It is year 2023, and Unibank is an innovative banking corporation in Canada. Unibank was launched in 2020 and offers a suite of products and services named as "Unib A." Unib A consists of offerings that compete very well against other banks. And Unibank has the best customer satisfaction ratings in the world. Since 2020, Unibank has consistently been determined by the Canadian press to be the best bank in the world.

Unibank's Chief Executive Officer (CEO) is Scotty Baceto. Scotty foresees that the period between years 2025 to 2030 is going to be very lucrative for banking products catering to high net worth individuals (HNI). In order to capture a share of this growing sector, Scotty started a program on January 1 to build a specific suite of banking products and services, exclusively for HNIs, by year 2025. The name of this product would be "Unib H."

This program is comprised of various projects being led by a Project Leader. Key projects include the following:

• Mortgages (PMOR): focused on designing the mortgage products for Unib H. This project will determine attributes like mortgage interest rates, pre-payment penalty, etc. It will be led by Mr. Cim Took.
• Savings (PSAV): focused on designing the savings products for Unib H. This project will determine attributes like savings interest rates, transaction fees, etc. It will be led by Ms. Weng Manzhou.
• Computing (PTEC): focused on designing the technology and systems to support Unib H. This project will determine aspects like Core Banking, Customer Relationship Management, etc. It will be led by Ms. Sonja Myth.

All these projects need to be successful in order to launch Unib H effectively. Other members of this program include Ms. Baceto (CEO), Mr. Orange (Chief Financial Officer-CFO), Ms. Apple (Chief Technology Officer-CTO), and Ms. Grape (Chief Designer). All these people were involved in launching Unib A in 2020. Cim, Weng and Sonja will be dedicated 100% to Unib H, while others will be splitting their time between Unib A and H.

Mr. Took is an alumni of the University of Manitoba and happened to meet you in the parking lot one day. You were hired on the spot and joined Unibank on January 15th as the Lead Business Analyst (BA) on PMOR. Scotty asked you to create a Business Analysis Core Concept Model (BACCM) for PMOR by January 22nd.

You created the BACCM before the due date and reviewed it with several stakeholders. The document was well prepared and Cim asked you to share the Business Analysis Approach for PMOR by January 29th.

You created the BA Approach just in time for the due date. Cim liked what he saw and wanted you to facilitate 3 meetings with the stakeholders in PMOR by February 7th. You were not sure if 3 meetings would be enough, so you decided to lay out a plan for Cim.

By March 1st, your work with Cim and Scotty had captured the attention of Weng. She was able to tap into your expertise for the business analysis work on PSAV.

During March and April, you held several elicitation sessions on both projects and talked informally with many stakeholders too. The following requirements were specified:

• PMOR020: Unib H’s pre-payment penalty shall be the lowest in the market.
• PMOR021: Unib H’s mortgage interest rate shall be equal to Unibank’s Prime Rate-2%.
• PSAV030: Unib H shall allow unlimited transactions for free on savings account.
• PSAV031: Unib Hh’s savings interest rate shall be the highest in the market.

You started reviews in May. On May 1st, in a session with Ms. Grape, she expressed concerns over these requirements. You discussed this issue with Cim and Weng, and they advised you to review with others. You were told that Scotty wanted a prioritized list by May 15th.

Cim had to take a long term leave on June 1st. Unibank hired a qualified replacement swiftly, Natya Sadella, so as to not affect any of the project deadlines. Scotty came to you and asked that you facilitate his onboarding.

This deliverable was part of Natya’s first week learnings. He was ramped up by June 15th and requested you to review all the requirements elicited so far.

During his onboarding, Natya also bonded with Ms. Apple and Ms. Grape. Both of them shared information about Unib A with Natya. On June 22nd, he expressed a desire to leverage a mortgage solution which was adapted from Unib A. Scotty found out about this plan and asked you to produce a report for him by June 29th.

How to Proceed

Students are required to complete only 3 sections of their choosing out of sections 1, 2, 3, 4, 5, or 7 AND must complete section 6. The assignment is due at the end of Unit 7 and should be submitted to the Assignment 1: BA Knowledge Areas on UM Learn. Please see below for the section questions and the corresponding rubrics that correspond with the units of the course:

1. Introduction to Business Analysis

   In 4-6 pages, create the BACCM for Scotty, and:

   1. Use the first page to document the model.
   2. Identify different concepts as they apply to this case.
   3. Explain how these concepts are interrelated in this project.
   4. Document any assumptions, explaining why these were important in your response.

      t is year 2023, and Unibank is an innovative banking corporation in Canada. Unibank was launched in 2020 and offers a suite of products and services named as "Unib A." Unib A consists of offerings that compete very well against other banks. And Unibank has the best customer satisfaction ratings in the world. Since 2020, Unibank has consistently been determined by the Canadian press to be the best bank in the world.

      Unibank's Chief Executive Officer (CEO) is Scotty Baceto. Scotty foresees that the period between years 2025 to 2030 is going to be very lucrative for banking products catering to high net worth individuals (HNI). In order to capture a share of this growing sector, Scotty started a program on January 1 to build a specific suite of banking products and services, exclusively for HNIs, by year 2025. The name of this product would be "Unib H."

      This program is comprised of various projects being led by a Project Leader. Key projects include the following:

   5. Mortgages (PMOR): focused on designing the mortgage products for Unib H. This project will determine attributes like mortgage interest rates, pre-payment penalty, etc. It will be led by Mr. Cim Took.
   6. Savings (PSAV): focused on designing the savings products for Unib H. This project will determine attributes like savings interest rates, transaction fees, etc. It will be led by Ms. Weng Manzhou.
   7. Computing (PTEC): focused on designing the technology and systems to support Unib H. This project will determine aspects like Core Banking, Customer Relationship Management, etc. It will be led by Ms. Sonja Myth.

   8. All these projects need to be successful in order to launch Unib H effectively. Other members of this program include Ms. Baceto (CEO), Mr. Orange (Chief Financial Officer-CFO), Ms. Apple (Chief Technology Officer-CTO), and Ms. Grape (Chief Designer). All these people were involved in launching Unib A in 2020. Cim, Weng and Sonja will be dedicated 100% to Unib H, while others will be splitting their time between Unib A and H.

      Mr. Took is an alumni of the University of Manitoba and happened to meet you in the parking lot one day. You were hired on the spot and joined Unibank on January 15th as the Lead Business Analyst (BA) on PMOR. Scotty asked you to create a Business Analysis Core Concept Model (BACCM) for PMOR by January 22nd.

      You created the BACCM before the due date and reviewed it with several stakeholders. The document was well prepared and Cim asked you to share the Business Analysis Approach for PMOR by January 29th.

      You created the BA Approach just in time for the due date. Cim liked what he saw and wanted you to facilitate 3 meetings with the stakeholders in PMOR by February 7th. You were not sure if 3 meetings would be enough, so you decided to lay out a plan for Cim.

      By March 1st, your work with Cim and Scotty had captured the attention of Weng. She was able to tap into your expertise for the business analysis work on PSAV.

      During March and April, you held several elicitation sessions on both projects and talked informally with many stakeholders too. The following requirements were specified:

   9. PMOR020: Unib H’s pre-payment penalty shall be the lowest in the market.
   10. PMOR021: Unib H’s mortgage interest rate shall be equal to Unibank’s Prime Rate-2%.
   11. PSAV030: Unib H shall allow unlimited transactions for free on savings account.
   12. PSAV031: Unib Hh’s savings interest rate shall be the highest in the market.

   13. You started reviews in May. On May 1st, in a session with Ms. Grape, she expressed concerns over these requirements. You discussed this issue with Cim and Weng, and they advised you to review with others. You were told that Scotty wanted a prioritized list by May 15th.

       Cim had to take a long term leave on June 1st. Unibank hired a qualified replacement swiftly, Natya Sadella, so as to not affect any of the project deadlines. Scotty came to you and asked that you facilitate his onboarding.

       This deliverable was part of Natya’s first week learnings. He was ramped up by June 15th and requested you to review all the requirements elicited so far.

       During his onboarding, Natya also bonded with Ms. Apple and Ms. Grape. Both of them shared information about Unib A with Natya. On June 22nd, he expressed a desire to leverage a mortgage solution which was adapted from Unib A. Scotty found out about this plan and asked you to produce a report for him by June 29th.

       How to Proceed

       Students are required to complete only 3 sections of their choosing out of sections 1, 2, 3, 4, 5, or 7 AND must complete section 6. The assignment is due at the end of Unit 7 and should be submitted to the Assignment 1: BA Knowledge Areas on UM Learn. Please see below for the section questions and the corresponding rubrics that correspond with the units of the course:

   14. Introduction to Business Analysis

       In 4-6 pages, create the BACCM for Scotty, and:

       1. Use the first page to document the model.
       2. Identify different concepts as they apply to this case.
       3. Explain how these concepts are interrelated in this project.
       4. Document any assumptions, explaining why these were important in your response.

   15. BA Planning and Monitoring

       In 4 - 6 pages, create the BA Approach for Cim, and:

       1. Identify the BA Approach and activities for the course of the project.
       2. Include who will perform the activities, the sequencing of the work, and the deliverables that will be produced.
       3. Name the BA techniques that may be utilized and describe why you recommend these techniques over others.
       4. Document any assumptions and categorize them as guidelines and tools, explaining why these were important in your response.

   16. Elicitation and Collaboration

       In 4 - 6 pages, for your deliverable to Cim, describe your plan for each meeting, and:

       1. Include logistics and scope of the elicitation activity.
       2. Name the BA techniques that may be utilized and describe why these techniques are best suited for these meetings.
       3. Document any assumptions and categorize them as inputs, guidelines or tools, explaining why these were important in your response.

   17. Requirements Lifecycle Management

       Scotty likes brief documents. Within 3 - 4 pages:

       1. Rate the requirements in order of priority.
       2. Include the basis of prioritization and list of stakeholders who were consulted.
       3. Name the BA techniques that were utilized and describe why these techniques were selected.
       4. Document any assumptions and categorize them as guidelines or tools, explaining why these were important in your response.

   18. Strategy and Enterprise Analysis

       In 4 - 6 pages, create a document to engage Mr. Natya Sadella so that PMOR is successful. You should:

       1. Describe the context of the scope, resources, dependencies, infrastructure, external influences, and significant relationships between these elements.
       2. Name the BA techniques that were utilized and describe why these techniques were selected.
       3. Document any assumptions and categorize them as guidelines or tools, explaining why these were important in your response.

   19. Requirements Analysis and Design Definition

       Create a table with 4 columns. Column 1 shall contain all characteristics that are applicable to quality for PMOR and PSAV. Columns 2 to 4, shall contain a check mark to indicate whether the requirement as specified, exhibits this criteria.

       Apart from the table, you can write/rewrite any requirements, so that the final report will be acceptable to Natya and Weng.

   20. Solution Assessment and Validation

       In 4 - 6 pages:

       1. Describe current limitations of the solution including constraints and defects.
       2. Name the BA techniques that were utilized and describe why these techniques were selected.
       3. Document any assumptions and categorize them as guidelines or tools, explaining why these were important in your response.