INDUSTRY: BANKING AND INVESTMENT SERVICES

Objective: Clarify Requirements Process

Business leaders sought rapid IT innovation, but struggled to convey clear and measurable solution requirements to their IT counterparts.

Solution: Discover Opportunities for Improvement

Operari consultation defined, modeled and analyzed the client’s current process for defining business requirements and found business leaders in the organization needed a greater understanding of effective process development. Operari developed a customized training program that transformed bank executives into business process designers.

1. Bank executives attended one week of the customized training, led by Operari analysts.
2. Operari provided oversight and onsite feedback as the executives applied the training to short, project-specific assignments.
3. A second one-week course matched the project assignments to development processes.
4. Bank leadership began applying new, improved approaches to process development.