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Training Session Session Supporting documents

No.
1 Who is Dealogic and what do we do?
Description of pillars / segments (origination, distribution,
consumption)
Description of the DealAxis / Distribution pillar
ECM & staff - Who does what (Dev team, Product team,
Architecture team, Relationship, QA, TAMs, Diagnotics
engineers).

2 Roadmap
Explain on-going projects :
Fortify
Order sharing
TACO
Who in the team is working on what.

3 Expections of a PCO, role description and individual goals.


All PCOs at Dealogic

4 What is a deal? Why are there deals? Relationships


between banks and investors and Issuers
Deal Life Cycle, the different actors and where DealAxis
fits in the picture (ECM and other pillars)

5 Tools: TFS, Sharepoint, CLIK, Self service, DASH


Architecture page in Sharepoint.
6 Backlog Management: slicing, user stories, acceptance
criteria, prioritisation meetings
7 Show TFS board
Explain Definition of Dones
Fwd agile meetings – explain each:
- Planning
- Standups
- Retrospectives
- Show and Tells
Explain QA walktrough (In progress – Ready to Deploy),
Requirement walktrough (Design – Ready to
Development)
Automated testing

8 NFRs
9 DealAxis introduction: QA environments, DealAxis
navigation, DealAxis pages in high level
10 How to create a user
11 How to create a deal.
Pot Book basics
Session: create a Share deal and explain
TM Release
EM / DM interaction
Understand user personas : Syndicate User and Trader

12 TicketManager
13 Technical Overview with TA / Senior Dev
Technologies used (MS SQL, Sybase, IIS)
Webserver, DB server
Services
Widgets

14 DealManager ECM / TicketManager ECM and TM Release


– High Level
15 ClientManager and TACO
16 Pot Book basics and database back end.
Show DB Modeller generated DB description
17 Presentation of the project currently running at the team

18 Go through the team's current backlog

19 UX : UX team, Design Lab. Collaborate


20 Pot Book: Max Demand, Effective Demand, Bid Types, how
to enter an order with various factors and instruments
and calculation logic. Demand Parameters. (SHARE deals)

21 Pot Book: UIE concept, Investor Profiles and de-duping

22 Compliance concept: Questionnaire, Pot Book, QIBLink

23 ManagerLinking / branches / de duping


Concept of order sharing and try on system
24 Coverage
25 Software Release Process (Dealogic release and client
adoption)
26 Introduction to the concept of Branches
27 Different types of deals and how they differ and
convertible deals (CONV) + awareness of Delta Hedge

28 Pot Book: Max Demand, Effective Demand, Bid Types, how


to enter an order with various factors and instruments
and calculation logic. Demand Parameters. (CONV deals)

29 CONVP and CONVF deals


30 EventManager demo and interaction with DealManager
ECM
31 IssuerPulse demo and interaction with DealManager ECM

32 Requirement specification and master specification


33 Q&A session
34 Deal Simulation (role play)
35 Showing Yammer,
TFS Home page for Team Shield,
WIKI,
QA environments

36 Explaining Deal Search / Deal Archive / Restore ( possibly


this will be covered ont he planning as well – so we will
see)

37 o Showing around office


o introduce to team

38 o Recognize App
o Skype, Outlook usage (presentation, meeting
allocation, ect..)
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