Regional Bank: Software Implementation
Challenge
Company migration to new loan origination software platform.
Services
Product Design, Content Management, System Analysis, Requirements Gathering
Outcome
Successful migration from legacy system to new software platform.
Organizational Overview
Work performed for a local bank, offering a variety of banking and lending options to its customers. To support loan origination functions, an enterprise software system is used by sales and operational staff.
The Problem
The organization made the decision to migrate from a legacy on-premise loan origination system to a new cloud-based loan origination system with a new software vendor. Due to the vast differences of the two systems, the new system required different upfront configuration during implementation.
The Solution
I was tasked with meeting with the vendor's implementation consultant to conduct organizational research tasks, configure the system to the organization's needs and update content that will display for each system user role.
Conclusion
The new system rolled out on the expected timeline without delay. Employee feedback on the design of the system configuration was generally positive. Loan operations were unimpacted by the migration, allowing the company to reap the benefits of increased efficiencies by having a system accessible by web browser for its staff.
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