Use Case Design and Prototype

The Design and Prototype phase transforms an enriched, prioritized use case into a structured solution blueprint and early-stage prototype by leveraging the self-service capabilities of Calibo’s Digital Innovation Sandbox. This stage is crucial for aligning stakeholders, validating assumptions, and establishing readiness for development.

A solution architect has thoroughly designed the MVP solution for the use case prioritized by the business. The architect uploads prototypes, architecture diagrams, technical designs, and research documents created in Figma, Sketch, Invision, Miro, Google Docs, or any other source. Uploaded design artifacts go through a structured review process before progressing further in the development life cycle. Each design artifact requires approval from designated reviewers based on the assigned workflow template. This helps you validate ideas early, streamline handoffs between teams, and reduce downstream rework.

Once the MVP architecture and supporting research documents are uploaded and approved, the use case is considered design-complete. The approved design artifacts, user stories, technical specifications, and UI prototypes now serve as the single source of truth for engineering teams.

Goals	Outcome
Feature Setup & Collaboration Define user stories and requirements tied to MVP features. Within the integrated Agile board, the user stories and requirements tied to the MVP features have been defined. As a configuration admin, set up integration points for the product, development, and deployment teams within Calibo’s Digital Innovation Sandbox (JIRA, Confluence, GitLab, GitHub, Jenkins, SonarQube, JFrog, etc.) Enable workflow-based approval processes with iterative refinement from stakeholders. Maintain centralized documentation in Confluence for visibility and traceability. Design & Prototyping Upload and manage design files to improve alignment across UI/UX, product, and development teams. Provide access to early-stage prototypes for concept validation and stakeholder review. Enable collaborative design discussions, version control, and change tracking. Technology & Repository Enablement Provision technologies and frameworks like Angular, React, Node.js, SonarQube, and Cucumber. Create and integrate dedicated code repositories (e.g., GitHub, GitLab) for version-controlled development. Lay the groundwork for seamless handoff to engineering teams.	Well-defined and approved user stories and business requirements Integrated tooling environment with JIRA, Confluence, Git, and development technologies and frameworks Accessible design assets and ideation artifacts for cross-team collaboration Configured technology stack aligned with solution design requirements Ready-to-develop code repositories with version control in place Finalized MVP solution

Goals

Outcome

Feature Setup & Collaboration

Define user stories and requirements tied to MVP features. Within the integrated Agile board, the user stories and requirements tied to the MVP features have been defined.
As a configuration admin, set up integration points for the product, development, and deployment teams within Calibo’s Digital Innovation Sandbox (JIRA, Confluence, GitLab, GitHub, Jenkins, SonarQube, JFrog, etc.)
Enable workflow-based approval processes with iterative refinement from stakeholders.
Maintain centralized documentation in Confluence for visibility and traceability.

Design & Prototyping

Upload and manage design files to improve alignment across UI/UX, product, and development teams.
Provide access to early-stage prototypes for concept validation and stakeholder review.
Enable collaborative design discussions, version control, and change tracking.

Technology & Repository Enablement

Provision technologies and frameworks like Angular, React, Node.js, SonarQube, and Cucumber.
Create and integrate dedicated code repositories (e.g., GitHub, GitLab) for version-controlled development.

Lay the groundwork for seamless handoff to engineering teams.

Well-defined and approved user stories and business requirements
Integrated tooling environment with JIRA, Confluence, Git, and development technologies and frameworks
Accessible design assets and ideation artifacts for cross-team collaboration
Configured technology stack aligned with solution design requirements
Ready-to-develop code repositories with version control in place
Finalized MVP solution

The next step in the DBIM lifecycle is Use Case Development.

Checklist for Readiness

Use this checklist to validate that your use case is fully prepared to enter the Development phase. Gather your team—Product Owner, Solution Architect, Developers, and other stakeholders—and collaboratively review each item. Discuss each point, confirm completion, and update the status accordingly.

If at least 9 out of the 10 items are marked as Completed, your use case is ready to move forward. If not, complete the pending tasks to avoid downstream rework, delays, or misalignment during development.

Sl. No.	Item	Status (Not Started/ In Progress/ Completed)
1	MVP solution design finalized and approved	Not Started
2	User stories and features defined in Jira	Not Started
3	UI/UX design uploaded to Sandbox	Not Started
4	Approval workflows set up	Not Started
5	Integration points configured	Not Started
6	Prototypes created for concept validation	Not Started
7	Front-end/back-end tech stack selected	Not Started
8	Repository structure established	Not Started
9	Version control and access set up	Not Started
10	Design artifacts approved by all stakeholders	Not Started

PRO TIP:

Align your architecture with enterprise standards and reusable components from the asset repository. This ensures faster handoffs, lower rework, and consistent delivery across teams.
Use rapid prototyping tools (like Figma or Sketch) to create visual, interactive mockups that bring your use case to life. Validate with real users and stakeholders before committing engineering time.

Advance Bank: Design and Setup for Sentiment Analysis Use Case

Advance Bank was ready to move forward with one of its highest-priority digital initiatives: building a real-time sentiment analysis engine for customer product reviews. Before starting development, the team needed to ensure that the Sandbox environment was fully set up and the use case was design-complete. Here’s how they did it:

Use Case Title:
Sentiment Analysis of Customer Product Reviews

Purpose:
Detect and categorize sentiment (Positive, Neutral, Negative) from user-generated product reviews to uncover trends and feedback loops. The purpose is to visualize, structure, and validate the solution before development begins. It ensures all stakeholders—from product managers to developers—are aligned on what to build and how.

Step	Personas Involved	Description (Who Does What)
Strategic Oversight	Portfolio Owner (Joseph George) Product Owner (Maria Lopez)	Provided vision and prioritized the Sentiment Analysis Engine use case. Guided the team through the DBIM-aligned setup and execution strategy.
Sandbox Environment Setup	Tenant Administrator (James Parker)	Completes initial configuration of the Calibo Digital Innovation Sandbox, including: SSO integration User account activation Platform settings
Tool Integration Configuration	Tenant Administrator	Configured and tested connection details for Jira, GitHub, Confluence, Jenkins, SonarQube, MongoDB, Databricks, and Snowflake—enabling seamless access from within the Sandbox.
User Role Assignment	Tenant Administrator	Assigned system-defined roles (Product Owner, Developer, Architect, QA, Data Scientist, etc.). Created and mapped custom roles if needed for specialized users.
Technical Governance Setup	Tenant Administrator Compliance Lead (Amrita Singh) Product Owner	Created a policy template to enforce approved tools, deployment modes (Kubernetes, Docker), and security controls. Configured workflow templates for artifact approval.
Portfolio and Use Case Creation	Portfolio Owner Product Owner	Portfolio Owner created the Customer Experience Innovation portfolio. Product Owner created the Sentiment Analysis Engine use case and selected the phases: Define → Design → Develop → Deploy.
Policy Template Enforcement	Product Owner	Applied a pre-approved policy template to the use case to ensure conformance with the bank’s enterprise technology stack and DevOps standards.
User Story and Feature Setup	Product Owner	Created user stories and features in Jira, linking them to business objectives and KPIs. Broke the use case into modular features for development. 1. Review Ingestion & Preprocessing 2. Sentiment Scoring Engine 3. Sentiment Analytics Dashboard 4. Alerting & Notifications 5. Data Storage & Access API 6. Model Performance Monitoring
Solution Architecture Design	Solution Architect (Helena Chan)	Designed a microservices-ready architecture: Frontend: React, for dynamic visualizations. Backend: Node.js, powering real-time data flow. Pipeline: Ingest → Preprocess → Score → Aggregate → Visualize. Storage: MongoDB for flexibility in handling varied review formats. APIs: Connecting data sources, analytics modules, and the dashboard.
Design Artifact Upload and Review	Solution Architect Reviewers	Uploaded wireframes, diagrams, and technical specs (from Figma, Miro, Docs, etc.) to each feature in the Sandbox. Reviewers validated and approved using the configured workflow.
Prototype Development	Front-End Developer (Anthony Hanks) UX Designer (Anna Young)	Designed UI screens including trend charts, word clouds, and filter panels. Uploaded interactive mockups for early validation and design walkthroughs.
Readiness Review and Sign-Off	Product Release Manager (Alex Carter), All Stakeholders	Conducted a formal readiness review. Ensured that the checklist items were complete. Secured stakeholder sign-off to proceed to the Development phase.

By defining the solution architecture and uploading approved prototypes, the team ensured that development could proceed without ambiguity.

What's Next:

With the MVP design finalized, user stories defined, and artifacts approved, the use case is ready for execution. The outputs from this phase—validated requirements, tech stack selections, and integration points—form the foundation for development in the Calibo Digital Innovation Sandbox. A seamless handoff ensures alignment, with version-controlled repos, configured toolchains, and traceable documentation in place.

What's next? Use Case Development