Patrick Yip Email & Phone Number

Toronto, ON, CA

• Successfully delivered multiple revenue growth initiatives in the Foreign Exchange sector.
• Led various internal teams to migrate Real-time Trade Booking System from Wall Street System and continue managing Trade Booking enhancement projects.
• Worked with Anti-Money Laundry, sanction, correspondent banks, and other technical teams to deliver 15 additional countries to the Global Money Transfer platform.
• Joined a SWAT team to deliver a Self Servicing FX Cash Orders web tool for Investors Edge within 2 weeks during the COVIC-19 pandemic.
• Deliver projects using Agile methodology and manage backlog issues in sprint cycles using JIRA.
• Prepare weekly project status reports using MS Powerpoint.

• Led a team of Business Analysts, Architects, and Solution Designers to create Business cases for Capital Markets, Enterprise Client Data Management, Risk Management, and Digital Channels new initiatives.
• Worked with Enterprise Architects and Chief Designer to propose strategic solutions for new seed initiatives from different Line of Business.
• Managed a $2 million strategic project to deliver a Digital Account Open mobile application using Agile.
• Worked with the Product Owner to prioritize items on the product backlog.
• Utilized JIRA and Confluence tools to plan, track sprint activities, issues, artifacts, and collaborate with project resources.
• Chaired daily scrum meetings to review challenges and resolved critical issues with delivery teams and Product Owner.

• Accountable to deliver a $4.3 million Foreign Exchange Program to integrate CIBC Global Money Transfer service with UnionPay International MoveExpress service on online banking and mobile application.
• Worked with the Senior Management team to set overall program delivery strategy for six project teams from different Lines of Business, including AML, Fraud, Capital Market, Electronic Fund Transfer, Treasury & Payment.
• Ensured Chief Designer, Enterprise Architect, Lead Business Analyst, and Program Test Lead were available to all project teams to resolve project issues and provide consultation.
• Identified tasks that were common to project teams and ensured teams do not duplicate work.
• Utilized CIBC Program Management framework to manage program scope, risks, issues, and project interdependencies throughout the program life-cycle.
• Chaired weekly Change Triage meetings to assess, prioritize, and action on the change issues.

• Successfully delivered a $6 million project to establish a content management system for Digital Channels using Adobe Experience Manager (AEM 6.0).
• Managed the project in Agile and utilized JIRA to monitor the sprint schedule and backlog status.
• Coordinated with Technology and Digital Strategic teams to ensure AEM solution covered Test & Target (Analytics) and Search Engine Optimization requirements.
• Worked with the User Experience team to improve usability and compliance with accessibility standards.
• Managed vendors to deliver AEM infrastructure, Components, Templates, Workflow, and Dynamic Tags in Agile Sprint cycles.
• Used MS Project to track Project schedule, MS Visio to document process flows.

• Proposed and delivered a $4.7 million project to increase Air Canada revenue by expanding its merchandising capabilities across all Digital channels, including Online, Mobile applications, and Kiosk platforms.
• Understood client’s business objective and success criteria, and led a team of Solution Architect, Application Designers, User Experience experts, Developers, and Business Analyst to implement the best solution for the.
• Prioritized project requirements with stakeholders to allow project teams focused on value-added deliverables on the tight project timeline.
• Followed IBM Software Development Life Cycle - Waterfall methodology to deliver the project.
• Tracked and discussed project risks, issues, finances, and accomplishments with the stakeholder in regular program meetings.
• Utilized IBM Change Management process to control client change requests and negotiated priorities with the client.

Armonk, New York, NY, US

• Delivered a $2 million project to upgrade middleware, and migrate the correlated applications to a new mid-range IBM P750 AIX environment for the ministry in Waterfall methodology.
• Participated in the Ontario Government Request for Services process to provide project management strategy, application migration strategy, and project estimate in the proposal.
• Created Statement of Work (SoW) to clearly define project scope, period of performance, deliverables schedule, acceptance criteria, and payment schedule.
• Responsible for engaging IBM Consultants and allocate proper resources to the tight project schedule promptly.
• Collaborated with two client project teams and IBM project teams to achieve the same project objectives by phases.
• Arranged and facilitated knowledge transfer sessions to client resources in each successful implementation.

• Accountable to deliver an over $8 million PL/I migration and DB2 upgrade project for a real-time Trading Management system which provides brokerage transaction processing services to TD Bank, National Bank, and other.
• Created business case and program budget plan to Executive team.
• Established migration approach, defined and documented migration road map, program management processes to manage 12 project teams, and one offshore India team.
• Established Project Management Office and Governance team to monitor project status, technical and business risks in each project phase.
• Controlled project scope and reviewed backout plans with the Governance team to ensure project deliverables have no impact on day-to-day business operations and other projects.
• Worked with Industry Subject Matter Experts, Architects, and Test team to establish a new Regression Test Environment for the PL/I migration and DB2 upgrade project.

• Delivered a Disaster Recovery solution for the Government of Alberta using IBM Global Mirroring technology in Business Continuity Centers in Toronto and Calgary.
• Coordinated client infrastructure teams and IBM Disaster Recovery team in two major cities to deliver the Business Continuity solution on time and on schedule.
• Collaborated with telecommunication vendors to deliver infrastructures, such as routers and network circuits to Data Recovery Centres in Toronto and Calgary.
• Successfully transition the disaster recovery services from the Government of Albert Disaster to IBM Disaster Recovery Centers in four months timeframe and achieved a high degree of customer satisfaction.

• Delivered a Web-based Client Account Management system for different Financial Institutions to record all regulated client information from stock and mutual fund trades.
• Identified issues and problems by chairing lessons and learned sessions with the project team.
• Re-established project budget, team morale, and re-prioritized project requirements with customer.
• Tracked project schedule and cost variances with MS Project.
• Reported project status, risks, and issues to the Senior Management team using MS Powerpoint.
• Worked with Test Manager to develop test plan, and monitored Test Services team (mainly Global Resources) to deliver different levels of testing to cover all functional and non-functional requirements.

• Delivered multi-year system integration and application development projects in different business areas for IBM Canada, IBM US, and Client Sites.
• Managed a million dollar application management portfolio where applications ran on UNIX and AIX platforms using DB2, Oracle, and MS SQL Server as the Database Management System.
• Implemented internet and intranet applications that allowed clients to update websites using Content Management System.
• Coordinated and collaborated global project teams and stakeholders in different countries.
• Performed project quality assurance reviews for peer Project Managers
• Rolled out Software Engineering Institute - Capability Maturity Model (SEI-CMM) to the organization with the Senior Management team, and brought the group to reach SEI-CMMI Level 4 standards.