Gener Y. Daluz

• Business Analyst, Project-based at Bank of Philippine Island (BPI) Project Gemini of BPI Securities Corporation

Duties and Responsibilities:

• The Business Technology Lead is primarily responsible for the overall planning, study, development, implementation, and maintenance of all application systems that support the business group to ensure that functional, operational, and compliance requirements are met.
• The Business Technology Lead liaises between ISG and the business group head and systems support team to understand their business development and operational requirements.
• Lastly, the Business Technology Lead provides oversight and assists in the prioritization of technology projects, ensuring that the projects are aligned with the business group’s strategies and the policies, standards, and procedures of the bank and ISG.
• Main Accountabilities (5 ~ 7 major activities the incumbent performs that contribute to the bank’s business performance)

1. Executive Level Stakeholder Management

• Acts as the primary representative of ISG for the assigned business group.
• Assists the business group’s senior management in the planning and execution of technology solutions to support the business group’s strategies.
• Coordinates with other management teams and BTLs for strategies and projects affecting other business groups.
• Regularly provides reports on performance of application systems according to predefined Service Level Agreements (SLA).

2. Program Management

• Provides oversight for managing applications portfolio and projects for the assigned business group.
• Monitors and provides guidance to the project teams in the execution of technology projects.
• Assists in the review and approval of project management standards and methodologies.
• Assists in the identification and resolution of technology risks and issues affecting the business group’s operations.

3. Operations Management

• Maintains an in-depth understanding and knowledge of the architecture and processes of the applications portfolio, managed for the business group.
• Undertakes initiatives to ensure stability and efficiency of application systems performance.
• Coordinates with the operations units to ensure efficient performance of application systems.

4. Vendor Management

• Facilitates sourcing of solutions and service providers to address business requirements.
• Negotiates with solution and service providers for the finalization of product and services contracts and agreements that are aligned with the bank’s policies and standards.
• Manages the relationship with the solution and services providers.

5. Line Management

• Performs key functions for organization and human resources management of direct line reports such as training and development, organizational development, mentoring, and compliance to administrative day-to-day tasks to help accomplish organizational goals and objectives.

• Business Analyst/Project Manager, Project-based at CTBC Core Banking Surround Software Reintegration and Revamp Project

Duties and Responsibilities:

• Reports directly to the Vice President for Application Development, Information Technology Group, which includes the development and support to the following duties and responsibilities:

A. Business Analyst/Project Management of Central Liability Ledger System (Corporate Loan System)

B. Business Analyst/Project Management for Check Image Clearing System – Signature Verification System

C. Preparation of the Business Requirement Document for the new Single Borrower Limit computation and validation

D. To report to the Vice President for Application Development on the status of the above-mentioned activities

E. All other matters that maybe assigned

F. Other duties that may be assigned from time to time

Major Accomplishments:

• As Project Manager for the Core Insurance System of the Cooperative Insurance System of the Philippines (1CISP) and functions as Business Analyst of the same project.
• Prepared the design for the mock-up for the digitization of the Christian Council for Transparency and Accountability (CCTA) Mutual Benefit Association (MBA).
• Assisted in the preparation of the Project Proposal submitted to CCTA MBA for the digitization project.

Duties and Functions:

Reports directly to the Director for IT, which includes the development and support to the following duties and responsibilities:

• Core Information System of 1CISP
• Project Management of assigned project
• To report to the Director of IT on the status of the above-mentioned activities
• All other matters that maybe assigned
• Other duties that may be assigned from time to time

• Major Accomplishments:
• As Acting IT Support Manager for the Management Information System manages the Helpdesk that manages the ticketing system as well as act as Compliance Coordinator of MIS
• As Project Manager for Legal Case Management System Project, participated in the conceptualization, planning, budgeting, evaluating vendors, implementation and monitoring of the project
• As Project Manager for RFC Policy Portal Project participated in the conceptualization, planning, budgeting, implementing and monitoring of the project.
• Troubleshooter of Data migration from Legacy system to new System of the Loans Monitoring System.
• Data Mining of Historical Data for use in developing Credit Scores and analysis for International Financial Reporting Standards (IFRS)
• Member of team doing Impact Assessment of new Loan Monitoring System against the Legacy System
• Perform Quality Assurance of changes made in the legacy systems while waiting for migration to new system by documenting Quality Assurance Procedure and criteria and using such document for testing quality of the changes made in the system.
• Duties and Functions:
• Reports directly to the Vice-President for Management Information System and provides support on IT aspects, which includes the development and support to the following duties and responsibilities:
• L. Loan Management System
• M. Branch Information System
• N. Accounts Receivable System
• O. FoxPro GL System
• P. FoxPro AP System
• Q. FoxPro Treasury System
• R. And other Legacy System of the Company
• S. Development of enhancement to support the existing system
• T. Project Management of assigned project
• U. To report to the IT Head on the status of the above-mentioned activities
• V. All other matters that maybe assigned during the course of the consultancy term
• W. Other duties that may be assigned from time to time

• Major Accomplishments:
• Prepared the ABA Philippines IT Security Policy Manual approved by USAID
• Prepared the Life of Project Budget of the Electronic Court Implementation in priority Courts of the Philippines
• Prepared the different IT equipment and services specifications used in the Bid Documents
• Prepared the proposed Network Infrastructure for priority Courts that will implement the e-Court approved by the Management Information System Office (MISO) of the Supreme Court
• Participated in the conduct of Technical Evaluation of the different Bid Proposal submitted
• Co-managed the development of the e-Court System for Trial Courts
• Co-managed the implementation of the e-Court System for Trial Courts in priority courts particularly Quezon City Hall of Justice, Angeles City Hall of Justice and Lapu-Lapu City Hall of Justice
• Project Managed the installation of the network infrastructure at Quezon City Hall of Justice, Angeles City Hall of Justice and Lapu-Lapu City Hall of Justice by conceptualizing, planning, budgeting, evaluating vendors ‘proposal, implementation and monitoring of the project.
• Co-managed the launching of the e-Court System at Quezon City Hall of Justice attended by the Supreme Court Chief Justice and other Justices by participating in the conceptualization, planning, coordinating, budgeting and implementation of the Project.
• Co-manage the development and implementation of the Small Claims Cases Monitoring System for Municipal Trial Courts by participating in the conceptualization, planning, budgeting, evaluation of vendors proposal, managing the contract of the vendor, implementation and monitoring of the project.
• Co-managed the development and implementation of the e-Court System for appellate courts (Court of Appeals, Court of Tax Appeal and Sandiganbayan) by participating in the conceptualization, planning, budgeting, evaluation of vendors proposal, managing the contract of the vendor, implementation and monitoring of the project.
• Performs Quality Assurance to the above-mentioned system by coming up with Quality Assurance Procedure and Criteria and performing final checking of Quality before deployment ot concern organization.
• Duties and Functions :
• Reports directly to Country Director on all technical program activities involving the court automation system components of ABA ROLI’s judicial reform portfolio
• Oversees all IT-related activities and operations from planning to administration of the budget, sub-contractors and physical facilities of the Manila office and its projects

• Share expertise with representatives from DA Regional Offices, Central Office and Attached Agencies during the Consultative meetings
• Contribute to the formulation of the Integrated DA Information Systems Strategic Plan (ISSP) 2009-2011, particularly in the area of systems, information, communication and technology;
• Participate in the writing of the Integrated DA-ISSP document
• Participate in presentation and top level meetings with client

• Responsible for establishing and maintaining the project’s IT and computer network system
• Responsible, in collaboration with the project administrator, for ensuring proper USAID regulations are followed in the procurement of the commodities such as software and equipment
• Responsible for the administering the email system of the project

• Responsible for the general administration, coordination of the network with the DAI IS office in Bethesda, Maryland, USA
• Responsible for the development and implementation of a life-of-project plan for the growth of the system, computer set-up, preventive maintenance, and training
• Constantly planning ahead to avert and actively manage possible problems that might cause work stoppage and network failure

• Major Accomplishments:
• Member, Information Systems Strategic Plan development including development of Information System Plan per year
• Responsible for developing the Database Architecture of the Department of Agriculture
• Responsible for developing the blue print of the Department’s nationwide area network as well as its implementation, its access to the internet as well as development and putting on-line the Department’s web site
• Responsible for doing research on new and latest software and technology to know where it can be use in the Department of Agriculture in the performance of its functions
• Appointed member of several technical evaluation committee in the procurement of several Information Technology equipment
• Appointed Head of the Information Technology Infrastructure Development and Management Unit
• Initiates, manages and monitors projects
• Perform consultant works for computer related problems not only in the central office but also to the regional field offices, bureaus and attached agencies
• Administer and manages confidential databases