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Duration 14 hours
Course Outline
The Finance Industry
1. Characteristics of the Financial Sector
- Business Models: An overview of retail, corporate, and investment banking, as well as FinTech and insurance.
- Key Processes: Asset management, lending operations, and payment processing.
2. Regulations and Market Environment
- Regulatory Frameworks: Understanding how regulations (e.g., GDPR, PSD2, AML/KYC, Basel III) impact operations and drive innovation.
3. Business Challenges
- Efficiency: Focusing on process optimization and cost reduction.
- Risk Management: Addressing credit, market, and operational risks.
- Digitalization: Navigating the tension between legacy systems and digital transformation.
The IT Industry
1. Business Models in IT
- Software vs. Services: Comparing SaaS (Software as a Service) with custom software development and managed services.
2. IT Product Lifecycle
- End-to-End Delivery: Covering the journey from ideation and discovery through development, deployment, and maintenance.
- Methodologies: Examining how Agile and DevOps influence the client’s business rhythm.
3. IT Client Challenges
- Scalability: Managing growth while addressing technical debt.
- Quality: Balancing delivery speed (Time-to-Market) with system stability.
- Security: Mitigating cybersecurity threats and ensuring data protection.
4. The Role of the Analyst and Consultant
- Collaborating with IT Clients: Bridging the gap between business requirements and technical feasibility.
Requirements
- Professional background in client-facing roles, such as Business Analysis, Consulting, Project Management, or Account Management.
- Foundational business knowledge, including a basic understanding of revenue streams, stakeholder management, and organizational structures.
- An analytical approach, demonstrated by the ability to identify client needs and document core business requirements.
Target Audience
- Consultants.
- Business Analysts.
- B2B specialists working in client-facing capacities.
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