Capturing and tracking issues identified during the loan process is important to Pulaski Bank. Pulaski phased out their existing issue tracking system and had the opportunity to create a software application that would provide visibility and ownership to each issue, ensuring timely resolution. TDK collaborated with Pulaski to review requirements and features. TDK designed the application to support appropriate interface formats, giving Pulaski exactly what they needed and the users the experience they wanted.
Technologies Used
.NET 4.6
UX Runway
Active Directory Integration
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Pulaski understands issues may arise during the pre-close, pre-shipping or suspense loan processes. Each issue is documented and tracked to ensure resolution. To make the process more efficient, Pulaski decided to create an issue tracking system tailored to their needs. The new application pulls data daily from their loan processing system.  Once an identified issue is entered into the system and tied to a loan, the user has the ability to update the issue, enter notes, attach related documents and submit for review as appropriate. For auditing purposes, any changes made to an issue are logged. Reporting for visibility and audit provides the information needed for the business as issues are identified and processed.

The project foundation was established by defining the user experience, application vision, and technical foundation of the issue tracking application. TDK worked with Pulaski stakeholders, subject matter experts and internal users to define the major themes, application vision and design. As the user experience was the critical component of the issue tracking application, it was imperative for TDK to understand the personas and goals of the users. Also, technical resources were identified to ensure the technical foundation items were created and configured before development began, in order to provide a higher efficiency and velocity in the development iterations. The output of this iteration became the filter by which decisions were made throughout the development process.

Development iterations implemented the application and design vision through a highly collaborative process. Prior to the beginning of each iteration, Pulaski and TDK collaborated to determine which features would be the focus of the upcoming development period. The process included gathering and considering feedback from previous iterations for inclusion in the current and future iterations. Features defined for consideration included the ability to create/initiate an issue, view/update issue and notes, apply priority levels, data export to a .csv file, audit the creation and changes to an issue, and audit reports. Regular stand-ups, iteration planning, detailed user stories, design/development, testing, demonstrating completed features, and retrospectives were performed during each iteration.

The final iteration provided an opportunity for TDK to complete a robust quality check and code validation of the issue tracking system without the development of any new features. Pulaski conducted acceptance testing and provided final approval of the product. Identified bugs were immediately addressed and resolved.

TDK utilized an agile development methodology based on time-boxed iterations which allowed flexibility. The delivery model consisted of iterations broken into two week intervals. This approach allowed flexibility to implement the right features at the right time and pivot as needed throughout the design and development periods. TDK's approach proved highly effective by delivering a fully functional application at the end of each iteration and providing Pulaski the ability to release the product as desired. As a result, Pulaski has engaged TDK for future projects.

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