Beacon Residential Investor Portal
Great Gulf
- appfolio
- Juniper Square
- Microsoft Dynamics
Business analysis, solution architecture
LittleBox led the official discovery phase for Beacon: defining project requirements and creating a strategic technical roadmap. By conducting a detailed market analysis and vendor evaluation, LittleBox provided Beacon with the clarity and confidence to select the right solution for their needs. The result was a de-risked project with a solid, actionable plan for success.
Challenge
Beacon’s goal was to build a retail client customer portal for long tail retail investment. The project vision was large and ambitious, but initially lacked a clear execution blueprint. Project thought leaders faced significant questions regarding business requirements, technical feasibility, as well as defining an ideal market solution to justify investment. Littlebox filled the role of strategic partner in leading this discovery phase by providing a clear, business analysis and actionable roadmap.
Solution
LittleBox was brought in to lead a rigorous, high pressure discovery phase to define project scope and minimize execution risk. Our team executed a multi-faceted approach, combining deep business analysis, technical solutioning, and a thorough market review.
Business & requirements analysis
We conducted extensive stakeholder interviews, documented functional requirements, created user personas, and formally mapped out key business processes in BPMN. This process delivered a clear requirements grid and a prioritized backlog of features in a familiar enterprise-ready format.
Technical strategy & architecture
We performed a high-level technical review of Beacon’s existing systems, documenting information flow and potential integration points. This culminated in a high-level solution architecture and a long-term technical roadmap, ensuring any chosen solution would be scalable and aligned with the client’s infrastructure.
Vendor selection & recommendation
We researched the market to create a shortlist of potential vendors. Through detailed interviews and platform demonstrations, we conducted a rigorous, points-based evaluation to assess each vendor’s capabilities, and how well each vendor satisfied our authored user stories. This process culminated in a final vendor recommendation, complete with solution guidelines, cost analysis as well as a medium and long term implementation plan.
Results
By delivering a structured discovery phase, LittleBox provided Beacon with the clarity and confidence to move forward.
- A validated and documented project scope, therefore eliminating uncertainty and reducing the risk of project failure.
- A comprehensive technical roadmap, aligning business needs with a viable technical strategy.
- An objective, data-driven vendor recommendation, empowering the client to make a strategic choice from existing market suppliers with a clear understanding of costs and capabilities.