Mehdi Radhouani

Senior Business Analyst / Product Owner (Digitalization):

• Project for digitalization and improvement of the user journey in the Associates Extranet ecosystem:

- Analysis of the existing situation (processes and legacy tools): Business stakeholders survey

- Mapping of existing processes and proposal of new processes and a map of data tools and ownership.

- Presentation of a target architecture: Design between data providers (Salesforce, UNICIA) and data consumers (Client Extranet)

- Importing data from UNICIA databases into Extranet

- Backlog Management: Writing user stories and prioritization for Sprints

- Supporting the development team in understanding user stories

- Organizing/leading follow-up committees and ceremonies

- Preparing test scenarios and UAT

- Planning and synchronizing releases

- Assisting the business during user acceptance testing and parallel run

- Managing relationships with suppliers (evolutions/maintenance) with Salesforce, Liferay, Docuware, Docusign editors

- Below are the various features implemented:

- Biometric authentication on mobile applications (Android and IOS)

- API for validating IBANs and verifying bank details

- Linking client accounts for a 360 client view

- Management of the former client journey; limited access to documents for one year then

- Creation of client request tickets via API in Salesforce from the Extranet

- Tracking client requests in the extranet by connecting in real-time to the API of the managers' back-office tool (Salesforce)

- Electronic signature of client documents via Docusign

• Implementation of Penelop reporting (Positions, Movements) for the HARVEST aggregator: Normalization of data exchange between life insurers and intermediaries:

- Scoping the need with the PO and HARVEST, the positions aggregator

- Writing functional specifications

- Monitoring the development of reporting (Positions and Movements) with the SOPRA editor (AGILE)

- Monitoring the scoping and contracting of exchanges with the HARVEST aggregator

- GDPR Validation

- Security Validation

- API exchange validation

- Reporting delegation contract

- Development of the initialization scenario for positions and movements for the different introducing agents.

- Development monitoring

• Project for implementing Artificial Intelligence to improve the associate experience: (Callbot, Chatbot, Livechat)

- Scoping the need with the PO on the customer service side: writing user stories

- Organizing and managing workshops - POC of the chosen solution Dydu – study of the interface with Teams and challenging the solution regarding the recovery of conversation history through the API for transmission to Salesforce (back-office tool)

- Presentation of the target architecture to the various stakeholders (PO, CIO, Infrastructure, CISO, GDPR)

• Kyriba Migration Project:

- Migration of accounting and treasury reporting to Kyriba

- Interfacing Kyriba via API with Salesforce for managing payment tracking and overpayments

- Interfacing Kyriba with Trustpair to verify the bank details of third parties and suppliers

- Interfacing with Fairway debt for treasury monitoring

Functional Skills: Digitalization of the Associates journey at the extranet level

Accounting reporting migration

UI/UX Journey

Business Process.

Technical Skills: REST API, Salesforce API, Swagger, Liferay, UI/UX, Business Intelligence, Salesforce Lightning, Docusign, Visio, Sql Server, OKTA Authentication, Business Process Management, Architecture Design, Data Model Design.

• Implementation of a client/contract repository from scratch in Salesforce to replace legacy tools. Implementation of a golden source API (event-driven) for clients/contract data consumers:

• Analysis of the existing situation (processes and legacy tools): Business stakeholders survey within the Global Energy Management & Sales community

• Mapping of existing processes and proposal of new processes and a data ownership map.

• Onboarding of Sales, AML/KYC, Credit, and Legal teams in Salesforce for client onboarding process management

• Presentation of a target architecture: Design of a pivot API (Third Party REFERENTIAL) between data providers (Salesforce, Snoop-e) and data consumers (front-to-back-to-accounting deal management tools)

• Import of historical data from Legacy databases into Salesforce

• Making API data available in datasets within the GEM datalake (Common Data Hub)

• Assisting consumers (Data analysts, applications) to connect to the Golden Source via TPR API Endpoints or CDH datasets

• Backlog Management: Writing user stories and prioritization for Sprints

• Coordinating the different teams (data providers (2 BAs and 2 devs), API team (2 devs), Data consumers (1 BA and 1 Dev))

• Supporting the development team in understanding user stories

• Organizing/leading follow-up committees and ceremonies

• Preparing test scenarios and UAT with new and existing data consumers

• Planning and synchronizing releases

• Assisting the business during user acceptance testing and parallel run

• Managing relationships with suppliers (evolutions/maintenance) with Salesforce and Fabdev editors

• Data Governance Project (Role: Data Steward):

• Implementation of Client & Counterparty data governance – first use case within the Global Energy Management & Sales community

• Definition of project objectives and scope: identification of the business use case, data scope and pain points, stakeholders

• Data cataloging in Collibra: documentation of Business processes, Business terms, Data elements, Systems

• Definition of roles and responsibilities: data owner, data steward

• Data Steward: data inventory, standards inventory, pain points inventory in data usage, product roadmap, support and knowledge sharing with other data stewards, identification of needs for new data elements and reuse of existing data by new consumers.

• Data quality management: definition and monitoring of success KPIs

• Implementation of a subscription website for AEW Ciloger products:

• Analysis of business needs.

• Writing the specifications document.

• Writing functional specifications.

• Organizing follow-up committees and project steering.

• Supporting the development team.

• Preparing test scenarios.

• Release management & Support

• Project for migrating the Ciloger IS to the AEW Ciloger IS:

• Analysis of the existing situation

• Change Management

• Writing functional specifications

• Writing documentation for the Ciloger IS

• Integration of Ciloger processes into the AEW IS

• Managing relationships with the various IS of business introducers (Banque Postale and Caisse d'épargne)

• ANR (Net Asset Revalued) Web Application: Asset Valuation:

• Analysis of business needs.

• Writing the specifications document.

• Writing functional specifications.

• Organizing follow-up committees and project steering.

• Supporting the development team.

• Preparing unit test scenarios.

• Assisting the business during user acceptance testing and parallel run.

• User training and support.

• Go-live and incident monitoring.

• Responsible for the UNICIA application: General Meeting Outsourcing Project:

• Managing the relationship with the supplier SOTIAF.

• Planning and managing AMO Consulting services.

• Organizing follow-up committees and project steering.

• User support and assistance.

• Responsible for the UNICIA application: Evolutions around the software package:

• Implementation of automatic generation of tax documents via the UNICIA software package.

• Automation of mail stuffing and sending of tax documents by the service provider SOTIAF.

• Securing dividend payment files.

• Implementation of mailing reports for distributions and shareholdings.

• Implementation of the succession file tracking report for investors.

• User support and assistance.

• Managing the relationship with the editor Cassiopae.

• Responsible for the Alex application: Asset Appraisal Campaign Management:

• Implementation of an Alex extranet site to facilitate access for external experts.

• Managing evolutions of the expertise campaign workflow on the Alex intranet site.

• Gathering needs from the Asset Management and Control & Reporting teams.

• Organizing follow-up meetings with the IT development teams.

• Preparing unit test scenarios and acceptance of deliveries.

• User training and support.

• Go-live and incident monitoring.

• User support and assistance.