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Blueprint and the Solution Designer

The business technology landscape is undergoing a profound transformation, driven by the rise of artificial intelligence. Organizations everywhere are rethinking how they apply their skills in a world where AI changes the nature of work. These “Solution Design” skills represent a new way of thinking about software delivery. For technically inclined business professionals with consultative mindsets, this transformation creates an extraordinary opportunity.

Solution Designers bridge the gap between business vision and technical implementation, translating stakeholder needs into actionable designs that drive effective outcomes. A Solution Designer can be someone in a dedicated role (for example, a Business Analyst), but it does not have to be. AI has lowered barriers to software delivery, and with the right tools, any collaborative business leader in any role can easily become a Solution Designer. However, AI does not implement itself, and so Solution Designers who can communicate effectively and bring ideas to life in a technology stack become invaluable to their organizations.

Professional working at desk with Blueprint.

Blueprint: The Solution Designer's essential tool

Pega Blueprint™ serves as the foundational platform for the translation of business objectives into technical solutions. Blueprint facilitates collaboration between Solution Designers and stakeholders throughout the ideation, design, and iterative development process in real time. Unlike traditional requirements documents, Blueprint offers an interactive and visual representation of proposed solutions, making them accessible and modifiable for all participants. Enhanced with AI features, Blueprint streamlines workflow definition, supports the creation of integrated experiences, and provides clear insights into technological possibilities, all without the necessity for coding. Additionally, users can preview their applications before implementing any code.

However, Blueprint's true power emerges when Solution Designers understand what is possible with Pega Platform™, Pega Customer Service™, and Pega Sales Automation™. That understanding enables them to design solutions that are not only visually compelling but also technically sound and ready for Solution Builders to implement.

A Solution Designer who understands Pega technology can:

  • Design with confidence, knowing what Pega applications can deliver.
  • Use Blueprint more effectively to create high-fidelity designs that accelerate implementation.
  • Have meaningful conversations with Solution Builders to speak the same language and anticipate technical questions.
  • Bridge business and technology seamlessly by translating stakeholder vision into precise technical design.

The following video highlights the indispensable skillset of the Solution Designer in bridging the gap between ambitious business goals and a technically feasible reality. It showcases how a Solution Designer proficient in Pega Blueprint transforms static documentation and ideas into a dynamic, high-fidelity visual model, allowing stakeholders to see their vision come to life. This process ensures perfect alignment between business and technology teams, accelerates the project lifecycle, and forges a clear, actionable path to implementation, ultimately turning vision into reality.

Following a real-world transformation: U+ Bank

The learning journey follows a Solution Designer working with U+ Bank, a regional financial services institution facing a critical business challenge. The bank is losing customers to digital-first competitors who offer account opening in minutes, while U+ Bank still requires in-branch visits with extensive paperwork.

The bank's newly hired Chief Digital Officer has made the business case clear: digital transformation is not optional; it is essential for survival. However, transformation must be effective across retail banking, business banking, and lending products, while also maintaining strict compliance with Know Your Customer (KYC) and Anti-Money Laundering (AML) regulatory requirements.

Note: In banking, AML refers to the set of laws, regulations, and procedures that financial institutions must follow to prevent criminals from disguising illegally obtained funds as legitimate income. Banks achieve this by monitoring transactions, verifying customer identities (in a process referred to as Know Your Customer, or KYC), and reporting suspicious activity to the authorities. KYC is a set of guidelines and procedures for verifying the identity of a client. The process involves collecting and verifying customer information, such as name, date of birth, and addresses, while also monitoring their activity.

The Solution Designer has been tasked with envisioning and designing a modern, compliant digital onboarding solution. This is where Blueprint becomes the strategic asset. The Solution Designer collaborates with stakeholders to develop a high-fidelity Blueprint that clearly outlines how U+ Bank can enhance its customer onboarding experience.

The following figure introduces the four key U+ Bank stakeholders involved in the transformation process:

  • Chief Digital Officer: Focused on competitive position and digital transformation.
  • Compliance Director: Focused on regulatory requirements and risk management.
  • Branch Manager: Focused on branch staff experience and workflow changes.
  • Service Leader: Focused on reducing telephony volume and improving customer experience.

These roles represent the diverse priorities that Blueprint must address, from compliance and risk management to operational efficiency and customer experience.

U+ Bank Stakeholders

As you progress, the learning process explains how the Solution Designer applies Blueprint to create a solution and then hands it over to the Solution Builder, who collaborates with the Solution Designer and stakeholders to transition the application from design to production. Each area of Pega technology is presented in relation to addressing actual business problems using Blueprint. This method emphasizes Blueprint-oriented thinking, over lists of features.

Where Blueprint meets impact

Solution Designers turn ideas into enterprise reality. This is not just a tagline; it is the core value proposition of the skillset. By understanding Pega Platform, and maybe further specializing in Customer Service and Sales Automation, Solution Designers become architects of digital transformation.

The journey begins with exploring how Blueprint exposes Pega Platform features and enables the Solution Designer to design the transformative customer onboarding solution for U+ Bank. Discover how Pega Platform becomes the foundation for Blueprint-driven solution design.

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