Gilman Patrick LLC

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Gilman Patrick LLC | Patrick Martin - Banking Technology Consultant

Banking Consultant

Patrick Martin is an industry expert in banking technology, deciphering the elements that work collectively towards progress – and building a roadmap for successful execution.

Developing and leading transformational initiatives within the banking industry is the space where he thrives.

Money Saving Methods:

Examples and Results

Saving Banks Money

Central Pacific Bank Digital Transformation

Established bank’s first formal testing process including test scripts, cases, and scenarios. Trained user community testing discipline and reporting. Reduce potential customer impact substantially.

Zion Bank Core Transformation, Test

Combined testing phases from six to three, tied test environments to test types to quarantine defects within phases. Employed an off/on shore model to increase test capacity and reduce costs. These combined actions improved program schedule by 6 months and reduced costs by over $3.0 million. Test Plans, Test Execution, Defect Management, Test Coverage and Phase Gates.

Zion Bank Core Transformation, Data Migration

Drove data migration performance from weeks to hours allowing client to perform a big bang implementation dramatically reducing customer impacts. Created client’s first data migration team, implemented data migration processes, playbooks and manage data quality. Data Ingest, Data Mapping, Data Cleanse and Data Migration.

TD Bank Dodd Frank Regulatory Reporting, Release Management

Created a predictable and dependable release practice that increased change execution while reducing release frequency tenfold from an ad hoc 1:1 to a regular 1:10 release/change ratio.

First Niagara Bank Mergers & Acquisitions, Test

Developed a unified process model implementing phase gates, peer reviews, code reviews, design reviews, static testing and quality assessments reducing defects 70%. Reduced defects going into production by 92% saving $1.2 million in operational expenses. Reduced IT testing spend by 14% while increasing test coverage dramatically.

Examples and Results

Money Saving Methods

Central Pacific Bank Digital Transformation

Established bank’s first formal testing process including test scripts, cases, and scenarios. Trained user community testing discipline and reporting. Reduce potential customer impact substantially.

Zion Bank Core Transformation, Test

Combined testing phases from six to three, tied test environments to test types to quarantine defects within phases. Employed an off/on shore model to increase test capacity and reduce costs. These combined actions improved program schedule by 6 months and reduced costs by over $3.0 million. Test Plans, Test Execution, Defect Management, Test Coverage and Phase Gates.

Zion Bank Core Transformation, Data Migration

Drove data migration performance from weeks to hours allowing client to perform a big bang implementation dramatically reducing customer impacts. Created client’s first data migration team, implemented data migration processes, playbooks and manage data quality. Data Ingest, Data Mapping, Data Cleanse and Data Migration.

TD Bank Dodd Frank Regulatory Reporting, Release Management

Created a predictable and dependable release practice that increased change execution while reducing release frequency tenfold from an ad hoc 1:1 to a regular 1:10 release/change ratio.

First Niagara Bank Mergers & Acquisitions, Test

Developed a unified process model implementing phase gates, peer reviews, code reviews, design reviews, static testing and quality assessments reducing defects 70%. Reduced defects going into production by 92% saving $1.2 million in operational expenses. Reduced IT testing spend by 14% while increasing test coverage dramatically.

My Work

Mergers & Acquisitions
1
Automation Projects
1
digital transformations
1
core replacements
1
data center consolidations
1
million in earned value
$ 1 +
“Web 3.0 success hinges on banks being ready for the change.”
Patrick Martin
Banking Consultant

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If you’re a financial institution in the process of change, or you know you need to make changes, let’s talk!