Overview
In a critical engagement with AmeriPro Mortgage, our consultancy was at the forefront of overseeing an upgrade of their Loan Origination System (LOS). Our leadership spanned program management, project management, and change management domains. Recognizing the intricacies and significance of mortgage operations, our primary goal was to ensure a seamless and compliant system migration.
Areas of Strategic Focus
Project Management: Central to our mandate was the adept management of the entire LOS upgrade project, ensuring it remained on schedule, within scope, and achieved the desired outcomes.
As-Is / To-Be Process Mapping: A foundational step in our approach was to thoroughly map out the existing processes within the LOS and subsequently delineate the envisioned future state post-migration. This ensured clarity and guided our migration strategy.
ADKAR Change Management: Acknowledging the complexities inherent in any system migration, we employed the ADKAR Change Management methodology. This ensured that not only were the technical aspects of the migration addressed but also the human elements, fostering acceptance and smooth adaptation to the new LOS environment.
Challenge
System migrations, especially for pivotal systems like the LOS in the mortgage industry, can be fraught with challenges. From data integrity to process continuity, and user adaptation, the task was to ensure that AmeriPro Mortgage experienced a disruption-free and value-driven migration.
Strategic Approach
Our methodology was comprehensive. By meticulously charting out both the current and desired states of the LOS, we crafted a blueprint for the migration. Coupled with robust project management and the strategic application of the ADKAR Change Management model, we ensured a holistic approach to the migration.
Impact & Outcome
The fruits of our collaboration with AmeriPro Mortgage were clearly manifested in the successful completion of the LOS migration. Moreover, AmeriPro Mortgage is now compliant with industry standards, underscoring the efficacy of the migration and our engagement’s value.
