ARTICLES
Notes from bank
integration and
migration projects
Practical articles on process optimisation, business integration, data migration and project support in banking and wealth management.
Lessons from real banking projects, written down while they still matter. Each article ends with steps you can apply on your own project.
From project work, not theory
Practical steps
PMO Support
04
RAID tracking, status reporting, steering-committee papers
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START WITH A SERVICE
01
Process Optimisation
Root causes and structural fixes for recurring operational issues
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02
Business Integration
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Bank mergers, operating model, client and asset transfer
Data Migration
03
Client, portfolio and position data between platforms
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CATEGORY
4 articles in PMO Support
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PMO SUPPORT
3 OCT 2026 · 8 MIN READ
Close a Project and Keep the Lessons
How banks close a project properly: confirm the closure criteria, hand over open items, close access and budgets, write the closure report and turn lessons into real changes.
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PMO SUPPORT
30 APR 2025 · 6 MIN READ
The One-Page Decision Paper That Gets a Yes
61% of managers say most decision time is used ineffectively. A one-page decision paper puts the ask first and gets a clear answer faster.
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PMO SUPPORT
11 JUL 2026 · 8 MIN READ
RAG Status Reports That Show the Real Status
How to make RAG reporting show the real status of a bank programme: define each colour, rate against the baseline, back it with evidence, show the trend and escalate red with a decision.
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PMO SUPPORT
29 MAY 2025 · 7 MIN READ
Keep a Decision Log Everyone Trusts
Bain found a 95% correlation between strong decisions and results. A decision log keeps each decision, its reason and its owner on record.