A global financial
services client needed to migrate their Installment Loan account portfolio from
an aging legacy system with significant in-house modifications to a modern,
industry leading platform. This effort involved
replacing the core processing system of record, adding and modifying the
interfaces to over 90 supporting systems, creating a new front-end for customer
service representatives and performing an organizational realignment to support
modified business operations. The client
did not have business processes or requirements captured to direct or manage
the program.
Solution:
CapTech provided a team of consultants with financial
services backgrounds to perform business process re-engineering, business
requirements definition and system requirements documentation.
Partnered with the client, CapTech delivered the
following services to manage and maintain the scope of the program:
Defined and managed a Requirements
Management Plan that controlled the
overall requirements activities.
Created and maintained a set of Current
and Future State business processes describing how the business and technical
operations would be changed based on the new platform.
Developed and maintained a set of
Business Requirements defining the scope of the program.
Gathered and documented detailed System
Requirements in Use Case format.
Performed requirements traceability and
ongoing maintenance in Requisite Pro.
Provided executive level management
reports describing the status of requirements for the program.
Tools:
Microsoft Word
Rational Requisite Pro
Microsoft Visio
Results:
An exhaustive
set of business requirements, process documentation and system requirements
defined precisely the scope of the program and provided specific direction to
designer and developer teams for implementation.