Proactively develop scope of services provided to the customer by identifying and securing additional business opportunities with current and new accounts; maintain and grow service relationships with existing customers while developing new incremental customer base.

More Uses of the Business Relationship Management Toolkit:

  • Ensure business value realization and optimization, from value plans through consultancy, business case development, financial awareness, managing expectations, and identifying opportunities to add value.
  • Confirm your organization acts as the primary communication point keeping the supplier and business partners informed of infrastructure changes, application changes, data changes or upcoming implementations and ensures business specific impacts are addressed.
  • Oversee: in collaboration with the finance team, work to set price and ongoing review of pricing to ensure fair margin share between the business and partner based on value delivered in the market.
  • Formulate: proactively engage new and existing customers with consistent, effective contact to develop scope of service, secure additional business opportunities, and manage positive business relationships.
  • Be certain that your organization plans, organizes, controls and directs operations and activities involved in the research, review, analysis, interpretation and reporting of variety data and information used in assessing institutional effectiveness.
  • Secure that your organization leads the teams of portfolio, program and project managers in implementing and applying standard processes and tools to effectively manage dependencies, risks, issues, scope changes and quality.
  • Assure your organization develops ahead of any deployment and implementation points, As Is to To Be gap analysis and corresponding IT or organizational change management plans for successful deployment and transition planning.
  • Confirm your organization provides support and/or interfaces with support teams, internal or external, to ensure business and technical issues with applications and/or infrastructure are resolved timely and effectively.
  • Assure your organization as part of the review process, identify updates needed and make updates to the requirements to make sure solutions (system, data, or business processes) are built on updated requirements.
  • Manage: coach, mentor, and motivate others to meet your organizations vision, commitment, and goals while fostering positive and constructive feedback, recognition, leadership, and personal and professional development.
  • Make sure that your organization as account level contact for existing customers, provides account support and coordinates service activity through collaboration with Pricing, Operations, Sales, and Customer Service regarding commercial and operational issues.
  • Standardize: proactively work with cross functional department managers and client partners to continuously improve process and ensure understanding and expectations of current and future client needs.
  • Organize: in conjunction with enterprise architecture, drive the implementation of the portfolio lifecycle process and in shaping functional and technical paths to ensure efficient and effective platforms for your clients.
  • Drive the vision and goals for partnership, engagement, and facilitation between departments/ business lines and the technology organization to investigate and fulfill all technology needs for the enterprise.
  • Assure your organization leads the design, build, validation, implementation and maintenance of IT application systems and/or infrastructure solutions in support of your current, and future business needs.
  • Be certain that your organization oversees the consolidated portfolio estimates, schedules and resource requirements provided by the Portfolio Managers, and is ultimately accountable for the successful completion of all IT projects.
  • Control: relationship managers and research analysts to cultivate dialogue, drive interaction, and track resource consumption with key customers while gaining exposure to a broad array of investment research products.
  • Forecast and plan for approved demand, supporting the Solution Development leadership in ensuring the group has the available resources to support on time and on budget project delivery.
  • Control: in order to develop detailed IT program specifications, determine business objectives by studying business functions, gathering information, evaluating user processes, input/output requirements and formats.
  • Identify opportunities and innovative ideas which have the potential to streamline/automate processes, reduce costs or staff effort, improve quality, solve real business problems, and/or grow the sales.
  • Provide vision for and direct oversight of issue based problem solving, solution delivery and on going relationship management to ensure strategic use of technology in support of business objectives.
  • Devise: frequent communication to staff and clients about the change and the impact of the change, advocacy, coaching, and mitigation of resistance to minimize disruption and achieve desired results from initiatives that are triggered/enabled by technology.
  • Collaborate with other IT functional areas to keep IT technology and service managers aware of key enterprise customer issues, identifying and resolving potential problems and conflicts.
  • Establish that your organization oversees, authorize and champions activities to manage the entire lifecycle of complex programs from project initiation to project close, ensuring the delivery of quality solutions that meet the constraints of time, cost and scope.
  • Facilitate technology requirement gathering sessions to elicit, analyze and document business, IT, organizational and/or operational requirements from business users and stakeholders.


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