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May 2021 – Sep 2021 · Banking Sector / IT — Branch Operations

Requirements Analysis & Process Optimization for Branch Operations

Collected structured feedback from branch staff and translated it into requirement specs that improved daily banking operations.

Process AnalysisRequirementsStakeholder CoordinationExcel

The problem

Front-line branch staff regularly encountered friction in daily banking operations, but there was no structured channel to capture that feedback and turn it into actionable software or process improvements for the central IT department.

Feedback pipeline

Structured feedback from branch staff translated into actionable requirement specs for IT — closing the loop between front-line operations and software improvements.

Feedback-to-improvement pipeline
💬
1Branch staff feedback
Structured sessions across branches
🔍
2Pain point analysis
Categorize & prioritize issues
📋
3Requirement specs
Translated into technical specs
⚙️
4IT implementation
Software & process improvements
Top pain points by frequency
Transaction speed23 reports
UI / navigation18 reports
Report generation14 reports
Account lookup11 reports
Printing / receipts7 reports
Impact summary
12+
Branches surveyed
73
Issues documented
18
Specs delivered
* Illustrative mockup — figures are representative, not actual bank data.

The approach

I ran structured feedback-collection sessions with end users across bank branches, documented recurring pain points and improvement opportunities, and translated them into clear requirement specifications for software improvements. This work fed directly into optimizing daily banking operations, and I served as the coordination point between branch staff and the central IT department to keep priorities aligned.

Tools & technologies

Microsoft ExcelMS OfficeInternal Feedback Systems

Key outcomes

  • Created a structured feedback loop between branch staff and central IT for the first time.
  • Authored requirement specifications that fed directly into software-improvement projects.
  • Contributed to measurable improvements in daily branch-operation workflows.
CV