Visualization- An effective tool to understand user journey

Challenge  I handle Fintech Partnerships for API Banking and my role is to identify, on board and integrate with large fintech and aggregators who wish to provide banking  products to their customers on their platform with help of a click and also benefit the bank source business and in return earn revenue for every conversion. It  involves scouting of the right Fintech partner, understanding their platform and business, identifying which products of our organization can best suit their  customer needs, selling the key benefits of these products, post product and partner mutual consent on -boarding the partner as a Direct Selling Agent for the  organization and lastly integrating the relevant APIs with their platform in order to generate business. Each of these steps is vast and deep to be practically  implemented.

Selection  It is very important to write down or prepare a flow chart for every user journey. For Example, in each step right from on boarding a partner, to implementing  the user journey on their platform is a tedious and a lengthy process. This should be done with a visual flow which gives a better understanding at which stage  the partner is and will also help in fast-tracking the entire journey. I am happy to use this tool and see the difference it makes to convey your thoughts in a  simple way. Visualization is about depicting the process using images; it’s about visual thinking. It pushes us beyond using words or language. It is a way of  unlocking a different part of our brains that allows us to think nonverbally. When the process is explained using words, each person in the audience will form  their own mental pictures, usually informed by our qualification background, training and experience. If instead you visualize and draw a flow of the entire  journey you reduce the possibility of unmatched mental models and thus bring every stakeholder on the same page.

Application  In each step of on boarding a partner visual thinking tool plays an important role. We can start diagramming to capture the current business flow of the partner  platform, add our product flow to that journey and see the outcome, since it is a core component of the way we communicate. Three aspects work together  equally; understanding the complexity of a process, visualising outcomes and challenges at each step to create a visual roadmap of the entire journey starting  from the first conversation with the partner to going live with the partnership.

Insight & Approach   Visualization tool can be used for variety of tasks, from brainstorming and defining user flow to project management and working with your team and  stakeholders. Designers always use a flow chart or diagram to visually present all possible user journeys. Information visualization can make a huge difference.  Turning numbers, percentages, statistics into a creative visualization can instantly make any information look more interesting. By incorporating the visualization  tool in each phase of partner on boarding can ease the journey and help improve the entire process.


Visualization- An effective tool to understand user journey Challenge I handle Fintech Partnerships for API Banking and my role is to identify , on board and integrate with large fintech and aggregators who wish to provide banking products to their customers on their platform with help of a click and also benefit the bank source business and in return earn revenue for every conversion . It involves scouting of the right Fintech partner , understanding their platform and business , identifying which products of our organization can best suit their customer needs , selling the key benefits of these products , post product and partner mutual consent on -boarding the partner as a Direct Selling Agent for the organization and lastly integrating the relevant APIs with their platform in order to generate business . Each of these steps is vast and deep to be practically implemented . Selection It is very important to write down or prepare a flow chart for every user journey . For Example , in each step right from on boarding a partner , to implementing the user journey on their platform is a tedious and a lengthy process . This should be done with a visual flow which gives a better understanding at which stage the partner is and will also help in fast - tracking the entire journey . I am happy to use this tool and see the difference it makes to convey your thoughts in a simple way . Visualization is about depicting the process using images ; it ’s about visual thinking . It pushes us beyond using words or language . It is a way of unlocking a different part of our brains that allows us to think nonverbally . When the process is explained using words , each person in the audience will form their own mental pictures , usually informed by our qualification background , training and experience . If instead you visualize and draw a flow of the entire journey you reduce the possibility of unmatched mental models and thus bring every stakeholder on the same page . Application In each step of on boarding a partner visual thinking tool plays an important role . We can start diagramming to capture the current business flow of the partner platform , add our product flow to that journey and see the outcome , since it is a core component of the way we communicate . Three aspects work together equally ; understanding the complexity of a process , visualising outcomes and challenges at each step to create a visual roadmap of the entire journey starting from the first conversation with the partner to going live with the partnership . Insight & Approach Visualization tool can be used for variety of tasks , from brainstorming and defining user flow to project management and working with your team and stakeholders . Designers always use a flow chart or diagram to visually present all possible user journeys . Information visualization can make a huge difference . Turning numbers , percentages , statistics into a creative visualization can instantly make any information look more interesting . By incorporating the visualization tool in each phase of partner on boarding can ease the journey and help improve the entire process .