Excellence is best described as doing the right
things right - selecting the most important things
to be done and then accomplishing them
100% correctly.
--Unknown

JP Morgan Chase is a major US financial institution based on the recent merger of JP Morgan and Chase. JP Morgan Chase started a project to replace the Single Sign On (SSO) software so additional concurrent credit card applicants could enter on line at the same time. Starting in October 2000, our firm worked with the business side to scope the project approach, understand the business requirements and fall-back procedures.
JP Morgan Chase specified an eight month project plan that was limited to establishing a new SSO hardware environment, installing the new SSO application and provide both QA and Production functionality and scalability testing. During the project, we established that the existing firewall infrastructure was limiting capacity requiring a change over to a PIX firewall environment. This added extra complexity to the original project tasks including a real time factor to install and test new firewall architecture. This new architecture also required both the existing production and new production servers to change Internet Protocol (IP) addresses as well as routers and DNS servers. The firewall changeover actually occurred in the middle of the SSO project and dramatically improved network capacity.
This project was completed on time and the new capacity was more than adequate to serve current loads and future growth. Extrapolating from this project was the Disaster Recovery project which included major upgrades where phase 1 was to establish a separate physical presence of the SSO and summary application features.
The DR project included a major upgrade to on-line banking applications. Complexities in coordinating the data migration, data connectivity and customer 5-wave rollout was a challenge since the project dynamics were so immediate.
To assist Credit Card Services (CCS) improve their understanding of the operation, we used our Value EngineeringTM approach to create an enterprise view of the entire CCS operation in order to develop existing business process models and operating metrics.