Detailed Example
Relationship Management Portal
Overview
Looking for a better way to serve their external constituents, a partner was evaluating the needs of user groups inside and outside the organization. The need for the external user to view their information as it related to the organization and know how, what, and where they could find their needed information as well as satisfying the business team's needs to interact, track, and manage the public-user's account was imperative in the success of the project.
Considerations
The idea of this project has been discussed in varying capacities and levels of fidelity within the organization's business groups and inconsistent levels of expectations were vast. Aligning everyone and collecting their assumptions of the features and services needed was a crucial concept that had not been done in previous attempts to solve this need in the past.
Outcome
An iterative approach to meeting the needs of specific user groups-internal and external--and delivering incremental value with specific feature-releases was crucial to the success of this project. Narrowing the focus of the project and agreeing on scope with necessary stakeholders led to small wins and a big improvement to business operations and an experience the public user group had never seen before.
Next Steps
With the needs and wants of all potential users to the system considered and captured, the team had a clear list of features to inform a roadmap. Breaking the scope of work down into bite-size pieces led to an efficient use of time by all team members and a backlog of work that will continue to bring value to the end-users for quite some time.
The process of creating a plan, goals, and vision that aligns business goals, technical possibilities, & user experiences to ensure that product decisions meet a user’s journey while supporting organizational objectives.
Here, There, and Everywhere
Be sure to create a shared understanding of what data, experiences, business objectives, and project milestones are documented to find a mutual understanding of where we go from here.
Outcomes Over Output
Aligning budgets & project timelines to expected user outcomes & empowering your product team typically leads to more informed digital products & services for your organization. Landing on a mutually understood vision for where a product or service is headed, the milestones (or goals) to get there, and a plan to execute the work to be done it is essential in a valuable UX Strategy.
What Are We Going To Do (and What Are We Not)
Consider all of the things that can impact, shape, & influence what the current—and future—experience is for your users. Align on that—and what's next to tackle and why.
A Shared Understanding
Before moving forward, it is helpful to gain alignment and balance making informed experiences for our users & driving measurable business value.
I empower product & delivery teams to efficiently create, deliver, and support digital products throughout their lifecycles. With a focus on collaboration, process optimization, and customer-centricity, I identify and translate what scalable business success can look like when paired with customer satisfaction.
Assemble Your Superheros
Maybe you need to lean internally to find a good fit or maybe you need to look outside your organization for an 'outsiders perspective', put together a team carefully to get the job done and done right.
Organize, Optimize, Operate—Oh My!
From those in the weeds to those flying above, it is helpful to mature an organizational understanding of where the team is at & how best to foster a culture of personal & professional growth.
Weigh Your Options
It is crucial to find alignment on what are your organization or product team's biggest bets and prioritize those against low hanging fruit ready to be harvested.
Keep The Main Thing The Main Thing
Let the experiences & digital products your organization creates be as intentional as the values your organization aspires to be known by everyday.
Detailed Example
Program & Operations Modernization
Overview
Considerations
Organizational need to clearly communicate intent & support of business goals, define qualitative &
quantitative user-centered metrics, and support scalability of program products relative to product stages & lifecycles. Desire to centralize beneficial processes & asset creation necessary to scale solutions effectively with quality & consistency across the enterprise.
Assist with opportunity identification, business VALUE identification, and product discovery sessions
Outcome
Next Steps
These efforts led us to continued collaboration, specifically with change management & product teams across the organization. With deeper understanding and partnerships across the organization, less time was spent on shopping or selling ideas and instead simply sharing the value of how customer & user insights can—and should—impact short, medium, and long term goals for product teams & their roadmaps. These human centered practices aligned to different business & strategic goals which allowed for more widely spread adoption.