Course Outline
The Finance Industry
1. Characteristics of the Financial Sector
- Business Models: 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 the impact of regulations (e.g., GDPR, PSD2, AML/KYC, Basel III) on operations and innovation.
3. Business Challenges
- Efficiency: Process optimization and cost reduction.
- Risk Management: Credit, market, and operational risk.
- Digitalization: Legacy systems vs. digital transformation.
The IT Industry
1. Business Models in IT
- Software vs. Services: SaaS (Software as a Service) vs. Custom Software Development and Managed Services.
2. IT Product Lifecycle
- End-to-End Delivery: From ideation and discovery to development, deployment, and maintenance.
- Methodologies: Impact of Agile and DevOps on the client’s business rhythm.
3. IT Client Challenges
- Scalability: Managing growth and technical debt.
- Quality: Balancing speed of delivery (Time-to-Market) with system stability.
- Security: Cybersecurity threats and 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 Experience in a client-facing role (e.g., Business Analysis, Consulting, Project Management, or Account Management).
- Fundamental Business Knowledge: A basic understanding of general business concepts such as revenue streams, stakeholders, and organizational structures.
- Analytical Mindset: Familiarity with identifying client needs and documenting basic business requirements.
Audience
- Consultants.
- Business Analysts.
- B2B client-facing specialists.
Testimonials (5)
The teacher clarification of the teacher about the subjects
Josildo Zangue - EMIS - Empresa Interbancaria de Servicos, S.A
Course - Business Analysis
Learning more about the subject matter
Darvie Dabu - Century Pacific Food Inc.
Course - Business Process Re-engineering for Competitive Advantage
exercises made with the comments of trainer
Ewa Korol - Narodowy Fundusz Zdrowia
Course - Modelowanie procesów biznesowych z wykorzystaniem UML i BPMN
Practical exercises. Q&A session at the end regarding how this can be applied in our organization.
Franciszek - Bank Millennium S.A.
Course - Business Analysis, BABOK V3.0 and IIBA Certification Preparation
trainer's knowledge and ease to discuss - awesome flow