Natixis
Project Overview
Design a system that enables the data remediation process for the accounting department to reduce discrepancies whilst streamlining the workflow between the various stakeholders.
Approach
As an external consultant in UX/UI design i was in charge of:
- Gather Business requirements
- Prepare questions, co-animate meeting with all stakeholders, take notes
- Prepare questions, co-animate meeting with all stakeholders, take notes
- Define the methodology
- Time needed in design depending on the scope :budget, time, availability of people
- Time needed in design depending on the scope :budget, time, availability of people
- Analysis of the current system
- Use current system , Go deeper into business knowledges
- Use current system , Go deeper into business knowledges
- Do interviews
- Schedule it, write interview's guide, create a space to gather responds, co-animate it : one designer for animation, another for taking notes
- Schedule it, write interview's guide, create a space to gather responds, co-animate it : one designer for animation, another for taking notes
- Experience mapping and business validation
- Create the flow of financial datas throughout all teams, define rôles (personae) and validate it with interviewees
- Create the flow of financial datas throughout all teams, define rôles (personae) and validate it with interviewees
- System and information architecture
- Define next system architecture and validate it with user stories taken from interviews
- Define next system architecture and validate it with user stories taken from interviews
- Prioritization of the MVP and release batches
- Define with product team the MVP and schedule UI designing and tests for each versions
- Validate with users if MVP's version is functionnaly enought to be used
- Design UI
- Use Design system for the UI, create specific components for the project
- Use Design system for the UI, create specific components for the project
- Validation through user testing
- Schedule user tests, write test guide, co-animate user tests : one design to animate it and another to take notes and manage if prototype has bug
- Schedule user tests, write test guide, co-animate user tests : one design to animate it and another to take notes and manage if prototype has bug
- Share results to product team
- Gather tests results : success and missunderstandings, new features or functionnal exeptations which will be added to the backlog and priorized
Final Outcome
Business teams and product team had really appreciate this project because the methodology was shaped for the project and we ofter communicate with business teams about the evolution. It's really important for a long time project with a hard change management. Moreover we care to add co-conception workshop (like card sorting) with business actors for them to feel more concerned and also for us to be more sticky with their job reality. It's essential when business workflow is complex.
