Product
Focused on continuous innovation and discovery of value. The Phoenix Way.
Our passion for discovery, design, and testing hypotheses is our strength and makes it exciting to identify new opportunities quickly and abandon bad ideas even faster. We are laser-focused on the customer and use those insights to create impactful visions that lead to fast delivery and successful adoption. Our team of product leaders uses agile, collaborative techniques to establish and share the ‘what’ and ‘why’, maintain a healthy, prioritized product backlog, and design and validate new solutions. Whether we are helping clients expand their Salesforce product capabilities, enhance existing products, or discover the fit of net new transformational offerings, we focus on value all the way and help our clients do the same.
Vision and Value.
A clear and concise product vision is imperative to gaining alignment on the desired outcome.
Learn More!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.
Learn More!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.
Learn More!U.S. Department of Veterans Affairs
The Department of Veteran Affairs sought to increase Certificate of Eligibility (COE) automation on approved cases. We helped the VA achieve its vision by discovering and defining a system that provided lenders the ability to engage directly with Loan Guaranty from the lenders loan origination system. We also created a user friendly, modernized self-serve portal for Veterans to apply for the VA Home Loan Benefits they earned through their service and dedication to our country. Knowing the importance of providing visibility to end users, we also created a dashboard of reports to track the key performance metrics for the COE automation.
Our Impact:
8%
Increase automation by
18.5
Improve the average Streamline IRRRL COE processing time by FTE hours through July 2021
5,276
Improve the average surviving spouse COE processing time to FTE hours through July 2021
U.S. Department of Veterans Affairs
Opportunities to automate labor intensive processes is near and dear to our hearts. The Department of Veteran Affairs presented us with an opportunity to automate a highly manual process that often resulted in significant delays and impacted team member productivity. Our team designed and successfully implemented an automated process to mitigate these issues and provide Veterans a far better experience and allow team members to focus on more impactful tasks.
Our Impact:
~30,000
refunds to Veterans processed annually
2-3 days
Will reduce most refund timeframes from the time of identification
200
internal users
~2,500
FTE hours annually
Custom redesign
U.S. Department of Veterans Affairs
What once was a multi-step, fully manual process to transmit lender data to the Department of Veteran Affairs (VA), is no more. Our team engaged with the VA to design a revised, one-step process for lenders to send data to the VA. We protoyped and developed mockups for a refreshed lender user interface in addition to ensuring we remain in full compliance 100% of the time.
Our Impact:
~1.25M
loans originated and guaranteed annually
3800
lenders/agents using VA applications
Custom redesign
U.S. Department of Veterans Affairs
Cybersecurity enhancements are often at the forefront of product roadmaps. We drove a cybersecurity product analysis and enhancement effort for the Department of Veteran Affairs (VA) to ensure the VA has the latest and greatest capabilities. We developed an in depth roadmap for all enhancements and led solutioning sessions to deliver the changes quickly to production.
Our Impact:
5
systems
Increase Productivity
Ensure security
Repeat Client
Top Lender and Servicer
We served as Product leaders to our client looking to transform a core, fundamental process. We developed a multi-year product vision that aligned to the business vision, led ideation workshops, partnered with technology and business to define and refine features and stories, and created product artifacts such as customer journeys, storyboards and prototypes to articulate the vision. With a net new front-end and back-end to consider, we carefully prioritized work based on business value and speed to delivery.
Our Impact:
Net New Product
Repeat Customer
Top Lender and Servicer
When our client’s vendor contract required SMS functionality be released to Salesforce users in four weeks, we committed to achieve the goal. In 3.5 weeks, we established MVP scope, identified the pilot team, aligned on architectural design, and refined, developed and released all features. The successful release and adoption allowed us to gather enough information from the MVP to validate the business hypothesis and inform the longer term contract.
Our Impact:
3.5 weeks
Value delivered in
No PRD issues
100%
adoption
Repeat Client
Mortgage Risk Management Division of a Global Financial Service Corporation
Mortgage Risk Management Division of a Global Financial Service Corporation
Phoenix was engaged to reinvent an implementation of a post-settlement audit automation product for one of our client’s largest customers. It had been nearly 2 years in implementation without going live. Phoenix assessed the state of requirements compared to team velocity and determined a major shift in product scope and approach was required to deliver value to the business in short order. Phoenix led requirements revamp sessions to revisit the core business problems and opportunities to be solved with the product. Phoenix devised an approach that focused on configuration first to provide immediate lift, and stripping out high effort, low value features. Phoenix delivered the first product iteration to production in 8 weeks.
Our Impact:
8 weeks
Speed to market
reduction in business time spent on post-settlement audits
