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Largest Pension Provider

The company is a leading pension provider of life insurance, savings, retirement, and investment solutions, serving millions of customers across North America. Right from small businesses to large organizations, they provide a wide array of retirement plans and services across the spectrum. The company choose Blueprint to streamline their Agile transformation.

Company Profile

The company is a leading provider of life insurance, savings, retirement, and investment solutions. By adopting Blueprint, the company realized significant improvements in major business areas across the company. The company was successfully able to meet the required compliance legislation by leveraging the traceability feature within Blueprint. By properly defining the business rules, use cases, and functional requirements, the teams were able to identify redundancies and close gaps. The company produced some fantastic results, which led to better downstream collaboration, requirement management, and increased savings. 

Industry: Financial Services
Employees: 12,701
Annual Revenue: $16 Billion
Customer Since: 2011
"Using Blueprint was almost like debugging the requirements. It may have taken the same amount of time, but the results were a whole lot better."
- IT Vice President | Largest Pension Provider
Blueprint Selection Process
Benefits Achieved with Blueprint

Benefits Achieved with Blueprint

In this Agile transformation case study, the pension provider company realized significant improvements in major business areas across the organization. They were successfully able to meet the required compliance legislation by leveraging the traceability features within the Blueprint solution. By properly defining the business rules, use cases, and functional requirements, their teams were able to identify redundancies and close gaps. The company produced some fantastic results, which led to better downstream collaboration, requirement management, and increased savings.
Reduce Inconsistencies & Eliminate Unplanned Work
Developing a company-wide repository helped the company reduce requirement inconsistencies and unplanned work. Further, all newly defined requirements could be easily referenced, and legacy information was transferred from applications such as Microsoft Office and PDF documents. Moreover, an improved understanding of requirements enabled business analysts to define business processes and user applications in a better way.
Minimize Compliance Risks
Blueprint’s version compare feature enables full control change management with the ability to analyze, visualize, and revert changes in artifacts over time. The storyteller tool provides enhanced security to sensitive compliance documentation. Further, the tool enables greater collaboration across the organization, aligning the business with compliance regulations.
Productivity Improvements
By leveraging Blueprint’s live simulation model, development teams had access to complete traceability related to requirements management. The unique ability to automatically generate documentation ensures teams across the board have access to consistent information, which improves productivity and efficiency.
Challenges Faced before Blueprint

Challenges Faced

The key application being utilized by the company was hosted on an AS400 platform designed to handle tax referrals. It required significant enhancements as it was critical for their business, as it managed several policy members and pension processes. The enhancement of this legacy system was a challenge due to the number of existing features and the company’s current compliance requirements.
Poor Communication
It was not uncommon for QA Specialists, Developers, and Analysts to directly contact users because the information they received was inadequate/incomplete.
Reliance on Legacy Systems
Usage of legacy systems caused tracking issues, preventing requirements consolidation across the enterprise.
Requirement Management
System-imposed constraints had to be considered while defining requirements. The manual process required business analysts to identify key constraints, often leading to unclear requirements, rework, and mismanagement of resources.
Blueprint Key Features

Blueprint Key Features

Before making their switch to Blueprint, the pension provider was struggling with its legacy system, which was extremely outdated. The company was looking for a modern requirements management tool that would deliver business value faster through improved requirements, simulation, and test management. After a thorough evaluation process, the company shortlisted Blueprint, as it offers these amazing features:
Centralized Repository
Blueprint’s centralized repository holds both regulatory and business artifacts that are versioned, auditable, secure and scalable, and completely mapped. The unique feature helps in improving efficiency and enforce standards by enabling users to store, search and reuse internally predefined, validated content from the repository.
Auto Generation of User Stories & Tests
Blueprint enables organizations to accelerate delivery by automatically generating high-quality, well-formatted, and consistent user stories, comprehensive test plans and gherkin feature files from collaborative models.
Version Control
Blueprint’s version control feature enables enterprises with full control change management with the ability to analyze, visualize, and revert changes in artifacts over time. Enterprises can support the audit process with ease utilizing the unique and modern features of Storyteller.

Benefits Achieved with Blueprint

In this Agile transformation case study, the pension provider company realized significant improvements in major business areas across the organization. They were successfully able to meet the required compliance legislation by leveraging the traceability features within the Blueprint solution. By properly defining the business rules, use cases, and functional requirements, their teams were able to identify redundancies and close gaps. The company produced some fantastic results, which led to better downstream collaboration, requirement management, and increased savings.
Reduce Inconsistencies & Eliminate Unplanned Work
Developing a company-wide repository helped the company reduce requirement inconsistencies and unplanned work. Further, all newly defined requirements could be easily referenced, and legacy information was transferred from applications such as Microsoft Office and PDF documents. Moreover, an improved understanding of requirements enabled business analysts to define business processes and user applications in a better way.
Minimize Compliance Risks
Blueprint’s version compare feature enables full control change management with the ability to analyze, visualize, and revert changes in artifacts over time. The storyteller tool provides enhanced security to sensitive compliance documentation. Further, the tool enables greater collaboration across the organization, aligning the business with compliance regulations.
Productivity Improvements
By leveraging Blueprint’s live simulation model, development teams had access to complete traceability related to requirements management. The unique ability to automatically generate documentation ensures teams across the board have access to consistent information, which improves productivity and efficiency.

Challenges Faced

The key application being utilized by the company was hosted on an AS400 platform designed to handle tax referrals. It required significant enhancements as it was critical for their business, as it managed several policy members and pension processes. The enhancement of this legacy system was a challenge due to the number of existing features and the company’s current compliance requirements.
Poor Communication
It was not uncommon for QA Specialists, Developers, and Analysts to directly contact users because the information they received was inadequate/incomplete.
Reliance on Legacy Systems
Usage of legacy systems caused tracking issues, preventing requirements consolidation across the enterprise.
Requirement Management
System-imposed constraints had to be considered while defining requirements. The manual process required business analysts to identify key constraints, often leading to unclear requirements, rework, and mismanagement of resources.

Blueprint Key Features

Before making their switch to Blueprint, the pension provider was struggling with its legacy system, which was extremely outdated. The company was looking for a modern requirements management tool that would deliver business value faster through improved requirements, simulation, and test management. After a thorough evaluation process, the company shortlisted Blueprint, as it offers these amazing features:
Centralized Repository
Blueprint’s centralized repository holds both regulatory and business artifacts that are versioned, auditable, secure and scalable, and completely mapped. The unique feature helps in improving efficiency and enforce standards by enabling users to store, search and reuse internally predefined, validated content from the repository.
Auto Generation of User Stories & Tests
Blueprint enables organizations to accelerate delivery by automatically generating high-quality, well-formatted, and consistent user stories, comprehensive test plans and gherkin feature files from collaborative models.
Version Control
Blueprint’s version control feature enables enterprises with full control change management with the ability to analyze, visualize, and revert changes in artifacts over time. Enterprises can support the audit process with ease utilizing the unique and modern features of Storyteller.

“Blueprint enables them to do far more than they could in Microsoft Office and SharePoint.”

Senior Solution Manager | Largest Pension Provider

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