Financial Services

The PAth Program was initiated to enhance the effectiveness of client administrative processes by achieving efficiency gains through increased automation. As the Transformation Lead, Cheryl guided this Business Process Improvement Project, which involved deploying a Business Process Management Suite (BPMS) solution. She developed strategic outcomes, established program governance, crafted an adoption and change management strategy, designed the conceptual business architecture, and created the project charter and timeline to ensure the successful implementation of the PAth Program.

Central 1 Credit Union realized that clients and businesses have different objectives when it comes to sharing and protecting personal information. Past approaches to privacy have either focused on enabling business interests, or on enforcing business policies on privacy. Whereas the privacy advocates’ sole focus is on the clients need for mechanisms to gain more control over their personal information to ensure its accuracy and, audit for themselves how businesses are using the information. As a result, Mejora provided a required Privacy Program Framework which would establish a balance between these interests as well as ensure compliance with the ten basic privacy principles of the CSA Model Code.