The challenge
The lender's on-premises LOS migration affected the surrounding origination environment, user workflows and business readiness across 12 workstreams.
The approach
Integrated scope
Coordinated 12 workstreams across the LOS and the surrounding origination environment, managing dependencies that linked LOS, POS, pipeline and servicing interfaces.
Platform transition
Led the on-premises-to-cloud LOS program for more than 2,200 users, covering application transition and integration of the surrounding origination capabilities.
Testing and security
Brought security, UAT and QA into the cross-workstream delivery structure, addressing workflow coverage, test exceptions and business acceptance responsibilities.
Business readiness
Integrated change management, training and daily C-suite steering into delivery so training, support preparation and executive decisions were complete before transition.
Delivered outcome
Migrated the loan-origination environment to the cloud.
Business value
Delivered the cloud platform transition across the stated user population, with the POS portal, pipeline workflows and servicing integrations included in the program rather than left as disconnected dependencies.
Delivery scope
2,200+ users in the migration scope.