Fernanda Gonzalez

Challenge

I am a member of the business banking team for a technological service provider of a bank holding  company that still uses traditional methodologies regarding the development and management of  requirements, we have as a goal to generate profits for our clients and seek the satisfaction of our  clients' clients, that is to say end users.

Working with a platform of a holding company includes challenges such as finding a single solution  for all the entities that manage this platform, which in this case are 4, maintaining stability  between the individual requests of each bank and seeking to get new functionalities that  represent value to the end users. In the evolution of this platform, you have the opportunity to  add functionalities that are carried out today through an office, to pass it on to a virtual process so  that users avoid traveling, but now in times of pandemic.

Among the options we had was to wait for each entity to generate requests for the changes it  wanted to make, and then share it with the other members of the holding company and thus  reach an agreement to create the new functionality.

Selection

We used the visualization method to find out how they wanted the new features to look in front  of customers, making it easier for developers to understand and also looking for all the entities in  the holding to agree with the decision to make regarding the functionality that we were  generating. Taking into account the video Visualization Tool we realized that the design of the  functionalities made it complex and we did not always understand the functionalities that we  described through documents the same.

We also used storytelling, with this we understood the history of how users carried out  transactions from offices, we found their good and bad points, until we understood how we could  improve the functionality that we had already drawn giving additional value to the end user.

Application:

We met with all those interested in both the definition and the development, the tests and the  people in charge of the product, we had a meeting to know what the customer wanted and the  development was painting as it was understood, then we made a refinement of what we had  drawn taking into account stories of how users did the processes in the office, such as creating an  account and assigning its limits for transactions.

We realized that in the office the user entered the data in a form by hand for the creation of the  account and for the amounts the adviser who attended him took up to 30 min to define all the  limits taking into account all the types of transaction that could perform the user.

So when applying storytelling made us think of reducing the amount of information that had to be  entered to create the account, with a query to the bank's databases we could bring the user's data  and thus not having to enter them. And in the case of the amounts using "visualization" we made  the interface simple with a multiple assignment so that the user does not enter option by option a.  define it, but giving the option to modify the data that had already been entered one by one

Knowledge:

We realized that the design tools managed together make the process shorter, with the use of  “visualization” we were able to achieve a simple interface, but by understanding what it took for  the bank's advisor, we improved the prototype we had made in the first “visualization”

Focus:

First I would use storytelling to better understand what happens to customers, I would also  perform a mind mapping to look for key points and thus improve the time in approaching the idea  that storytelling gives us and finally the visualization for the generation of a possible prototype.


Fernanda Gonzalez Challenge I am a member of the business banking team for a technological service provider of a bank holding company that still uses traditional methodologies regarding the development and management of requirements , we have as a goal to generate profits for our clients and seek the satisfaction of our clients ' clients , that is to say end users . Working with a platform of a holding company includes challenges such as finding a single solution for all the entities that manage this platform , which in this case are 4 , maintaining stability between the individual requests of each bank and seeking to get new functionalities that represent value to the end users . In the evolution of this platform , you have the opportunity to add functionalities that are carried out today through an office , to pass it on to a virtual process so that users avoid traveling , but now in times of pandemic . Among the options we had was to wait for each entity to generate requests for the changes it wanted to make , and then share it with the other members of the holding company and thus reach an agreement to create the new functionality . Selection We used the visualization method to find out how they wanted the new features to look in front of customers , making it easier for developers to understand and also looking for all the entities in the holding to agree with the decision to make regarding the functionality that we were generating . Taking into account the video Visualization Tool we realized that the design of the functionalities made it complex and we did not always understand the functionalities that we described through documents the same . We also used storytelling , with this we understood the history of how users carried out transactions from offices , we found their good and bad points , until we understood how we could improve the functionality that we had already drawn giving additional value to the end user . Application : We met with all those interested in both the definition and the development , the tests and the people in charge of the product , we had a meeting to know what the customer wanted and the development was painting as it was understood , then we made a refinement of what we had drawn taking into account stories of how users did the processes in the office , such as creating an account and assigning its limits for transactions . We realized that in the office the user entered the data in a form by hand for the creation of the account and for the amounts the adviser who attended him took up to 30 min to define all the limits taking into account all the types of transaction that could perform the user . So when applying storytelling made us think of reducing the amount of information that had to be entered to create the account , with a query to the bank 's databases we could bring the user 's data and thus not having to enter them . And in the case of the amounts using " visualization " we made the interface simple with a multiple assignment so that the user does not enter option by option a. define it , but giving the option to modify the data that had already been entered one by one Knowledge : We realized that the design tools managed together make the process shorter , with the use of “ visualization ” we were able to achieve a simple interface , but by understanding what it took for the bank 's advisor , we improved the prototype we had made in the first “ visualization ” Focus : First I would use storytelling to better understand what happens to customers , I would also perform a mind mapping to look for key points and thus improve the time in approaching the idea that storytelling gives us and finally the visualization for the generation of a possible prototype .