All case studies
Portfolio project
E-Banking Loan Application Process Redesign
- Role
- Business Analyst
- Period
- Business Analysis portfolio work
- Status
- Portfolio project: concept and requirements package
The business problem
The loan application process I analysed was slow and difficult to follow for both applicants and the operations team handling the requests.
Objective
I set out to model the current process, define a future digital application experience and produce a requirements package a delivery team could act on.
Analysis
- Modelled the AS-IS loan application process end to end.
- Defined stakeholders, responsibilities and decision points using RACI.
- Identified the gaps between the current experience and the intended future state.
- Modelled the TO-BE process and derived requirements from it.
Requirements work
- Wrote user stories against the future-state process.
- Defined acceptance criteria for each story.
- Supported prototype development to test the proposed flow.
Outcome
I produced a structured future-state concept and requirements package. This is a portfolio project: it was not deployed to a production environment and I claim no business results.
Business value
This project demonstrates my end-to-end process work, from current-state modelling through to testable acceptance criteria.
Working through a similar problem?
Tell me what is not working and I will tell you how I would approach the analysis.