Rebecca Brianne

Enterprise Collaboration & Communication Strategy in Financial Services

Strategy

Introduction

Financial Services Company with international operations in the United States and in Europe that is faced with implementing an IT Upgrade to maintain Regulatory FINRA compliance with new requirements for the industry. Rather than purchase an out-of-the-box solution, we explore building a strategy that brings together Information Technology, Operations, Legal, and Compliance Teams to collaborate on developing and implementing a comprehensive communication and productivity solution. The organization has little room to deviate from rigid requirements and we must overcome any barriers on the project by collaborating virtually. This document analyzes and recommends several tools for a variety of communication and collaboration needs including group and meeting tools, virtual collaboration, knowledge resources, information sharing, information broadcasting, and an internal enterprise social media network.

Due to the confidential nature of most of my strategy work, I only include limited information such as the introduction or an overview of the project.

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Related Work
May 2018

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Main Street Strategy: Project Management Transformation and Productivity

Rugg Road Paper Company (“Rugg Road”) is undergoing a transition after its recent purchase by Geraldine O’Hagan in May 2018 from Amy Madanick and Cassandra McIntyre, who opened the brick-and-mortar shop 25 years ago in Boston’s famous Beacon Hill neighborhood. Over the years, Rugg Road has established itself as one of Boston’s leading fine stationers, acquiring several awards in various categories such as best wedding stationery, best paper store, and best social stationery. The new...
Strategy

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