
Leemei Tan-Boisgillot
Verified Expert in Project Management
Project Manager
Singapore, Singapore
Toptal member since March 15, 2024
Leemei has an extensive background in steering change and transformation within the banking and financial services industries. She specializes in project management, business analysis, and business process design. Leemei has led innovation projects such as the implementation of Microsoft Dynamics 365 to bring process automation, cost-saving initiatives, and process optimization projects to promote efficiency for global institutions like HSBC and Credit Suisse.
Project Highlights
Expertise
- Business Analysis
- Business Continuity Planning (BCP)
- Coaching
- Cross-functional Collaboration
- Process Improvement
- Process Mapping
- Project Management
- Stakeholder Management
Work Experience
Business Continuity Process Mapping Expert
X-Press Feeders
- Led the end-to-end mapping of as-is processes, identifying inefficiencies and integrating a transformation plan to shape future-state processes, ensuring business continuity and operational resilience.
- Mapped existing workflows across departments to pinpoint risks and inefficiencies, delivering data-backed recommendations that improved process robustness and alignment with continuity objectives.
- Facilitated stakeholder engagement ensuring seamless adoption and long-term process sustainability.
Transformation Consultant
Credit Suisse
- Collaborated with subject matter experts (SMEs) in wealth management to assess current processes, document key pain points, develop recommendations, and initiate transformational initiatives.
- Facilitated group sessions to define to-be processes, highlighting any regional regulatory exemptions for global payment programs. This drove standardization and efficiency across locations.
- Completed assessments for customer review processes and provided recommendations for improvements and technology enhancements.
Regional Legal Transformation Project Manager
Protiviti
- Performed process mapping and outsourcing assessments.
- Produced an outsourcing business case for senior management review, which was approved.
- Collaborated with the third-party engagement team to ensure regulatory and administrative requirements for outsourcing were met.
- Ensured that any business continuity planning (BCP) updates related to outsourced processes were accurately reflected and updated.
- Delivered outsourcing activities successfully, resulting in efficiency gain and FTE capacity savings.
APAC Project Manager
Aurexia
- Worked for BNP Paribas as the finance workstream lead and collaborated with the regional transformation team to coordinate UAT activities.
- Prepared test scripts for finance users in the APAC region during the UAT phase.
- Executed and captured the UAT's outcome for each region and reported accordingly.
CCO Risk Initiatives Senior Manager
HSBC Hong Kong
- Acted as the APAC lead for the deployment of a Microsoft Dynamics 365 workflow, enabling business/product approval process automation.
- Translated business requirements into user stories, participated in sprint planning, produced test scripts, supported UAT, and conducted cross-functional training.
- Mapped current state business processes, identified pain points, and collaborated with business stakeholders to identify improvement opportunities.
- Collaborated with the business continuity planning (BCP) team to identify and define processes or procedures resulting from the implementation of new systems. Also worked on mitigating risks in various scenarios to ensure business continuity.
- Collaborated with risk stewards to define and design the risk approval matrix requirements for the to-be business and product approval processes.
Process Re-engineering Consultant
HSBC Hong Kong
- Collaborated with the commercial banking marketing team in defining and executing marketing campaigns to increase customer adoption rates in digital channels from 50% to 70%.
- Captured the scope of work and current state processes and participated in vendor selection activities to outsource GTRF document management operations to a managed service company.
- Led cost reduction, process improvement, digitalization, and outsourcing initiatives for commercial banking.
Business Analyst
HSBC Hong Kong
- Led and performed impact assessments, gap analysis, regulatory deviation assessment, and process mapping for an entity within the retail online banking program.
- Documented analysis and obtained sign-off from respective business stakeholders for a handover to IT.
- Reported all relevant as-in and to-be processes for an entity within the retail online banking program.
Project History
Business Process Automation with MS Dynamics 365 for Markets and Securities Services HSBC
The deployment has brought automation, streamlined approval processes, and generation of meaningful Management Information (MI).
I acted as the APAC lead for the global business project team and oversaw the deployment of the MS Dynamics 365 Workflow. My responsibilities included documenting current processes, conducting workshops with stakeholders, identifying pain points, and facilitating sessions to define future processes. I collaborated with IT partners in an Agile environment, translating business requirements into user stories, participating in sprint planning, creating test scripts, supporting UAT, and conducting cross-functional training.
The deployment of the solution resulted in several key benefits, including:
• Simplification of risk assessments, making it easier for the business to understand risks and make informed decisions.
• A 20% reduction in unnecessary repeat business approvals by senior management and stakeholders.
• Meaningful and automated reports MI.
• Automation resulted in shorter turnaround times, aligning with the objective of promoting a better customer experience.
• User-friendly interface encouraged greater system adoption.
Cost Savings and Digitization of Customer Correspondence for Commercial Banking HSBC
Achieved cost savings through the elimination of non-value-added and non-regulatory-specific customer correspondence by encouraging the adoption of digital channels.
As a member of the regional process streamlining team, I collaborated with various stakeholders to identify initiatives aimed at reducing paper usage, eliminating non-value-added and non-regulatory-specific correspondence, digitizing customer communications, and increasing the adoption of digital channels.
On reducing paper usage: implementation of black-and-white and double-sided printing, along with eliminating non-value-added and non-regulatory-specific correspondence, has led to significant cost savings.
On digitization: collaboration with the marketing team to define and execute marketing campaigns contributed to an increase in customer adoption rates of digital channels, from 50% to 70%. This shift was crucial in providing customers with alternatives to receiving correspondence via traditional mail.
Achieved Efficiency on Customer Onboarding Process for Commercial Banking HSBC
Improved efficiency in mail collection and scanning schedule and improved the scanning workflow.
As a key member of the regional process streamlining team, my role involved identifying opportunities to improve overall efficiency.
A significant challenge faced by the business was the misalignment of mail collection and scanning timetables, resulting in certain peak hours requiring additional resources for the scanning team. To address this, I recommended aligning the timetables to reduce the need for extra resources, thereby reducing costs.
Another challenge was the semi-automated document scanning workflow, which often required manual intervention. Through a thorough review, I identified the root cause: the lack of detailed scanning queues in the workflow tool, leading to the manual sorting of documents from a general folder. This manual process made it challenging to meet operational SLAs. To address this, we implemented a more detailed file structure to streamline document classification and eliminate the need for a general catch-all folder.
Education
Bachelor's Degree in Management and Information Systems
Curtin University of Technology - Perth, Australia
Certifications
Associate Certified Coach
International Coaching Federation
Lean Six Sigma Green Belt
University of Warwick
Skills
Tools
Visio, Jira, Confluence, Zoom
Paradigms
Business Process Modeling Notation (BPMN), User Acceptance Testing (UAT), Lean, Business Continuity Planning (BCP)
Platforms
Microsoft Dynamics 365
Other
Business Analysis, Process Mapping, Process Documentation, Business Process Analysis, Coaching, Process Improvement, Stakeholder Management, Cross-functional Collaboration, Microsoft Teams, Project Management, Business Process Outsourcing (BPO), Business Requirements, User Stories, Impact Assessment, GAP Analysis, Dynamics CRM 365, Process Design, Cost Reduction & Optimization (Cost-down), Agile DevOps, User Journey Maps, Project Engineering, Business Process Management (BPM)
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