Wells Fargo Experience

Question 1

What was the Wells Fargo Project all about?

Answer 1

It was called the GE Integration Program originated as a result of Wells Fargo purchase of GE Consumer & Equipment finance Domestic & International business

Question 2

How many Lines of Business that the Program was involved in:

Answer 2

4 lines of business

a) Consumer Distributed Finance (CDF)
b) Equipment/Vendor Finance (EF)
c) Canada Equipment Finance
d) Ricoh Equipment Finance

Question 3

How many applications does each line of business need to migrate

Answer 3

Each line of business has multiple applications to be migrated with some applications shared across the businesses (which are called Cross Apps)

Question 4

What was the main integration strategy for the program

Answer 4

Lift and Shift

Question 5

What’s TSA

Answer 5

Transitional Services Agreement between GE and Wells Fargo

Question 6

What was the value of the purchase of GE’s North America CDF and EF business

Answer 6

$ 27.4 Billion dollar of assets including $ 24 Billion dollars of loans

Question 7

What’s CDF business?

Answer 7

GE’s Consumer Distribution Finance is a market leader in providing customized inventory financing to fund the flow of finished durable goods from manufactures to dealers.

Question 8

What’s Capgemini’s involvement in the GE capital integration project?

Answer 8

It’s called GE Capital Integration Program. Wells Fargo was fast approaching the TSA deadline to complete the migration post its M&A. They needed significant help with IT PMO and UAT test management and requested Capgemini to onboard 10 senior IT team members in this program.

Question 9

What was the Skill Set requirement for the Wells Fargo project

Answer 9

The skillset requirement was a combination of Project management, BA and Test Management skills

Question 10

Was it a large initiative?

Answer 10

Yes it was a very large initiative

Question 11

What was the scale and complexity of the GE Capital Integration Program?

Answer 11

35 Billion Dollar portfolio acquisition, 4000 end users, 1000 critical interfaces, 180 critical business applications

Question 12

What was your role in Wells Fargo

Answer 12

UAT test co-ordination and test management for the Cross Apps program whose application spanned across 4 LOBs - CDF, EF, Canada, & Richo

Question 13

What are the applications that you supported?

Answer 13

Support Central, Property Tax Management System (PTMS), Moody’s Risk Analytics (MRA) and Syndication Account Management (SYNAM)

Question 14

What’s the total number of end users for Support Central

Answer 14

It has over 2500 end users, of which about 100 have participated in the UAT testing

Question 15

What’s the total number of end users for other Cross Apps

Answer 15

They were in 100s and about 25 users participated in UAT testing across the other Cross Apps

Question 16

What are your responsibilities as a UAT test co-ordinator in Wells Fargo?

Answer 16

a) Co-ordinate and Conduct the UAT testing, BCP and Go-Live testing and Hypercare for the Cross Apps program.
b) As part of UAT, i interfaced with the end users, App owners, Developers, QA testers across various applications
c) UAT test planning and development
d) UAT test execution management
e) Test Assets and Defect Management in ALM
f) Conduct daily defect triage and test progress status meetings
g) End of the Day daily status report on the progress to WF manager
h) Weekly Report of the progress to the Senior Management of both GE and WF during the UAT status update meeting
i) have had to do multi tasking and various other things that were necessary for the UAT test management

Question 17

Explain Support Central

Answer 17

• There are two parts to the application - Sites & Libraries
• In the sites, users have communities and they can create new communities
• In Sites, they can create channels and post their data
• They can add or edit messages in the channel.
• They can change the order.
• In the communities, you can manage entities like workflow, dataform, surveys, adhoc reports. Community is essentially a container for all the modules.
• Facilitator and Co-facilitator manage the community
• Main modules - workflow and dataform
• You create the workflow and add forms to the workflow. You can add various types of fields to the form.
• Workflow - when i submit the form, it should be go to the manager and when the manager approves it, it should go to the HR manager to approve it.
• Dataform - maintaining record and capability to view the records (a way of capturing data)

They can go to Library from the Community Homepage.

• Document Management System
• Users can upload documents in their designated libraries

What ever the users had in GE, they will be able to validate the same data in WF (i.e. after migration).

Two parts to the testing - Functional and Data Migration / Reconciliation testing

Question 18

Type of defects observed in Support Central

Answer 18

• Users unable to access the libraries, they were getting a blank page.
• Users unable to search people because search function wasn’t working properly
• Users that were not a part of AD-ENT group (directory) and Support Central DB. They received access issues.
• Email function not working

Question 19

What are the components of UAT test plan

Answer 19

Timelines - Env. Availability, SIT Testing, UAT test execution, Defect fixes, Re-testing and Ad-hoc testing

Scope of UAT testing - which includes main functions that will be tested

Exit Criteria - There are no open Critical 1 or 2 severity issues and Business provides the sign off

Defects Triage Plan:

Defect Triage SLA:

Defects Priority Criteria:

Defects Severity Criteria:

SharePoint Link:

ALM Usage:

Communication Plan:

Question 20

Give an example of Prod go-live set up

Answer 20

• PTMS IT support will set up initial GE transferred users
• Process to set up new WF users
• Meeting with the Business to configure the PTMS application

Question 21

SYNAM stands for

Answer 21

Syndication Account Management

Question 22

How accounting team uses Synam

Answer 22

Accounting team uses Synam to generate accounting and feed to GL monthly

Question 23

A third party tool used to manage loan/lease details

Answer 23

SYNAM

Question 24

SYNAM is basically divided into three parts:

Answer 24

SYNAM front end, ETL and Reporting

Question 25

How do you test a system

Answer 25

break the system into parts and examine what each part does, like what’s the input and what’s the output and generate scenarios to test each part individually and test the system as a whole (from the end to end perspective)

Question 26

Clawback, Disbursement Manager, Reporting and Investor Agreement are

Answer 26

some of the components of SYNAM front end

Question 27

Deal Syndication, Principal Balance workflow, Customer Billing Workflow, InvestorCash Workflow, FullPayOff workflow are

Answer 27

some of the component of SYNAM ETL

Question 28

Parent Child Report, Rejected Fee Code Report, Investor Cash Report, Principal Balance Report are

Answer 28

some of the component of SYNAM Reports

Question 29

The approach eliminates the need to extensive reprogramming, adding new features and functions but requiring only minimal coding and configuration changes

Answer 29

Lift and Shift

Question 30

To improve the accuracy of Risk Management by producing dual rating - PD - probability of default and LGD - Loss Given Default

Answer 30

MRA - Moody’s Risk Analytics

Question 31

PTMS

Answer 31

Property Tax Management System

Question 32

Filing Returns, Assessments, Tax Bills

Answer 32

PTMS helps in achieving

Question 33

Property Manager, Returns Manager, Payment Manager, Reports Manager, Assessment & Appeals Manager are

Answer 33

some of the components of PTMS