goals

• Integrate recent advances in Open Bank and put Process Design strategies into practice according to Best Practice guidelines


Defining, designing, creating, and implementing a process to solve a business challenge or meet a business objective is the most valuable role; In EVERY company, organization and department.

Unless you are talking a one-time, single-use project within a business, there should be a process. Whether that process is managed and implemented by humans, AI, or a combination of the two, it needs to be designed by someone with a complex enough perspective to ask the right questions. Someone capable of asking the right questions and step back and say, 'What are we really trying to accomplish here? And is there a different way to look at it?'

This Toolkit empowers people to do just that - whether their title is entrepreneur, manager, consultant, (Vice-)President, CxO etc... - they are the people who rule the future. They are the person who asks the right questions to make Open Bank investments work better.

This Open Bank All-Inclusive Toolkit enables You to be that person.

Includes lifetime updates

Every self assessment comes with Lifetime Updates and Lifetime Free Updated Books. Lifetime Updates is an industry-first feature which allows you to receive verified self assessment updates, ensuring you always have the most accurate information at your fingertips.