Work - Digital Transformation - Agile Case Studies
CASE 1: Digital ID for Secure Online Banking, Onboarding, KYC, Password Reset
Company: Laurentian Bank of Canada
Project Budget: $1+ million
Business Outcomes: Increased new client Onboarding, Account Opening, access to Digital Servicesfrom 21+ days to 5 minutes; seamless Omni-Channel UX integrated across 5+ Enterprise vendor platforms
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"Rock helped us accelerate in a way that we never thought possible. His amazing level of expertise "toolkit", leadership, approach, and care is something I have never experienced before. I trust him with the most mission critical work that needs a "special" touch. Rock has years of experience and real depth on almost all project areas, which is rare to find these days ... he didn't just get us from 0 to 1, he got us to 11. Rock Rocks!"
- VP Digital
Omni Channel, Digital Transformation, Service Design, UX/UI Design, Responsive Web, Mobile Apps, Banking, Financial Services, User Journey Maps, Service Blueprints, Cloud Infrastructure, UX Research, DevOps Workflows, Design Systems, Wireframes, Accessibility, Customer Analytics, Call Centers, Chatbots, CMS Content Management Systems, Workflow Optimization, Usability Testing, QA Gamificaition
CASE 2: New Banking Web Platform and Infrastructure Rebuild
Company: Laurentian Bank of Canada
Project Budget: $1+ million
Business Outcomes: 20% revenue increase; improved product development time from 3 years to 1 year, with new integrated Service Blueprints, UX Centre of Excellence, Full Stack Agile Dev Pods, and DevOps; new Design System, Service Design Tools used by 5+ global Agile teams
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"It's rare to get someone with expertise who thinks like an end user, has the lens of a responsible Product Owner, and background in IT to be able to make the technical tradeoffs look invisible, so the User Experience is seemless ... When I hear Rock is on the project, I can rest assured that that everything will stay on track and organized, and bring viable solutions when we have problems. It's so impressive how he interacts with people in a professional, authentic and empathetic way, so I know everyone will be up to date ... He is so knowledgable, likable and humble, I often take notes from him!"
- VP Digital
Omni Channel, Digital Transformation, Service Design, Digital ID, Fraud, Image Capture, Responsive Web, UX/UI Design, Multi Vendor Cloud Infrastructure, Mobile Apps, Service Blueprints, Banking, Financial Services, User Journey Maps, Interactive Prototypes, Design Systems, Wireframes, Customer Analytics, Call Centers, Workflow Optimization, Usability Testing
CASE 3: TD Bank Developer Marketplace and API Tools Platform
Company: TD Bank
Project Budget: $1+ million
Business Outcomes: 50+ Cloud App and Data Vendors, APIs, Tools into single Web Platform; 10x Workflow: Reducing and optimizing Ops Duplication Provisioning from 2 months to 5 minutes; 1st End to End View: 1st integrated platform and view of end to end DevOps management tools for major bank
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"Rock is my trusted go-to guy! ... It's a rare combination when you have someone on your team who has the systems thinking, deep expertise, and who can blend the academic theory with the practical ... Not only grasp the big picture, but also understand the value of rolling up the sleeves to get into the deep weeds if needed. Rock helped me create and enact a vision, and build something so innovative and of value that had major impact on the organization and millions of users."
- CIO, Global IT Architecture
Omni Channel, Digital Transformation, Service Design, UX/UI Design, Responsive Web, Mobile Apps, Banking, Financial Services, User Journey Maps, Service Blueprints, Cloud Infrastructure, UX Research, DevOps Workflows, Design Systems, Wireframes, Accessibility, Customer Analytics, Call Centers, Chatbots, CMS Content Management Systems, Workflow Optimization, Usability Testing, QA Gamificaition
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Enterprise Design System/Design Ops Management and Governance
"Set It and Forget It" GenAl Bill Payment Optimization
Personal User Interface Data Visualization
App, to Analyze Behavior, Finances and
Automatically Optimize Bill Payment Dates
for Better Personal Financial Health
US Patent US10445824B2
FINCY - Personal Emotion Sensing Al Financial Advisor
Conversational and Emotion Sensing
Personal App to Analyze Personal Financial
Health, Teach and Improve Financial
Behavior and Well Being
US Patent US10878816B2
Real Time IoT ML/AI Vehicle Asset Financial Monitoring
Smart IoT Embedded Vehicle Sensors
Vehicles for Driver Behavior Monitoring and
Asset Usage, Maintenance Monitoring,
Financial Analysis, Recommendations
US Patent US10586219B2
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Personal Medium.com Posting
Laurentian Bank: Salesforce Call Center UI and Chatbot
Laurentian Bank: Business Banking Commercial Cash Management
Questrade: Stock Market Trading Platform
Scotiabank: Enterprise Project Management Portal





