Senior lead design researcher, designer and design thinking facilitator
Product manager, Head of application delivery, QA, Agile dev team
12 Months
100+ hours saved per advisor each year
Advisors had no single platform for their work. They moved between many legacy systems to serve each client, losing time and context with every switch. There were dozens of applications used by advisors, and each legacy application had its own look and feel.
The users included all users on all client advisor teams, from Senior Client Advisor to Client Advisor to Associate Client Advisor to Executive Assistant. The stakeholders included Senior Product Managemer, Head of Application Delivery, Senior Development, and the Head of QA.
I led design research and design from start to finish, and facilitated design thinking sessions that aligned the product team.
I started by bringing the product manager and senior development manager together to define exactly what problem we were solving, before any screens were drawn.