Ed Orr Email & Phone Number

Atlanta, Georgia

Providence, Rhode Island Area

Retained by a top 20 financial institution to manage business line activities associated with the migration of clients to a new online banking platform. This includes project plan development, migration plan development and execution, data cleanup on the legacy platform, communications/training programs, and QA/UAT management.

Kansas City, Missouri Area

Retained by a major regional bank with a top 20 payments business to (1) restart/complete a paused migration to a new lockbox processing system; and (2) develop a plan for migrating clients to a new commercial card platform.As part of restarting the lockbox migration, developed a new client reach-out process to improve success rates of clients migrating within their targeted window and managed its implementation through the migration team, initiated a post conversion survey… Show more Retained by a major regional bank with a top 20 payments business to (1) restart/complete a paused migration to a new lockbox processing system; and (2) develop a plan for migrating clients to a new commercial card platform.As part of restarting the lockbox migration, developed a new client reach-out process to improve success rates of clients migrating within their targeted window and managed its implementation through the migration team, initiated a post conversion survey, initiated an internal review process to ensure (a) the Bank was prepared for the client's migration and (b) the correct issues were communicated to the client, and initiated a client communication process to ensure the customer base was aware of the status of the project.As part of the commercial card project developed the migration strategy and led a working group to define the structure of the overall migration. Delivered a migration plan that consolidates client activities from three separate online service providers to a single platform through a series of structured migration events. Show less

Houston, Texas Area

Retained by a major national bank to manage a team of 16 specialists assigned to migrate high value commercial customers to a new online banking platform. Developed and documented a standard conversion process for communicating and servicing clients throughout each conversion cycle. Managed exceptions where the automated migration process was incorrect or ineffective. 99% of responding clients indicated that they were pleased with the conversion support.

Atlanta, Ga & Dallas, Tx

Responsible for overseeing the cost study of key Treasury Management product lines for a regional provider. Proposed the costing methodology and implemented the costing framework which was the basis for the individual product analyses. Products included DDA services, Other Depository Services, Wire Transfer, ACH Services, Disbursement Services, Lockbox, and Online Banking.

Kansas City, Missouri & Atlanta Georgia

Retained by a major regional bank to survey regional and national banks on selected ACH operational practices. Based on direction from the client, drafted the survey and contacted tentative participants. Responsible for follow-on analysis, presentation, and publication to the respondents.

Kansas City

Retained by a major regional bank to manage the conversion and consolidation of lockbox processing and the conversion of the commercial customers from an acquired institution. Proposed conversion process for the lockbox project to meet the banks objectives. Developed, proposed and implemented a staffing model to meet the needs of the conversion structure and the budgetary requirements of the Bank. When required, repackaged the lockbox conversion collateral to address specific customer… Show more Retained by a major regional bank to manage the conversion and consolidation of lockbox processing and the conversion of the commercial customers from an acquired institution. Proposed conversion process for the lockbox project to meet the banks objectives. Developed, proposed and implemented a staffing model to meet the needs of the conversion structure and the budgetary requirements of the Bank. When required, repackaged the lockbox conversion collateral to address specific customer questions and issues.In the context of the conversion of commercial customers from an acquired institution, analyzed the service mix of the converting base to develop a communications & servicing plan for the commercial base. Developed a Frequently Asked Questions document to explain the conversion to the said base. Developed a database of converting customers that was used to communicate key dates and updates on the conversion. Managed a team of senior banking consultants to convert their online banking, online wire transfer, ACH, and remote deposit businesses in addition to servicing the converting customer base. Show less

Kansas City, Missouri Area

Worked with a major regional bank with a top-20 payments business to manage the customer conversion of their online banking product from three systems to a single platform.Developed a conversion strategy, a migration plan, a staffing plan for the migration team and a database of customer information from which to manage the conversion. Implemented, as part of the planning process, a high value/complex customer review to ensure the conversion plan dealt adequately with key customers and… Show more Worked with a major regional bank with a top-20 payments business to manage the customer conversion of their online banking product from three systems to a single platform.Developed a conversion strategy, a migration plan, a staffing plan for the migration team and a database of customer information from which to manage the conversion. Implemented, as part of the planning process, a high value/complex customer review to ensure the conversion plan dealt adequately with key customers and critical market segments.Trained, developed, and managed a team of 20 specialists to provide a high touch conversion experience. The conversion process included an onsite component for high value relationships. Earned excellent marks from the customer base in the follow-on survey.Received the Bank's Service Excellence Award: "In Recognition of your commitment to excellence in delivering the next generation digital solution to drive The Unparalleled Customer Experience." Show less

Oakland, Ca & Brooklyn, Ny

Worked with a major armored carrier to develop a branch staffing model to evaluate current staffing levels and estimate the required staffing levels necessary to accommodate significant additional volumes. The model also estimated physical vault utilization and assessed the impact of significant volume increases. In its initial deployment, the model indicated that significant new business could be support at the same expense level with restructured staffing.

Charlotte, Nc & San Francisco, Ca

Supported the conversion and integration of two top-ten commercial banks: (1) Developed and implemented a process to monitor and manage conversion related tasks for the Treasury Management business.(2) Developed and implemented a process to monitor and reconcile the conversion of wholesale and treasury management relationships and accounts for individual state conversions.(3) Developed, implemented and managed a process to convert 250,000+ business customer-specific… Show more Supported the conversion and integration of two top-ten commercial banks: (1) Developed and implemented a process to monitor and manage conversion related tasks for the Treasury Management business.(2) Developed and implemented a process to monitor and reconcile the conversion of wholesale and treasury management relationships and accounts for individual state conversions.(3) Developed, implemented and managed a process to convert 250,000+ business customer-specific instructions related to risk, customer service, and specific branch processing instructions to the go-forward infrastructure.(4) Assisted in the initial planning for the integration of payment and accounting systems supporting the international correspondent bank and the related clearing businesses. This included the development of business requirements for their integration onto the go-forward environment.(5) Developed business requirements for wholesale system conversion activities within the over-lapping market states.(6) Developed and implemented conversion processes for various sets of ancillary information related to the conversion of the Treasury Management customer base. Show less

Dallas/Fort Worth Area

Supported the establishment and growth of a commercial bank with an asset size of $500M.(1) Developed and brought to market a treasury management product line including online banking, remote deposit, and positive pay services. This included the development of a training program, product pricing, and promotional material.(2) Evaluated platform processing alternatives for DDA/branch/loan/clearing and related services. This included the development of a comparative cost analysis… Show more Supported the establishment and growth of a commercial bank with an asset size of $500M.(1) Developed and brought to market a treasury management product line including online banking, remote deposit, and positive pay services. This included the development of a training program, product pricing, and promotional material.(2) Evaluated platform processing alternatives for DDA/branch/loan/clearing and related services. This included the development of a comparative cost analysis of three national provider which was the primary determinant in the selection of a new vendor. (3) Managed the conversion of selected services to a new platform provider including online banking, ACH services, remote deposit, and consumer bill pay.(4) Reviewed alternatives for the automation of wire processing vendors to replace the Bank's Fedline processing. Recommended a vendor and supported installation of the services. This also included the automation of wire processing from online banking through to the wire system. (5) Implemented a cross currency wire payment service to support the needs of the Bank's high net worth customers. The selected solution leveraged the correspondent services of a major US bank.(6) Supported treasury management with onsite calls to prospects requiring complex payment and reporting solutions. Show less

Was responsible for the product management, operation, and development of electronic-based services that were offered to the commercial markets.

Bachelor Of Science, Economics & Finance

Bs, Business Administration, Economics & Finance