The Investment Management Platform (IMP) at Helvetia Insurance faced challenges due to inconsistent requirements management. This led to inefficiencies, coordination problems, and delays. The study aimed to identify these issues, devise a standardized process using design thinking, and recommend software solutions for IMP's growth and efficiency.

The research utilized design thinking, analyzing literature, conducting interviews, and workshops with IMP specialists. This human-centric approach helped understand needs, pinpoint challenges, and propose a practical, user-centric process. The proposed process emphasized clear steps, documentation, traceability, and accountability measures.

The study developed a robust requirements management process for IMP based on workshops and interviews with subject matter experts. It includes clear steps, documentation guidelines, and traceability measures to increase productivity, reduce delays, and ensure effective delivery of investment solutions. Software recommendations such as data dictionaries and file sharing tools improve collaboration and efficiency. A standardized approach is critical to IMP success and promises increased productivity, reduced delays, and successful investment outcomes.