Case Study: Requirements Discovery and Management Services

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Case Study: IAG Requirements Discovery & Management Services in Financial Services Complex Trading System Upgrade for one of the Largest North American Financial Institutions IAG Consulting was brought in by the IT project management organization at one of North America’s largest

financial institutions. They realized that business requirements for a critical system upgrade were not coming together efficiently, or defined to the level needed in order to implement the changes. On the other hand, the participants carried a resistance associated with months of prior work being set aside in the interests of a more complete analysis. IAG’s teams were brought into this heated political environment with only 24 hours to prove their approach to somewhat hostile stakeholders.

Over the course of 10 days IAG was able to efficiently bring dozens of participants together from across nine key operating areas of the company. The team quickly realized the value of IAG’s approach and cleared schedules to participate in the sessions. At the end of these sessions, IAG and the client worked to summarize the immense detail of the project into a series of simple pictures which illustrated the key system impacts and process interactions . Based on these impactful diagrams, IAG’s detailed supporting documentation, and the high quality process used to drive the requirements, the client team was able to reach consensus and approve the documentation of requirements at the end of the session in under 30 minutes.

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