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Duration 14 hours
Course Outline
The Finance Industry
1. Key Characteristics of the Financial Sector
- Business Models: A survey of retail, corporate, and investment banking, alongside FinTech and insurance sectors.
- Core Processes: Management of assets, lending operations, and payment handling.
2. Regulatory Landscape and Market Conditions
- Compliance Frameworks: Analyzing how regulations (such as GDPR, PSD2, AML/KYC, and Basel III) shape operational efficiency and innovation.
3. Operational Challenges
- Efficiency: Strategies for process optimization and cost control.
- Risk Mitigation: Managing credit, market, and operational risks.
- Modernization: Navigating the shift from legacy systems to digital transformation.
The IT Industry
1. IT Business Models
- Software vs. Services: Comparing SaaS (Software as a Service) with custom development and managed service offerings.
2. The IT Product Lifecycle
- End-to-End Delivery: The journey from initial ideation and discovery through development, deployment, and ongoing maintenance.
- Methodologies: The impact of Agile and DevOps practices on business rhythms and client expectations.
3. Challenges for IT Clients
- Scalability: Balancing business growth with technical debt management.
- Quality: Striking a balance between rapid Time-to-Market and system stability.
- Security: Addressing cybersecurity threats and ensuring data protection.
4. The Strategic Role of Analysts and Consultants
- Collaboration with IT Clients: Closing the gap between business requirements and technical feasibility.
Requirements
- Hands-on experience in client-facing positions, such as Business Analysis, Consulting, Project Management, or Account Management.
- Foundational business acumen, including a basic grasp of revenue models, stakeholder dynamics, and organizational hierarchies.
- An analytical approach to identifying client needs and articulating fundamental business requirements.
Target Audience
- Consultants.
- Business Analysts.
- Professionals specializing in B2B client engagement.
Testimonials (2)
The trainer shared his knowledge and led great atmosphere.
Agnieszka Dubanska - Narodowy Fundusz Zdrowia
Course - Modelowanie procesów biznesowych z wykorzystaniem UML i BPMN
the lessons