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
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