About the Project:
As technology becomes outdated how can a business continue to meet changing client and regulatory requirements while reducing technical risk and maintaining profit margins? “E-forms” is the term used by my internal client for an authoring process that builds thousands of multi-layer electronic forms. The software used to author E-forms was designed in the 1980’s and officially sunset by the producing company in the early 2000’s. Despite that, the ~$40M business line still leveraged the outdated software for all its content authoring. New requirements coupled with changing technology infrastructure were creating costly workarounds and theatining the businesses viability.
Challenge:
Identify a technology solution to address the E-forms legacy tool issue, meet new authoring requirements, improve business efficiency, limit negative impact to clients, and sell the business case to a leadership team that has passed over similar proposals for the last ten years.
My Role:
As the engagement lead, I was responsible for quickly understanding the technical process and business requirements, identifying solution options, gaining organizational consensus on the way forward, and building a viable business case and pitching it to leadership for funding. I conducted site visits, user interviews, requirements gathering and designed and facilitated a series of design-thinking workshops to generate an innovative solution that was also technological and financially feasible solution. Throughout the process I developed requirements documents, financial models, fact packs, process diagrams, team talking points, communication strategies and visualizations to bring the ideas to life for the working teams and leadership.
The mandate to reduce technology risk in order to protect and defend current revenue presented an opportunity to further standardize the business by bringing together disparate technology driven processes, and improving workflow orchestration.