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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.
Examples and Results
Established bank’s first formal testing process including test scripts, cases, and scenarios. Trained user community testing discipline and reporting. Reduced potential customer impact substantially.
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.
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.
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.
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.
Built a foundation for change with one big heavy lift for existing employees, then pass requirements to outsourced teams to create and perform. Used testing activities and implementation events to train staff on new systems, processes and enterprise balancing. Taught the bankers through the implementation process how to balance the applications, enterprise, and individual GL accounts.
Developed and implemented a comprehensive enterprise quality and testing practice to unify operations and executive teams. Within 30 days, created and approved a Test Strategy. Recruited and established a centralized testing team with tools within 90 days. In 180 days, set up quality communication cadences, risk escalations, and Go/No-Go criteria across all departments.
Shadowed the core team, separated functions to be outsourced to Jack Henry & Associates, automated workflows, trained bankers to self-serve, renegotiated the JHA contract, and consolidated remaining functions into one position, closing the core banking services group.
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.
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.
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.
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.
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.
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With a strategic vision & innovative approach, we spearheaded a transformation that reshaped the very fabric of banking at the Latino Cooperative Credit Union.
If you’re a financial institution in the process of change, or you know you need to make changes, let’s talk!