BANKING

Banking company

Designing the MVP of a tool for business decision making based on selected KPI’s and geodata

2018

Banking Company

What's this about?

The client had several tools (one for each country) for geodata analysis and KPI's showing based on a manual and silo-ed analysis that required a long-intense knowledge transfer process that collides with other daily priorities.

The goals for the project were:

  • Develop a scalable, customizable Global Application

  • Dynamic Network Management

  • Enhance the Network decision making, reducing the time within the process

  • Execution in real-time

  • The results were shown using geospatial analysis (GIS)

  • Creating functionalities focusing on Countries’ needs

  • Cut off the Operational Risk, ending with the Manual processes

  • Maintain update data in a single repository, updated by an automated process

After the initial kick-off we got down to work to face the main challenge:

How could we empower the business developers to facilitate decision-making based on empirical data?

My role

I took part in the project as a UX Designer within a team with two User Research Designers, one UX Designer (myself), and a Visual Designer.


What I learned in this project

This was a project where we should understand hard and complex concepts from the client to give to the business developers the best experience possible with a useful and practical tool. In this sense, the meetings with the client were very interesting and fruitful.

Besides, it was a great opportunity to work with data and maps as I have a Geography degree.

Due to time constraints, because the client wants to show the project as quick as possible to the big bosses, we decided to have a quick approach to the problem with several workshops and interviews to get insights quickly to develop an MVP.

Case: Banking company - Process

RESEARCH AND CONCEPTUALIZATION

Case: Banking company - Journey AS IS
Journey AS IS
Case: Banking company - Journey TO BE
Journey TO BE
Case: Banking company - Map of actors
Map of actors
Case: Banking company - Final votation
Final votation

DESIGNING THE MPV

Case: Banking company - Wireframe Dashboard
Case: Banking company - Flow
Case: Banking company - Visual Dashboard
Case: Banking company - Visual Map
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