Principal Financial Group Project DIS



Cogent, LLC worked onsite with the Principal Financial Group to aid in the facilitation of requirements gathering sessions. The goal of the sessions was to capture high-level business needs and detailed requirements to update and re-define two document delivery and storage systems (and multiple manual processes therein).

Cogent first worked with Principal subject matter experts to map the current state (as-is) document delivery and storage process. Next, the business was involved in brainstorming sessions to define the future state (to be) document delivery and storage system.

The end result was delivery of a set of high-level business needs, detailed business requirements, a series of use cases, and detailed process maps to the technical team for system development.

The Principal DIS Project included:

Business Analysis

  • Conducted Needs Assessment with Principal SMEs
  • Captured Detailed Business Requirements with Business Team
  • Conducted Current State Process Mapping
  • Facilitated Future State Process Definition
  • Created Series of Detailed Use Cases for System Definition
  • Conducted meetings with Technical Leads to define functional specifications based on the identified business requirements

Cogent, LLC has been providing communication and technology solutions since 2005. Cogent evolved out of a prior company, Innovative Media Resources, Inc. which was founded in 1996. The principal owners of both companies have been in the communication and information services industry since 1994.

Clients