Project 01
Weeks 1-5 · Sessions S1-S10
Banking
First Horizon Bank: CRM transformation
End-to-end BA Lifecycle (Waterfall)
Senior BA driving First Horizon's digital transformation: problem framing, financial analysis, vendor selection, business case, stakeholder alignment, requirements, solution design, and UAT planning
Deliverables
- D1 Problem Statement: senior framing with hypothesis & success metrics
- D2 Financial Analysis Worksheet: NPV / IRR / Payback / TCO with sensitivity
- D3 Weighted Vendor Evaluation Matrix (5 candidate vendors scored)
- D4 Business Case + D5 Executive Presentation (5-slide board deck)
- D6 Stakeholder Matrix (power × interest × influence)
- D7 Project Charter with governance + gap analysis appendix
- D8 Interview Notes (from live elicitation) + D9 BRD with embedded RTM
- D10 Solution Design Package (BPMN + integrations + data model)
- D11 Change Management Plan (ADKAR) + D12 UAT Plan with test scenarios
The hard parts
- Frame a problem statement a CFO would fund, rather than a list of requirements
- Defend NPV/IRR/TCO numbers under CFO questioning
- Win a live executive presentation + stakeholder panel in Week 3
- Run 7 elicitation techniques and author a BRD with a full RTM
- Design a solution (BPMN + integrations + data) and hand off a working UAT plan
SkillsSenior problem framing with measurable success criteria · BA-grade financial analysis (NPV, IRR, Payback, TCO) · Weighted decision frameworks for vendor / option evaluation · Executive storytelling and 5-slide board decks · Requirements engineering end-to-end (elicitation → BRD → RTM → solution design) · ADKAR change management + UAT planning