Centralized Fulfillment Project

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Project Description: System and process changes to the Branch and Call Center Customer Relationship Management (CRM) System to enable part of the consumer lending process to be managed by the central fulfillment area.

Application Description: Branch and Call Center Customer Relationship Management (CRM) System, Centralized Fulfillment System

Project Role: Business Analyst/Systems Analyst

Expanded Role Description:
• Identified and documented project risks, issues, assumptions, and decisions.
• Identified and documented the business and technical requirements.
• Produced requirements documentation using standardized requirements tools.
• Facilitated meetings to gather and review business and technical requirements and project estimates.
• Participated in analysis and high-level design in order to ensure that the design supported the business and technical requirements.
• Provided knowledge transfer and coaching to development resources.
• Consulted and assisted with the development of system software.
• Supported unit testing and integration testing of the system software.
• Supported implementation of system software into production.

Experience: Business Analysis using standardized requirements management tools

Technologies: Rational RequisitePro, Rational Rose/XDE/RSM, Rational ClearQuest, BizTalk

Industry: Banking