Reflection – Visualization Tool

Challenge    I work for a recruiting company, where it has its own community of consultants with fidelity

programs. Working with the consultants the company realized that many consultants wanted

and in many cases needed to specialize in some areas. The company then created a

business unit that provides education products and training courses, so we could offer it to

them. The products are on the company website, but if anybody wants to buy it, they must fill

a form to get an associate to get in touch. The whole operation of this unit is manual, where

it has massive emails exchanged to achieve the sales.     The company decided to build an e-commerce platform, so the consultants and anyone else

would be able to buy and pay for the products and training straight away, without having

manual steps. I was involved after the project started to help to accomplish this goal.    Selection    I’ve selected the Visualization tool because the team wasn’t seeing what the project is, they

had only the idea of it. Also every single department was seeing only its piece of the whole

process, but they needed to see the entire picture of it, so they could understand and

contribute with ideas.  .  Application    Everyone was a bit lost with so much different information, which was disconnected from

each other. The marketing department has already made some mock-ups of the screens of

how the e-commerce website should look like, so I decided to make a journey of how the

navigation and steps would look like on the platform, with the help of the screens we already

have, and some assumptions taken to kick off the project.    Using the visualization tool I’ve built the journey with the screens of the website and internal

system, to illustrate how the users would navigate on it, and also the automation that would

take place on the back, which is done manually currently.    Insight    With the visualization tool, the team could see the entire process and the assumptions

made, and also how they could contribute to its success. Many insights came to the users on

how to improve some processes, and what each department would affect project progress,

so they could anticipate the needs. The mix of the Journey mapping and the visualization

was a very powerful tool.

Approach    Even though I got involved late on the project, doing this visualization tool happening made

the team see to where the project is going, and how important that tool can be. Next projects

I will enforce to have the journey mapping as the first step.


Reflection – Visualization Tool Challenge I work for a recruiting company , where it has its own community of consultants with fidelity programs . Working with the consultants the company realized that many consultants wanted and in many cases needed to specialize in some areas . The company then created a business unit that provides education products and training courses , so we could offer it to them . The products are on the company website , but if anybody wants to buy it , they must fill a form to get an associate to get in touch . The whole operation of this unit is manual , where it has massive emails exchanged to achieve the sales . The company decided to build an e - commerce platform , so the consultants and anyone else would be able to buy and pay for the products and training straight away , without having manual steps . I was involved after the project started to help to accomplish this goal . Selection I ’ve selected the Visualization tool because the team was n’t seeing what the project is , they had only the idea of it . Also every single department was seeing only its piece of the whole process , but they needed to see the entire picture of it , so they could understand and contribute with ideas . . Application Everyone was a bit lost with so much different information , which was disconnected from each other . The marketing department has already made some mock - ups of the screens of how the e - commerce website should look like , so I decided to make a journey of how the navigation and steps would look like on the platform , with the help of the screens we already have , and some assumptions taken to kick off the project . Using the visualization tool I ’ve built the journey with the screens of the website and internal system , to illustrate how the users would navigate on it , and also the automation that would take place on the back , which is done manually currently . Insight With the visualization tool , the team could see the entire process and the assumptions made , and also how they could contribute to its success . Many insights came to the users on how to improve some processes , and what each department would affect project progress , so they could anticipate the needs . The mix of the Journey mapping and the visualization was a very powerful tool . Approach Even though I got involved late on the project , doing this visualization tool happening made the team see to where the project is going , and how important that tool can be . Next projects I will enforce to have the journey mapping as the first step .