BCM Consult –
we pave the way
into the future

Whether banking, telecommunications or healthcare: the challenges in the context of ongoing digitization are enormous, such as the protection of customer data (GDPR) or the implementation of the Anti Money Laundering Directive. No matter what area it is – BCM Consult supports your organization with its extensive IT expertise on the way to the digital future.

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Cross-sectional thinker with management and task force experience

What you can expect from me:

As a project manager, I have many years of experience with national and international projects in the financial world as well as in the healthcare and telecommunications sectors.

And these are them
previous focus
my work

  • Introduction to Digital Workplace Service, Device Management and Software Distribution (Client and Server)
  • Reconstruction and migration of a data center infrastructure (on-premise)
  • Strategic test and quality management
  • BCM Lifecycle (Business Impact Analysis, Strategy and Contingency Planning) and verification of recovery procedures
  • Structural and process organization (compliance and governance) as well as system house management
  • Control of various providers (multivendor management) and internal and external virtual teams

My soft skills:

My particular specialty is achieving short-term project goals under time and quality pressure. I move motivatingly in a team with a positive and optimistic charisma. I am committed, flexible and very solution-oriented. With all that said, I am decisive, strong in communication as well as a team player and cross functional thinker. I have extensive leadership and taskforce experience and I resolve conflicts with diplomacy and negotiation skills, but I also know how to assert myself.

My qualifications and thematic priorities

Qualifications

As a trained banker and marketing specialist (VWA certified), I am particularly familiar with the concerns and hardships of the financial sector. However, thanks to various projects in the healthcare and telecommunications sectors, I am also well acquainted with these industries.

My other qualifications:

  • Certified Risk Manager from the University of Augsburg
  • PRINCE2 (certified)
  • Management BI projects (certificate)

Thematic
focus

My main areas of focus include:

  • Project management and RZ IT system integration and migration,
  • SEPA payment transactions
  • Anti-Money Laundering Directive (AML)
  • GDPR Finance and Healthcare
  • Risk management and introduction of new security guidelines and verification through penetration testing and vulnerability management

Periphery
Protection

New access authorization system, financial service provider sector

  • The new access authorization system for a financial service provider covers the protection of buildings, premises and site access for around 8000 employees, visitors and external companies. It includes the exchange of badges, card readers, electronic and offline lock cylinders and authorizations according to security zone rules. The implementation is in accordance with the security requirements of the supervisory authorities.

Peripherie Schutz

Knowledge and methods

PRINCE2, PMI,
ITIL, ISTQB,
Scrum, Kanban

Project management:

No two projects are alike – and every project has its own challenges. With 19 years of experience in IT project management, there is hardly a situation I have not had to deal with. My vast expertise helps me stay focused on the goal, especially in projects that are under a lot of time and quality pressure. In doing so, it is important for me to bring employees along with me and include their expert advice in my decisions. The larger the project, the greater the likelihood of conflict. In such cases, I act as a skilled and experienced conflict manager between internal employees and also external partners.

My expertise in detail

  • Restructuring and task force in a medium-sized leasing and factoring company: new development and migration of an ERP system and its introduction
  • Introduction of SEPA payment transactions at a large German health insurance company and a building society
  • AML check at a major German bank as well as implementation and check of the EU guidelines (definitions, obligated parties and risk-based approach) for all KYC processes, products and for all customer and bank formats. The focus is on all end-to-end ISO 20022 processing in the payment transaction process with regard to all SEPA products, including the entire process chain
  • Interlocking of the reporting processes with the forecast, budget and control processes
  • Planning and implementation of a data center relocation: construction of a new network infrastructure as well as security monitoring and event tracking of the firewall environments
  • Team and budget responsibility: management of functional and technical projects; Core team: 5 to 30 people, budget responsibility: 1 – 15 million euros

Quality management:

The introduction of new systems is inconceivable without extensive testing and quality checks. I have a lot of experience in this area. For example, I was responsible for the project management of the introduction of SEPA payment transactions (standard software) for a large German health insurance company. My tasks included setting up the test environment, functional and functional E2E testing as well as defect management.

Data Management:

In the digital age, efficient and secure data management is becoming increasingly important. It is about a holistic concept for handling data. Data management ranges from collection, storage and processing to archiving and deletion. I have extensive expertise in this area. For example, I have had 40 million data records checked against money laundering criteria (AML) for a major German bank as project manager.

My knowledge in detail:

  • Conception of the strategic (risk) IT target architecture – including the data quality checks in the process flow
  • Determining the data sources and designing and implementing data migrations
  • Design of a central metadata model
  • Development of data quality assurance processes and controls
  • Development of customized reporting structures

Advice

Test Management
(Examples)

  1. Technical concept test for different core banking systems: e.g. Kordoba – Core 24, Temenos and various major banks
  2. Statutory health insurance company: SEPA introduction and structure of file transfers at social insurance institutions and the house banks with integration of the reconciliation of the main and sub-ledger
  3. Embargo (Anti Money Laundering, Money Laundering, Terrorist Financing)
  4. Compliance: Trading Surveillance and Market Abuse
  5. GDPR in the core banking system (data archiving, deletion and retention management)

  • Creation and verification of requirements as well as defect management, reporting and SAP release management
  • Specialist conception for comprehensive and strategic test management

Process and IT
service management

  • Creation and adaptation of IT service processes (ITIL), requirements and problem management, change management, optimization of business processes
  • Analysis and documentation of operational, business and payment transaction processes; Develop automated workflows for subledger (account reconciliation) and general ledger (SAP-FI)

Business
Continuity Management

No matter what business you run – I will develop a tailor-made business continuity management with you, so that you can act in a structured, quick and error-free manner in the event of a crisis.
For best results I work with the following tools:

  • Coverage of the complete BCM lifecycle – company profile (IT strategy, insurance), business impact analysis, emergency strategy (protection requirements), validation, continuous improvement process
  • BIA including identification of the critical business processes and the technical structures that support them, identification of the maximum tolerable restart and data loss times (RTO/RPO), determination of the consequences of failure
  • Concepts/strategies including development of company-specific technical recovery concepts, e.g. server consolidation, development of logical IT concepts to support business processes

Tools

Core banking software (e.g. T24, Kordoba-Core 24*), for trading and securities processing (ARTS), credit (SAP-MARK)

Statutory health insurance: iskv 21c (Travic Link, EbicSign, EBsec)

Test: HP ALM 12.55, Tosca Testsuite V 10.3 (test automation), SQS Testcenter, SAP Solution Manager 7.1

Project Management: MS Project, Excel, Primavera, Clarity, PLANTA, Open Project, Smartsheet, Meister Task, Jira, Confluence....

Business Processes: ARIS Tool Suite 6.3, Adonis, MS Visio

IT Service Management: Valuemation (CMDB - USU AG), Rochade

Embargo (money laundering): HotScan (CGI), Embargo Agent, PeP (CDA)

Compliance: CMCeSuite and MAR Abuse (b-next)

Industry sector

Financial Services

The protection of customer data (GDPR) is one of the major tasks of digitization – I’d be happy to help you with the implementation.

Banking

Implementing the Anti Money Laundering Directive is just one of the challenges I can support you with.

Health Insurance

With my expertise, I will help you to introduce efficient and secure data management for all customer data.

Telco

I accompany the introduction of new systems with extensive quality checks – from setting up the test environment to defect management.

Contact

KLAUS JAKOB

Project Manager and Test Manager

“It's not a drama if the project doesn't go according to plan. It's drama if the project manager doesn't know about it.” Peter Hobbs, Project Manager