CASE STUDY Commercial Banking


A large U.S. Southern Region Commercial Bank

The Opportunity

“Help! We need to replace our commercial lending platform that is being sunset by the vendor. We also really want to achieve Straight Through Commercial Loan Processing during this project.”

Our Role

  • Helped business sponsor jump start commercial loans replacement initiative
  • Led requirements gathering exercise and gap analysis
  • Researched vendor community and identified viable vendor alternatives
  • Led process reengineering efforts in advance of software implementation so that the bank automated good processes, not poor manual processes

Key Activities

  • We evaluated the banks current systems and documented key functional gaps
  • We documented the banks future state direction to identify tactical improvements and strategic alternatives
  • We focused the team on NextGen People, Process & technology improvements to create an executable plan
  • Created successful phased implementation model

Bottom Line

  • “This was the most successful commercial project we have had”
  • “We really loved the measurable approach – we could quantify the benefits as we deployed each phase”