Transformation Work That Moves Organizations Forward

Requirementum QGR helps organizations move from ambiguity to clarity across complex transformation initiatives. These selected engagements demonstrate experience in CIAM, digital commerce, ERP modernization, business architecture, and enterprise delivery.

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Arc'teryx - CIAM Platform Selection and Implementation Readiness

Arc’teryx needed to replace its existing ForgeRock customer identity and access management platform with a modern CIAM solution capable of supporting digital commerce, privacy, security, customer experience, and future growth.

The project was not simply a technology replacement. It required a structured selection process connecting business requirements, technical architecture, user migration, privacy considerations, vendor economics, and implementation readiness.

The Business Challenge - Balance User Experience and Security

The existing CIAM environment had become difficult to align with the company’s expanding digital commerce needs. The replacement solution needed to support customer authentication, account migration, single sign-on, multi-factor authentication, consent, privacy, and integration across commerce, marketing, and service platforms.

The business risk was significant. A weak selection process could have created downstream implementation issues, unclear scope, integration gaps, customer disruption, and avoidable cost.

Requirementum  QGRs Contribution

Requirementum supported the platform selection and readiness process by structuring the business requirements, clarifying decision criteria, supporting stakeholder analysis, and helping connect technical considerations with business outcomes.

This included framing requirements across customer identity, privacy, security, marketing integration, operational support, and implementation planning.

The Outcome

The work helped create a clearer path from vendor selection to implementation readiness. Arc’teryx gained a more structured understanding of solution fit, delivery risk, business priorities, and the requirements needed to support a future CIAM implementation.

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RSA / Johnson Insurance - Digital Auto Insurance Quote-to-Bind Journey

Johnson Insurance, a division of RSA, needed to create a new online sales channel that would allow customers to quote, apply, pay, and bind automobile insurance through a digital journey.

The project required more than a standard web form. The buying journey needed to reflect complex underwriting rules, customer eligibility decisions, fraud mitigation controls, and changing internal policies while still providing a clear and usable customer experience.

The Business Challenge - Translating Insurance Rules into a Dyamic Digital Journey

Auto insurance sales involve complex decision points. Customer answers can affect eligibility, pricing, underwriting review, and whether the customer should be allowed to continue through the online journey.

The challenge was to design a dynamic quote-to-bind experience that could respond to customer inputs, identify cases requiring a “kick-out” from the online flow, reduce opportunities for customers to game answers for a better price, and support fraud detection and mitigation.

Requirementum  QGRs Contribution

Requirementum led requirements gathering through structured elicitation workshops and translated business, underwriting, and process needs into implementation-ready requirements.

This included working closely with the UX team to adjust user flows as policies, rules, and process requirements changed, ensuring the digital journey remained aligned with both business controls and customer experience expectations.

The Outcome

The site went live and provided Johnson Insurance with a new digital sales channel for automobile insurance.

The initiative positioned the organization as an early adopter of online auto insurance sales, helping translate a traditionally process-heavy insurance product into a structured, customer-facing digital commerce journey.

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Nutrien - B2B Marketplace for Wholesale Customer Ordering

Nutrien needed to create a new digital ordering channel for large wholesale customers purchasing crop inputs, fertilizer, and potash across a complex supply and distribution network.

The goal was to reduce reliance on manual order channels such as fax, email, telephone calls, and follow-up through the order desk, while creating a foundation for better integration with field sales, agronomy, logistics, and enterprise systems.

The Business Challenge - Digitizing Complex Wholesale Ordering

Wholesale agricultural ordering is not a simple eCommerce transaction. Product availability, customer eligibility, account controls, location, carrier type, pickup or shipment method, scheduling, and product-specific risk all influence whether an order can proceed.

The challenge was to define a digital ordering journey that could support contract and non-contract ordering, product search, account authorization, order submission, order response handling, and administrative controls such as product availability and account restrictions.

Requirementum  QGRs Contribution

Requirementum supported the initiative by defining business requirements, process flows, solution behaviour, and integration needs across the customer-facing ordering journey and the supporting backend systems.

This included modelling the order process, identifying required integration endpoints, clarifying decision points, and supporting administrative configuration for product availability, customer restrictions, and account-level controls.

The Outcome

The work helped establish a clear blueprint for a B2B wholesale ordering marketplace that could reduce manual order desk effort and improve the customer ordering experience.

The initiative supported Nutrien’s move toward a more scalable digital procurement model, connecting customer self-service, enterprise integration, logistics considerations, and operational controls within a single ordering journey.

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Manitoba Public Insurance - Claims Automation and FNOL Business Architecture

Manitoba Public Insurance was undertaking a major claims transformation initiative focused on First Notice of Loss, contact-centre claims intake, customer self-service, and post-FNOL claims processing.

The initiative required more than process documentation. It involved shaping a future claims environment where structured intake, decision logic, loss details, coverage information, liability indicators, appointment needs, and adjuster tasks could be captured and evaluated more consistently across channels.

The Business Challenge - Structuring Claims Comlexity for Automation

Physical damage claims involve complex business rules, customer interactions, coverage questions, liability considerations, fraud indicators, repair decisions, and downstream adjuster activities.

The challenge was to translate this operational complexity into a business architecture and requirements model that could support an expert-system style approach to claims intake and post-FNOL processing, while reducing manual effort for adjusters and improving consistency in claim outcomes.

Requirementum  QGRs Contribution

Requirementum provided business architecture leadership and guided a team of five Business Analysts gathering SME requirements, process insights, and operational detail across the claims environment.

This included shaping the requirements approach, developing business architecture views, supporting business use cases, structuring solution concepts, and helping connect claims intake, contact-centre workflows, post-FNOL activities, decision logic, and adjuster task automation into a coherent delivery model.

The Outcome

The work created a structured foundation for claims automation by clarifying business capabilities, process flows, decision points, system interactions, and future-state solution needs.

Although the broader program did not proceed to full implementation, the architecture and requirements work helped convert a complex claims transformation concept into a clearer, more actionable model for solution design, planning, and executive decision-making.

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RSA - Digital Claims Portal for Credit Card Purchase Protection

RSA needed a digital claims portal to support credit card purchase protection programs offered through financial services partners. The solution needed to allow cardholders to submit an initial claim, provide supporting documentation, and receive email notifications as the claim progressed.

The platform also needed to support rebranding for different credit card partners, ensuring that the same underlying claims capability could be presented through different customer-facing brand experiences.

The Business Challenge - Digitizing Branded Claims Intake

Credit card purchase protection claims can require specific customer information, purchase details, supporting documents, eligibility checks, and benefit rules that vary by card product or program tier.

The challenge was to reduce call-centre workload by moving initial claims intake online, while still supporting different branded experiences, product-specific business rules, and integration with backend claims and enterprise systems.

Requirementum  QGRs Contribution

Requirementum supported the initiative by creating business and functional requirements, annotated wireframes, user flows, and integration specifications for the digital claims portal.

This included defining the online claim submission journey, documentation requirements, email notification behaviours, rebranding considerations, card-tier business rules, and backend integration needs through Mule ESB.

The Outcome

The portal went live and provided RSA with a reusable digital claims intake channel for credit card purchase protection programs.

The solution reduced dependency on manual call-centre intake while improving the customer experience through online submission, supporting documentation capture, branded presentation, and automated claim-status communications.

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A Canadian Charitable Foundation- ERP, CRM, and Fund Management Modernization

A Canadian Charitable Foundation needed to modernize its finance, CRM, and fund management capabilities by replacing legacy systems and operational processes with a more integrated enterprise solution.

The initiative required a structured approach to clarify business needs across finance, donor management, fund administration, reporting, operational controls, and downstream implementation activities.

The Business Challenge - Modernizing Finance and Fund Operations

Fund management environments depend on accuracy, transparency, reporting discipline, and carefully controlled operational processes. Legacy systems and manual workarounds can make it difficult to maintain efficiency, traceability, and confidence across finance and operational teams.

The challenge was to define what the future operating model needed to support, evaluate solution and vendor fit, and ensure that business requirements were sufficiently clear before moving into configuration, data migration, testing, and implementation planning.

Requirementum  QGRs Contribution

Requirementum led business analysis and business architecture activities across the modernization initiative, working with finance, operations, leadership, vendors, and implementation partners.

This included facilitating structured workshops, documenting business requirements, modelling process flows, defining functional needs, developing RFI / RFQ materials, creating vendor evaluation criteria, and preparing demonstration scenarios to support informed platform and partner selection.

The Outcome

The work supported the Foundation in selecting a replacement enterprise solution well aligned to the needs of a charitable foundation and fund management organization.

The engagement produced structured requirements, evaluation criteria, vendor demonstration scenarios, and decision-support materials that helped clarify solution fit, reduce implementation ambiguity, and support downstream planning for data migration, testing, training, and solution delivery.

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