Services

Enterprise technology analysis and project management, strong user experience and usability perspective.  Analyzing business and user needs, evaluating workflows, identifying opportunities for improvement, and translating those insights into practical technology solutions.

Leading initiatives involving cross-functional teams, executive stakeholders, technology partners, and third-party vendors.

Known for a collaborative, pragmatic leadership style and for building strong partnerships between business and technology teams. I focus on creating solutions that are not only technically sound, but also intuitive, efficient, compliant, and aligned with the needs of the people who use them.

Bringing a strong passion for solving complex problems, improving user and customer experiences, and turning technology initiatives into meaningful outcomes to deliver complex business and technology upgrade initiatives, system replacements/transformations, mergers and acquisitions and integrations.

View some of our past client work

We pride ourselves on our adaptability and commitment to excellence in every aspect of our service.  Discover our collection of creative work and visual projects. Each piece showcases our attention to detail and commitment to delivering results that exceed expectations.

Digital Experience

  • Led the analysis and enhancement of Discovery Television’s Sweepstakes program to streamline the entry process, database updates, reports, and increase user and business satisfaction.
  • Evaluated the existing customer facing site to perform gap analysis for user experience, workflows, business requirements, and functionality to identify opportunities for UX improvement.
  •  Translated business and user needs into functional requirements, and collaborated with technology and business teams to redesign and enhance the experience.
  • Supported workflow definition, testing, UAT, and implementation of the upgraded solution.

Digital Experience

  • Evaluated the Accounts and Transfers modules within Bank of America's Online Banking and mobile platform as part of the Merrill Lynch acquisition integration. Conducted stakeholder discovery, usability analysis and evaluation, business and functional requirements analysis, and workflow assessment to identify gaps, impacts, and integration requirements associated with incorporating Merrill Lynch customers and account structures into the existing online banking experience.
  • Collaborated with business, technology, and product stakeholders to define requirements, recommend process and user-experience improvements, and support testing and UAT.

 Workflow Analysis

  • Worked with Matrix One, an early enterprise document workflow and approval solution, supporting controlled documentation and CFR-compliant electronic approval processes.
  • Analyzed business and user requirements, evaluated documentation workflows and usability, and translated regulatory and operational requirements into system workflows, approval processes, and functional requirements.
  • Supported testing, validation, UAT, and stakeholder acceptance of the solution.

     Digital           Transformation    

  • Led CFC’s modernization initiatives replacing 30-year-old legacy systems with FIS applications, driving requirements, UAT, implementation, and cross-functional delivery.
  • Conducted post-go-live User Experience and usability analysis, evaluating workflows and user feedback to identify process improvements, system enhancements, and operational needs.
  • Developed enhancement specifications and business requirements, partnering with business users, technology teams, and FIS to prioritize and deliver improvements.

 

Digital Experience & Integration

  • Led customer-facing financial digital systems and third-party vendor integration projects, supporting usability, requirements, testing, and implementation.
  • Conducted User Experience and workflow analysis to identify usability gaps, process improvements, and opportunities to enhance customer-facing financial applications.
  • Coordinated internal teams and third-party vendors to resolve issues, manage dependencies, and deliver enhancements across complex financial systems.

Digital Experience & Core Systems Upgrade

  • Led an internal core system upgrade to ACI Worldwide payment applications, coordinating business, technology, vendor, and testing activities through implementation.
  • Evaluated external customer usability and payment experiences, identifying workflow improvements and opportunities to enhance functionality and ease of use.
  • Translated business and customer experience insights into requirements, enhancement specifications, and UAT to support successful implementation.

 

 

 

Customer Experience & M&A Integration

    • Led customer-facing User Experience and usability analysis of digital banking applications, identifying usability issues, workflow gaps, and opportunities to improve the customer experience.
    • Conducted M&A gap analysis to evaluate differences between Bank One and Chase processes, systems, and customer experiences and identify integration requirements.
    • Developed business requirements and functional specifications translating customer, business, and M&A findings into actionable solutions for development and implementation.

     

     

     

    Process/Workflow Analysis and Solutions

    • Analyzed Accounts Receivable workflows and user processes for the City of Chandler, conducting stakeholder discovery and usability/process analysis to identify inefficiencies, pain points, and opportunities for improvement.
    • Documented current-state workflows, business requirements, and recommendations for process and technology enhancements.

    Customer & Admin Apps 

    • Led the analysis and specification of 187 customer-facing and administrative wireframes, business rules, security, navigation flows, and functional requirements to define the administrator and customer experience for a 401(k) platform..
    • Supported requirements validation, testing, and UAT to ensure the delivered solution met business, operational, and user needs.

     

     

    Contact us

    Eccelsa Technology Consulting
    Greater Tucson Area, AZ
    Email: LDonatella@EccelsaTech.com
    Direct Phone: (928) 821-2334