Unit trust workflow system

Background

Objective was to replace a legacy Unit Trust workflow system. Team had been struggling to make headway, and there just appeared to be no end in sight. 

Problem

  • Key stakeholders involved in implementation of legacy system
  • Strong opinions about exactly how new system should be implemented
  • Not able to agree and move forward with implementation

Solution

  • Team leader substitution
  • Extremely detailed requirements analysis
  • Painstaking walkthrough to achieve consensus
  • Strong change management

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