One of the top national and international providers of banking and non-banking financial services and products.
Upon the successful acquisition of a financial\investment institution, our client sought to create a unified CRM application across its lines of business. Sales associates and product partners across the business were accessing multiple applications for sales, performance and risk needs. These disparate systems resulted in the following challenges:
When the two lines of business were scheduled to on-board in the same calendar year, the client contacted Signature to help craft a solution to address their imminent resource contention issues, especially within their team of business analysts. The client required a solution to help kick-off the second on-boarding effort and assist with defining the business requirements and functional specifications for six project work streams.
Given Signature’s history of providing business analyst services to this client, Signature was engaged to identify and build a self-sufficient business analysis team to support the integration of the third line of business into the CRM application. Signature’s team integrated with and assisted the larger client team to quickly document all application requirements, complete a thorough gap analysis, and prepare functional specifications to support the software development and implementation. Leveraging client provided documents, materials, and training, the initial Signature team members developed an internal on-boarding process that allowed them to support the on-boarding activities for future team members, thus significantly reducing the workload on client resources:
Key Benefits Provided
Signature Consultants was able to provide a value-added service that could be customized to meet complex client requirements that were initially undefined. Signature provided a team of professionals who worked together to help get the project off the ground with minimal assistance from client resources. When it was time to engage the entire project team, the solutions consultants could actively participate and provided immediate assistance to move the project forward.
Working closely with our client, Signature successfully on-boarded its initial team. As new resources were added to the project, they were on-boarded almost exclusively by the current Signature team members.
Utilizing documentation created by the first two on-boarding projects, the Signature team identified and documented functionality gaps between the two implementations. This information was utilized to create initial business requirement documents for on-boarding the third line of business.
The early delivery of all business analysis artifacts helped the project to move smoothly to the development and implementation phases, while minimizing the impact on the business community.
Due to their deep knowledge and experience on the CRM application, members of the Signature team were able to pitch-in and help with testing and other activities as needed, related to on-boarding the second line of business.
Our client met its goal to kick-off the on-boarding process for its third line of business and established a solid foundation for moving the project forward.