Re-designing a ‘client lifecycle management platform’ for a giant financial institution

Brief

Each event has to go through workflow phases like Planning and requirement definition, regulatory and governance, setting up guidelines, and final sign-off. Each phase has multiple tasks that need to be completed and approved before the event gets closed.

Goals set up were not limited to the experience but also in accordance with business goals.

• Should be intuitive, efficient, seamless, and less buggy
• Should lead to minimal support from the platform team, require no training
• The process should be automated through constant feedback
• Users working with the events should be able to oversee at a glance current, pending and upcoming events

A user research strategy was created which outlined business and learning objectives. The user research study was conducted with 23 users with a mix of pre-defined personas. Some personas included were Client account specialists, Client implementation management, and Client relationship management.

• Users were asked questions about the role and to perform their task and vocalize their thought process
• Expert Review was conducted to audit the product and process to figure out what was in place and what was not. Once the insights were generated.
• Synthesizing of data was done with a team of designers and researchers to find emerging themes and patterns.

Introduced tab based Navigation panel which shows new events in a new tab for easy and quick access.

*These are just representations of the original implementation

A workshop was conducted and facilitated by our design team to further synthesize, prioritize data gathered, and conduct ROI analysis with stakeholders.

• Multiple focus groups were created based on personas from multiple countries.
• Groups were asked to create a matrix based on the ROI they have analyzed to be able to prioritize features based on value, time, and effort

Based on the prioritization done, concept sketches were generated. Sketches enabled people to easily suggest, collaborate and understand the journey better. Stakeholders were also asked to nominate people from their team and test the interactive wireframes to gather feedback.

This workshop acted as a platform to iteratively test our initial ideas with sketches and also test the final wireframes. Testing was super iterative and Iterations were done for a few rounds to refine further until all stakeholders agreed upon.