Navy Federal Credit Union Projects

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NFCU Offers platform provides ability to author and publish offers presented to the members via Navy Federal’s website (NFOAA) and Universal Desktop (UAD). The objective was to replace the current IBM WCM platform, which is no longer, supported and reached end of life. The new platform addressed the deficiencies of WCM and inefficiencies in the [...]

NIH Projects


PROJECT 1: NED BPM developed on Lombardi 6.2 was three major versions down from the current version of IBM BPM. The project is to migrate the Process Application and all its instances to BPM 8.5.6. PROJECT 2: NED BPM developed on Lombardi 6.2 was three major versions down from the most current version of IBM BPM at [...]

Fidelity Projects



Corp IPQ lets Fidelity create an Investment proposal for new investment account for Corporations or Update/Review the existing investor profile as part of Annual Strategic Review or an Off-Cycle review. It allowed consolidating the Corp IPQ process into one data collection, scoring, proposal flow and improved the solution to avoid manual processing where possible.

PwC Projects



Project 1: Research, Evaluate and Recommend a BPMS platform to use across various Tax Transformation initiatives. Evaluated Kofax TotalAgility, AgilePoint, K2 BlackPearl and created PoCs. Project 2: TACOMA provides corporate compliance engagement teams with real-time visibility into the status of their work throughout the life of the engagement and provides a breakdown of work by [...]

Advocator Group Projects



The Advocator Group is an advocacy organization that helps individuals apply for Social Security Disability Insurance. The entire process of getting referrals from Long-term disability carriers, contacting individual claimants, filing the claim and following through the award or denial phase has been modeled into business processes and implemented using Lombardi Teamworks.