Tere Aguilar

Mind mapping tool

Challenge

I work as an UX designer in a bank in Mexico. As a designer, it is common to face

di�erent challenges when it comes to showing research information to

stakeholders and involving them in an active and creative way so that we can

jointly create solutions. At the end of the quarter, I participated in a project, where

I had to interview 12 employees of the commercial bank remotely, through 1 to 1

sessions with the use of an open-ended questionnaire, with the aim of knowing the

type of information and tools they use to generate reports and follow-up in their

day-to-day life. We did this because we are building a new advisory desk for

collaborators and we want to implement new functionalities to this proposal,

based on the needs identiﬁed in said research. The challenge was that with the

scrum team, we could identify these needs and move this insights to a design

criteria, so we could start deﬁning a roadmap or a user story map.

Selection

I selected the mind mapping tool, because it allows the active and creative

participation of stakeholders, as well as other people on the team. Something that

we always tell business people is that you do not have to study design, to put

Design Thinking into practice, it is only necessary to open your mind and

postpone the judgment, so that the dynamics become agents of favorable results

for the initiative. We carry out this activity through the Invision platform, in the

freehand option, since, due to the pandemic, we continue to do home o�ce. I

recommend this link in case you want to know more about how to cluster

information http://osborne.org/main/posts/tagprivacy.asp

and this book The Design Thinking Playbook which you can buy on Amazon at this

link

http://thomas.biz/list/taghome.php.

Application

Once we obtained the results of the interviews with collaborators, we downloaded

the information to Freehand, where, using a table, we divided by type of proﬁle

interviewed. We interview divisional, zone and branch directors. We put the

questions we asked them on the quiz and put the answers aside. After this we

convened a session with the project stakeholders, who were 6 in total. What we did

was divide ourselves into 3 teams, and in each team we began to search for and

identify relevant ideas, after this, we began to cluster the information into large

categories. When we ﬁnished this phase, we all met again to see the categories

that had resulted in each team, this part was very useful since the stakeholders

realized that the needs of the proﬁles could be related, although they used and

carried out activities di�erent. After this, the insights began to be generated.

Something that could have been applied in a better way was time management,

since the ﬁrst part took us more than 30 minutes and that shortened the section

of elaborating insights.

Insight

I think that if I had not used this tool, reaching the next steps would have been

di�cult, because we are talking about many types of needs in 3 di�erent proﬁles.

But, I think that the most valuable thing about having generated this session and

obtaining the results was the participation of the business people. They have a lot

of knowledge regarding the type of possible solutions that can be proposed, they

have references of how much it will cost, how long it could take us and that

complements very well with our integral way of contemplating the design process,

always revolving around the ﬁnal user.

Approach

As I mentioned above and in fact it can happen in workshops or in the realization

of journeys or user story maps, is that time goes very fast. Many times because

people are late for the session or because we are in an activity where people

fortunately participate a lot and that takes us longer than what is planned. For the

next one, what I will do is prevent these minutes of waiting or any possible

problem, such as lack of connection or problems when activating the microphone.

