Watch Part 9 of our Accessible AI Talks, where we discuss how generative AI is transforming software development in 2024. In our last episode, Brian Woodring and I gave you an inside look at Phoenix Burst. Now we’re joined alongside two special guests, John Comiskey and Lindsay Bennett. John, instrumental in Burst’s technical innovations, and Lindsay, an expert product leader and requirements engineer, will put our latest generative AI tech to the test in what we call the “Lindsay Bennett test”. We’ll see if Phoenix Burst’s AI-generated requirements can match or exceed Lindsay’s standards.
What’s in it for you?
1️⃣ Understand how AI and generative AI are transforming traditional software development processes.
2️⃣ Explore real examples of how AI, specifically Phoenix Burst, is applied to create software requirements and artifacts from complex regulatory documents.
3️⃣ Watch Lindsay assess, drill down, and give real-time feedback of the requirements generated through Phoenix Burst.
4️⃣ Gain insights on the practical implications and overwhelming potential that exists by integrating AI into software development workflows.
https://phoenixoutcomes.com/wp-content/uploads/sites/3/2024/07/interview9.png8441500PhoenixTeamhttps://phoenixoutcomes.com/wp-content/uploads/sites/3/2021/04/Logo.pngPhoenixTeam2024-07-19 00:07:342024-07-19 00:07:56Accessible AI Talks | Episode 9 | The Lindsay Bennett Test: A Live Assessment of Phoenix Burst with a Product Leader
AI is largely a ten percent job, ten percent of the time, for ten percent of your team. Mortgage business leaders continue to need to keep their focus on operations, compliance, and customer success. Technology leaders have their hands full maintaining a hybrid ecosystem of core heritage solutions and more modern point solutions. They must also keep up with the crushing pace of change, constant drumbeat of integration challenges, and the latest security threats.
We believe every company in the industry needs a practical approach to artificial intelligence that can be implemented quickly and safely. Much has been written about the lack of modern technology in mortgage, and we see the mass commercial availability of AI and generative AI as an opportunity to leapfrog this prevailing paradigm. We believe companies who seize the opportunities in AI will be the ones that gain a critical edge over everyone else. Enter practical mortgage AI from PhoenixTeam.
We partner with clients to define a three-horizon strategy for AI, and to identify and enable a use case-based approach that can be implemented now. Our AI services team works with clients on two parallel paths – the first is to define and document the enterprise AI strategy, the second is to identify a use case and prepare the organization to deliver it. With a little bit of focus, this can all be done in two to four weeks.
There is no shortage of use cases across mortgage that are great candidates for AI, and we provide a starter set of 36 for you to consider. Not all of these are great candidates for the immediate term, but thinking on a three-horizon strategy helps to mobilize our teams to both innovate now (safely!) and also be ready for what comes next. Share your thoughts with our team and let us know how we can help you empower your organization, drive internal efficiencies, and better serve your customers with a practical, actionable AI strategy.
https://phoenixoutcomes.com/wp-content/uploads/sites/3/2024/07/ai-practical-article.png10801920PhoenixTeamhttps://phoenixoutcomes.com/wp-content/uploads/sites/3/2021/04/Logo.pngPhoenixTeam2024-07-18 21:10:042024-07-18 21:10:04A Practical Approach to AI in Mortgage
In our last episode, Tela Mathias and Brian Woodring explored the early stages of launching a generative AI product. Now, we’re showing you the tech behind it and giving you an inside look at Phoenix Burst in action.
What you’ll learn:
1️⃣ The process of prototyping with generative AI – quick wins and key learnings.
2️⃣ How we tackled technical challenges like context creation and content curation.
3️⃣ A live demo of Phoenix Burst: See how we generate user stories, acceptance criteria, and more!
4️⃣ Insights from our journey: Hear from our team who went from zero AI experience to building this groundbreaking tool.
Don’t miss out on this inside look at the future of software development! Whether you’re in tech, AI, or just curious about the latest innovations, this episode is for you.
https://phoenixoutcomes.com/wp-content/uploads/sites/3/2024/07/interview8.png16883000PhoenixTeamhttps://phoenixoutcomes.com/wp-content/uploads/sites/3/2021/04/Logo.pngPhoenixTeam2024-07-11 17:31:122024-07-11 17:31:12Accessible AI Talks | Episode 8 | Inside Phoenix Burst: Transforming Software Development with AI
Tune in for a new episode of our Accessible AI Talks series, where we explore the power of AI in software development. In part 7, Tela Mathias, Chief Value Engineer and Managing Partner, is joined by tech visionary Brian Woodring discuss the learnings and challenges of forming an AI team, setting goals, and the transition to production.
🔍 Understand the basics of Phoenix Burst, its purpose, and how it can help you maximize value and minimize waste in your software development process.
🤔 Hear what lessons we learned when integrating generative AI into software development.
💡 Learn how to build and manage an effective team for an AI-driven project.
Whether you’re a tech enthusiast, a software developer, or simply curious about the future of AI in the tech industry, this episode will be packed with valuable insights and practical takeaways.
https://phoenixoutcomes.com/wp-content/uploads/sites/3/2024/07/interview7.png16883000PhoenixTeamhttps://phoenixoutcomes.com/wp-content/uploads/sites/3/2021/04/Logo.pngPhoenixTeam2024-07-10 01:42:452024-07-10 01:43:01Accessible AI Talks | Episode 7 | Leading a Gen AI Team to Production
I’ve been doing a lot of feedback sessions for Phoenix Burst (www.phoenixburst.ai), which is a passion product for me. To date, we’ve been really focused on moving left to right across the product development lifecycle – meaning from the “concept” end of “concept to cash”. We’ve wanted to really understand the limits of generative technology for analyzing, decomposing, and improving existing knowledge bases so that we could create the core artifacts of software development – requirements, user stories, acceptance criteria, test cases, and synthetic test data. Basically the “write requirements” and “test solution” part of Figure 1.
One of the prevailing feedback themes has been along the lines of:
“That’s nice and all, but what about when I need to make modifications to an existing system? So much of what we do is to improve or adapt systems we already have. When I look in my backlog, at least half the user stories have nothing to do with our goals, what are you doing about THAT?”
What a great question, and I am glad that so many of you have echoed that sentiment. Having been in the software business for 25 years, I’ve thought a lot about this problem, and have seen this problem in action many times. I have delivered some very valuable software – call it an 11 on a scale of one to ten. I have also delivered some software that was kind of meh – maybe a six of ten. And then there’s all the bad ideas and semi-built software that never made it to market for whatever reason.
I’ve had two great pivots in my product management philosophy. The first was when I attended a course taught by Marty Cagan in New York after his first book was published. The next was attending a large-scale scrum (LeSS) class taught by Gene Gendel. Marty’s class completely altered my thinking about how a product team should be organized and what the role of the product manager was. It taught me the true definition of minimum viable product (MVP) and opened my eyes to hypothesis testing. Honestly, it made me very depressed. I had been thinking about it all wrong for so far too much of my career. It took me about six months to really digest what it meant to me and my industry.
Gene’s class taught me that many of our delivery problems in software are organizational in nature, and, therefore, very difficult to solve. It also forced me to really understand and be able to take apart the systems we use to create software products, and to uncover the levers we can pull to improve outcomes. Also, very depressing since I do not control the budget or budget decisions for any of my customers. That makes it hard, almost impossible in fact, to address the organizational problems.
So that was a tough couple of years, but I digress. In any event, I’ve concluded that there is no one size fits all. For me, my business, and my customers, it’s more important that I meet them where they are and apply the best approach that has the best chance of creating better outcomes. Sometimes these are small gains and sometimes these are huge gains, but I am less depressed about the situation than I used to be.
So, what do all my customers have in common? They have goals. They also have systems they want to retire, replace, modernize, or otherwise improve. So, they all generally have goals and systems. And they also all want the same thing – they want their goals to be met by their system. Simple enough. Figure 2 shows what customers want.
Unfortunately, it can be devilishly difficult to know if our systems are meeting our goals. And it is even harder to prove that the goal was met. Also, as we’ve covered before, it takes too long and it’s too expensive. Generally, the process doesn’t look like Figure 2, it looks more like Figure 3, with myriad twists and turns, onramps and offramps. It gets very murky trying to get from my goal to my system. I’ll call this the murky middle.
Generally, there is not a direct line from goal to system and system back to goal, it gets lost in the murky middle. We do not know how much of our system is valuable. We do not know which parts are valuable and which parts are not. We are unable to easily quantify the potential impact of a change. We do not know which thing in our backlog will be the most valuable if we prioritize it.
The murky middle is the messy part of software development, it’s where those artifacts we’ve figured out how to generate in Phoenix Burst come into play. That got me thinking – if everyone has goals, and everyone has systems, what if we generate the requirements from the existing systems, generate the value propositions from the goals, and then see if they match up? That would allow us to determine if our systems are meeting our goals. By extension, it might allow us to determine the value of a change, we could probably even use this process to look at our backlog and find the most valuable things in it. How cool would that be? Cooler than cool. THAT would be a giant leap forward in our goal to make making software not suck. Or at the very least, it would tell us if the software we made sucked.
So that’s our next experiment. I hope you’ll get in touch if any of this resonates, and I’ll let you know what we figure out.
https://phoenixoutcomes.com/wp-content/uploads/sites/3/2024/06/reflections.png10801920PhoenixTeamhttps://phoenixoutcomes.com/wp-content/uploads/sites/3/2021/04/Logo.pngPhoenixTeam2024-06-21 22:07:322024-06-21 22:07:32AI Reflections After Getting Lots of Feedback
With nearly 300 online and in-person attendees and representatives from over 100 companies, the MISMO Spring Summit 2024 was packed with insights on AI, MISMO Adoption, Uniform Appraisal Dataset (UAD), Mortgage Compliance Dataset (MCD), credit reporting, and much more. Let’s dive into our key takeaways from the event.
Adoption & Implementation
MISMO standards awareness and adoption was the common theme at this year’s Summit. Work groups brainstormed ideas to raise awareness and encourage engagement across all stakeholders in the mortgage industry.
For many in the industry, “MISMO” is often seen as a forum exclusively for tech professionals to discuss industry standards. While it is true that MISMO standards foster innovation in the mortgage ecosystem as it pertains to digitalization, interoperability, and data transfer, there is a strong need for business professionals, including senior and C-suite leaders, to understand how implementing MISMO standards can:
Streamline processes
Enhance productivity
Decrease application-to-closing timeframes
Reduce costs associated with errors and rework
Digitally communicate with industry partners and vendors
MISMO initiatives are designed to advance the mortgage industry from pre-application to post-closing. By fostering a deeper understanding and broader adoption among technical and business leaders, the work efforts of the many MISMO volunteers will set the stage for a more efficient, interconnected, and innovative future for the industry.
Artificial Intelligence is Here to Stay
MISMO Residential Governance approved a new Artificial Intelligence CoP. The CoP will monitor industry trends related to AI, identify AI standards that the MISMO CoP could produce, and create AI education materials. Keep an eye out for the Call for Participants to join the new CoP. Our team can’t wait to participate! Tela Gallagher Mathias, Brian Woodring, John Comiskey
Preparing for Implementation of the Uniform Appraisal Dataset (UAD)
MISMO is spinning up a new effort in the Property and Valuation CoP to develop a comprehensive dataset specification that will facilitate the procurement of valuation services without the reliance of form numbers. This work effort will provide the industry with a common framework to exchange transactional order information using the new terminology and requirements being introduced in 2025 as a part of the Fannie Mae and Freddie Mac Uniform Mortgage Data Program (UMDP) Uniform Appraisal Dataset (UAD).
Mortgage Compliance Dataset (MCD)
The “Standardizing State Examination Data with the Mortgage Compliance Dataset” panel highlighted how lenders, compliance vendors, and regulators can leverage the MCD to improve the examination experience, increase vendor portability, and reduce LOS interface maintenance costs by developing a standardized dataset. The MCD is wrapping up its 60-day public comment period and is designed for:
State and federal mortgage regulators (and their compliance vendors) to perform automated compliance testing on closed loans that can be utilized across LOS platforms and doc vendors.
Mortgage lenders (and their LOS and compliance vendors) to perform compliance testing pre-closing and post-closing.
Other parties interested in post-closing origination compliance testing prior to whole loan purchases and securitizations.
The Credit Reporting CoP continues to develop guidance to support the industry’s implementation of the FHFA / GSE credit report changes. The CoP also hosted two educational sessions led by Jamie Norris, from Experian, that covered:
The Benefits of Consumer-Permissioned Data: Empowering Credit Profiles and Scores
Open Banking:Harnessing Alternative Cash Flow Data for Mortgage Consideration
FHFA is hosting a stakeholder forum on Tuesday, June 25th at 3:00 pm ET, focused on preparing for the publication of the VantageScore 4.0 historical credit scores on July 10th. You can find more information including registration information on the Fannie Mae and Freddie Mac sites.
The MISMO Spring Summit underscored the pivotal role that MISMO standards play in advancing the mortgage industry. By bridging the gap between technology and business leadership and by embracing new initiatives such as AI and the Mortgage Compliance Dataset, the industry can achieve greater efficiency and innovation. Continued collaboration and education among industry stakeholders is essential to realizing the full potential of these standards, ensuring a more streamlined and effective mortgage ecosystem for all.
Follow PhoenixTeam on LinkedIn for the latest news and updates.
https://phoenixoutcomes.com/wp-content/uploads/sites/3/2024/06/mismo-sping-takeaways.jpg10801920PhoenixTeamhttps://phoenixoutcomes.com/wp-content/uploads/sites/3/2021/04/Logo.pngPhoenixTeam2024-06-18 04:00:592024-06-18 04:01:48MISMO Spring Summit 2024: Key Insights and Takeaways
Many of you who know me have heard me describe my mission – freeing the American people from the bondage of joyless mortgage technology. For many years, this has been my easy and immediate answer to the question of what I do and why I do it. There is entirely too little joy out there in the software world, and there are entirely too few days on the planet. I’ve had a lot of loss in life, as we all have, and as I age, it becomes that much more important to spend my days with people I love doing things I feel passionate about.
Much of the dominant mortgage technology out there is . . . of a much older vintage than the modern technology products that get so much attention from the product legends of our time. Servicing operators are among the most innovative users out there, simply because they have had to fashion a staggering number of workarounds required to serve customers and implement the mountain of compliance requirements inherent in the heavily regulated field of mortgage. The technology debt created by this fragile and complex ecosystem is felt most painfully by the operators, otherwise known as “The Business”.
I love my work. I love my clients, my teams, my partners. I love the problems I face every day with my customers. There is certainly no shortage of opportunity to fix things and make them better for users. That continues to be my focus. However, with the mass availability of generative artificial intelligence (genAI), I now also spend a small fraction of my time on my new passion project – putting joy and purpose back in software development with genAI based approaches.
As we’ve discussed before, this is both existential to my business and professionally fulfilling. I’ve had a lot of fun working with our small but mighty AI team on a product we are incubating at PhoenixTeam. Phoenix Burst started its life with a very practical problem: How can we rapidly plow through the massive body of regulatory requirements in mortgage, parse out the requirements, and automatically generate software requirements? Being in the mortgage technology business, this is a problem we face daily, across a diverse commercial and federal customer base. We have more than 100 people who tackle this challenge every day, so it seemed like a useful place to start. Enter Phoenix Burst.
We had many twists and turns along the way while testing our idea. None of our team members really had any experience developing around generative AI technologies, so we had a steep learning curve. We learned the fundamentals and managed to graduate from AI elementary school. We think we’ve stumbled onto something cool and, much more importantly, useful. We got some feedback along the way, although not nearly as much as we need, so we are planning to roll out the concept within the company. We have a captive audience of Phoenicians who need help, and we hope to get massive amounts of feedback and ideas from them.
One of the great things about what we are doing with genAI is that if we get it right, it will certainly work in mortgage for our persevering servicing operators, but our hypothesis is that it will also work in any domain space where people are trying to cut time to value in software development. And let’s face it, that’s pretty much every domain space. We are hoping to empower product development teams everywhere to make more valuable software faster.
So, what is next for us? We are thrilled to showcase the development version of Phoenix Burst at the Mortgage Industry Standards Maintenance Organization (MISMO) AI Summit in San Francisco this coming Monday, June 3, 2024. Not only are we “bursting” with excitement to demo our MVP, but we are more excited for the feedback and ideas Burst will invite. From there, we will roll out a beta product to a small internal user group followed by a generally available (GA) release to all of PhoenixTeam, and our early adopter launch later this year. I hope to see you at the Summit, in person or virtually. Come find me, I will have stickers and post-it notes for you!
https://phoenixoutcomes.com/wp-content/uploads/sites/3/2024/06/free-american-technology.png10801920PhoenixTeamhttps://phoenixoutcomes.com/wp-content/uploads/sites/3/2021/04/Logo.pngPhoenixTeam2024-06-03 17:47:052024-06-03 17:47:05Freeing the American People from the Bondage of Joyless Mortgage Technology
Tune in for another episode of our Accessible AI Talks series, where we explore the power of AI in software development. In part 6, Tela Mathias, Chief Value Engineer and Managing Partner, is joined by tech visionary Brian Woodring for an in-depth discussion on solution design.
In this episode, we:
🔍 Explore the critical role of solution architecture in delivering scalable, high-quality software.
🤔 Analyze the current capabilities and limitations of generative AI in architecture design.
💡 Share real-world experiments and insights on how AI can revolutionize the architecture process.
Whether you’re a tech enthusiast, a software developer, or simply curious about the future of AI in the tech industry, this episode will be packed with valuable insights and practical takeaways. Make sure to hit that “attend” button or follow PhoenixTeam to stay updated! And make sure to tune in for our next talk where we’ll discuss gains across the software development lifecycle.
https://phoenixoutcomes.com/wp-content/uploads/sites/3/2024/05/interview6-veed.png16883000PhoenixTeamhttps://phoenixoutcomes.com/wp-content/uploads/sites/3/2021/04/Logo.pngPhoenixTeam2024-05-25 00:02:062024-05-25 00:02:06Accessible AI Talks | Part 6 | The Role of AI in Solution Design
We’re excited to bring you Part 5 of our Accessible AI series, featuring our very own Teela Mathias and the brilliant Brian Woodring. This episode dives deep into the fascinating world of product design and how AI, especially generative AI, is poised to revolutionize the field.
In this episode, Tela and Brian explore the challenges and triumphs of integrating AI into product design. They share real-world experiments, like the fun yet insightful “peanut butter and jelly sandwich storyboard,” and discuss how AI can streamline design processes that traditionally take weeks, now accomplished in minutes.
Discover how AI can help create consistent personas, generate compelling storyboards, and even assist in high-fidelity design mockups. While the technology isn’t perfect yet, the potential is incredible, and we’re on the cusp of some game-changing advancements.
Tune in now to learn how AI can enhance your design process and keep your projects ahead of the curve!
https://phoenixoutcomes.com/wp-content/uploads/sites/3/2024/05/interview5.png16883000PhoenixTeamhttps://phoenixoutcomes.com/wp-content/uploads/sites/3/2021/04/Logo.pngPhoenixTeam2024-05-22 17:51:052024-05-22 17:51:05Accessible AI Talks | Part 5 | The Problem of Product Design
Just dropped Part 4 of our Accessible AI Talks series. Tela and Brian continue the conversation and dive into the nitty-gritty of requirements in product development.
They’re breaking it down for you, sharing insights from their diverse backgrounds. Brian, with his software engineering expertise, sheds light on the misconception of over-specifying requirements. Let’s face it, we don’t need to micromanage button placements! Tackling the essentials is key to effective communication and shared vision among teams.
We’re envisioning a future where diverse artifacts combine to paint the full picture. From user stories to AI-generated insights, the possibilities are endless!
And be sure to join us next time as we tackle the problem of product design in our quest to make AI accessible for all.
Let us know what you think in the comments and thanks for tuning in!
https://phoenixoutcomes.com/wp-content/uploads/sites/3/2024/05/The-Problem-of-Requirements.png21463818PhoenixTeamhttps://phoenixoutcomes.com/wp-content/uploads/sites/3/2021/04/Logo.pngPhoenixTeam2024-05-06 17:48:242024-05-06 17:49:28Accessible AI Talks | Part 4 | The Problem of Requirements
Becky is a leader of leaders and a trusted advisor who can connect with anyone on a human level. She has mentored some of Phoenix’s best talents and led several of its most complex government implementations. She has extensive mortgage knowledge and appreciation of Agency and Government mortgage financing programs and serves as Phoenix’s partner to MISMO. As a lifetime learner who regularly pursues certifications and industry knowledge, she is aCertified MISMO Standards Professional (CMSP®), Associated MISMO Standards Professional (AMSPTM), Certified SAFe Scrum Master (2022), Certified LeSS Practitioner, Certified SAFe 5.0 Agile Product Owner and Product Manager, and Certified SAFe 5.0 Practitioner.
We strive for maximum value for our customers by generating insights that improve business outcomes. Throughout the full product life cycle, we provide online analytical assessments of the current state of your data framework to better plan the next steps for your product or service. Our approach is four-fold. First, we aggregate the information and allow the data to direct us to the value patterns. Second, we clean the data, removing structural errors, filter irrelevant information, and validate to provide clean, concise data that can be catalogued. Next, we index and store the data and finally, we process the data to discover and deliver valuable data sets.
Prioritize and Refine.
When all is said and done, it is a clearly prioritized and buttoned up product backlog that brings the vision to life. Equally important is a Product Owner’s ability to lead and own priorities, leveraging positional authority and collaboration to gain alignment and empower development team members to deliver value quickly with quality. Our Product Owners lead with a vision and are respected by the organization as leaders of the product.
Design and Validate.
Nothing is more important than showing customers that you hear and understand their needs at the earliest possible point in the engagement. Our Product Designers embed themselves with the customer, building trust based on empathy and listening. This early relationship allows us to research, design, and validate design hypotheses and experiences quickly and efficiently. Working in collaboration with the product and technology teams, we keep the experience and the technological capabilities to achieve the experience at the forefront of everyone’s mind.
Vision and Value.
A clear and concise product vision is imperative to gaining alignment on the desired outcome. Whether we are supporting the definition of a net new product or enhancing an existing product, we develop a vision that aligns to the overall business or organizational goals and reflects the anticipated value. Our Product Managers are experts at communicating and gaining alignment on the vision, value, meaningful and measurable objectives and key results (OKRs), and hypotheses. We collaborate with product, business, and technology to discover and ideate on new opportunities to solve business problems and increase the user experience. The future state vision is summed up through value-driven roadmaps, reflecting the iterative chunks of value the business and customer can expect to receive.
Tela Mathias
Managing Partner, COO
No one out strategizes Tela. She has spent the last 23 years defining winning strategies in both the federal and private sectors, allowing nothing to stop her from leading those strategies to realization. Tela loves to create and is a SAFe 5.0 Certified PO/PM, LPM, APM, SPC and SSM, Pragmatic Certified PMC II, and Certified Net Promoter Associate.
Ideating on a solution to a problem, technical, architectural, data related or otherwise, is usually complicated – in fact, we hear this more often than not. We love solutioning the hardest problems and bring with us the collaborative mindset to conquer the process together. Our team has partnered with some of the largest companies in the financial services industry to discover better, simpler, and faster ways to achieve the desired outcome. We do this intentionally with a quality at the forefront of our minds. Our solution strategies include an early iteration of the test strategy and plan because we know that if you do not set the stage for quality early on, you will wish you had.
Developing with Quality.
From the first piece of code to the last, we develop it with built-in-quality and accuracy. Our team treasures collaboration and works with customers, business and product teams to build the right thing the first time. Completed features means the code is unit tested and tested end-to-end. We balance automation with manual testing to maximize the development of value and the sustainability of testing. We make sure the juice is worth the squeeze. Either way, we ensure that every defect is reported, logged and tracked in a ticketing system such as Azure DevOps Server or JIRA.
Delivering on Quality.
Deploying and releasing quality code is the key to delivering value. Our approach separates delivering and releasing software to effectuate timely launches. While code is tested end-to-end as it is developed, the real test is when a user gets his, her, their hands on it during user acceptance testing (UAT), or lifecycle testing. This is where test scenarios, test cases and quality automation comes into play. Once those test cases pass UAT, we ready it for release when the end user is ready to accept it.
Drive the Vision.
Our implementation leaders guide the collaboration and alignment on the implementation vision, success metrics and roadmaps between all stakeholders. Our leaders understand the ‘what’ and ‘why’ so clearly that they can artfully communicate the value and help end users embrace the idea of change sooner, rather than later.
Support the Execution.
Implementation success involves much more than tracking to a timeline. It involves helping people grow into better, more empowered team members, while making sure the teams stay focused on the right things and not in the churn of analysis paralysis. We leverage an implementation backlog and scrum to manage outcomes and activities during discovery, delivery and, risk, communications and expectation management.
Ensure the Transition.
Our delivery and adoption readiness and preparations starts at the beginning of the project or program and culminates when the end users are ready to receive the value. During this time, we manage change, assess and coordinate training resources, participants and needs, communicate the transformation roadmap, and remove impediments.
The People.
Our analytics team not only works for our clients, but with them. Our mission is to help our client’s find actionable data and create solutions that will drive value for each of them. We do this by building custom reports, providing analytics and interpreting results to provide a holistic view of the data. We are also ready, willing and able to support and guide our client’s to realize their data value throughout every step of the process.
The Technology.
Our goal is to provide data analytics that fulfills all unmet needs without the expensive price tag. We pride ourselves on being an industry leader in data analytics, equipped to support your outcomes at scale with a secure, cloud-based platform that requires no hardware maintenance.
Tanya Brennan
Managing Partner, CEO
Tanya is an expert in implementations, launch readiness, adoption, and overall leadership. She has over 22 years of experience and is a passionate leader with a keen ability to communicate the value of different approaches to our clients. She is a Certified Scrum Master, SAFe 5.0 Certified Agilist, and Lean Portfolio Manager.
Paul is a master engineer and one of the strongest Solution Architects in the mortgage technology business. He has spent the last 18 years feeding his passion for solutioning complex problems and building the solutions to solve them. Paul is a true servant leader who uses his certifications as a scrum master, BPMN, DMP and SAFe 5.0 ARCH to provide maximum value to clients and team members.
Melanie is all about helping our clients and team members appreciate and realize their potential value. For over 14 years, Melanie has strategized, led and delivered on some of the most complex initiatives in the mortgage technology space. In addition to being a product leader, she also leads our marketing and volunteer teams. Melanie is an empathetic leader who is passionate about mentoring and uniting people. She is a Certified Scrum Master, Shipley Trained Proposal Manager, BPMN certified, SAFe 5.0 Certified Agilist, PO/PM and Lean Portfolio Manager.
Lindsay is all about detail and leading teams to deliver value quickly. For over 14 years, she has led enterprise teams to envision, design, deliver and validate complex mortgage solutions in the federal and commercial spaces. She is a true collaborative product leader with a rock solid history of delivering the most business value to her clients. She uses her Certified Scrum Master and BPMN Method and Style knowledge to help teams move quickly through ideation to delivery.
A highly admired leader, Tom is a product delivery expert with over 22 years experience serving federal and private sector clients realize value as a complex Program and Portfolio Manager. He is one of the most balanced and measured leaders able to connect with people on the most complex initiatives. Tom is a SAFe 5.0 Certified PO/PM, Agilist as well as Certified Scrum Master (CSM).
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Continuous Development.
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Continuous Solutioning.
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The Right Training.
Our Training Services are designed to help individuals and teams learn all the skills necessary to deliver value and meet personal growth needs. We truly believe that training should not suck the life out of individuals or the organization. That is why we use the latest in cognitive neuroscience (the study of how the brain learns) to customize training strategies and develop curriculum that simultaneously entertains and educates, ensuring that participants learn more and retain more than traditional training methods. Our training services include:
Training Strategy and Design
Custom Training Delivery (Synchronous, Asynchronous, Instructor Led, Virtual, and CBT)
Leadership Development Programs
Curriculum Development for Lifelong Learning
The Right Advising and Coaching.
Our advising and coaching services transform companies from good to great and beyond through customized approaches that touch all levels of the organization to rally around value and foster a continuous learning mindset that drives evolutionary change. Our advisors and coaches are Lean-Agile, Product, and Change Management experts experienced at blending and creating customized approaches using our Rally Around Value Everyone (Rave) approach to change walking leaders and the organization from unconscious incompetence to unconscious competence. Our Advising and Coaching Services include:
Kanban/Scrum Team Coaching
Product Management and Ownership Coaching
StratDevOps Coaching
SAFe, LeSS, Scrum at Scale, & Customized Frameworks
Leadership Development at All Levels
The Right Facilitation.
Our facilitation services ignite your teams’ creativity and tap into the hidden talents and ideas of individuals that typically lie dormant with typical meeting facilitation. We ensure that every voice is heard and every minute counts by blending techniques from Improv, the latest in Cognitive Neuroscience, Lean, Agile and other frameworks in an effort to get the most value out of every meeting. Our facilitation services include:
Lean Decision Jams
Design Sprints
Lean-Agile events and workshops
Release Planning
Product/Requirement Elicitation
Strategic Planning Sessions
On Site, Off Site, and Virtual Event Planning
Facilitation Training and Workshops
The Right Strategy.
We make sure our clients choose the right tool to meet their strategic direction and vision, especially when it comes to client experience and loyalty. When the customer is at the center of the strategy and vision, there’s no better tool than Salesforce and we know how to develop and deliver a strategy and vision that will add continuous value to your customer throughout their loan life cycle experience.
The Right Approach.
Ultimately the right approach will result in fast delivery of value and investment realization. It is critical to gain alignment on the approach and we focus on three things to achieve this. Our philosophy is to deliver value quick and often so we can have continuous improvements and continuous value realization. Then we focus on operations and maintenance, establishing support and optimization processes. Last is systems stability, conducting periodic solution reviews to ensure scalability and long term viability.
The Right People.
People are the core of any business, whether defining a strategy, requirements, or building and releasing a solution. Without the right people success is at risk We assess the team and identify gaps in skillsets, roles or responsibilities. From this analysis we make talent recommendations, ensuring full transparency on expectations to achieve the desired results.
