Visualization - Investment Platform

Challenge

I’m a member of the Digital Transformation team at my organization, and my  challenge is to develop and gather an innovated requirement for our New  Investment Digital Platform, to scale our revenue through taking small percentage  of the investor’s transactions. The project scope includes the business analysis  department composed of 3 employees, and 1 of the investment consultants from  our organization consultants. We need to tackle this challenge and be ready in  less than 5 weeks.

Selection

Our team has already gone through several design thinking activities/tools, so we  are ready to try the visualization launch tool. We will transfer the ideas into  prototypes to test it fast and iterate.

Application

In our early meeting at the first week, we focused on meeting with investors and  listen to their needs, we also tried several investment platforms locally and  globally, we also search the benchmark to know where is the trend going in this  sector. Then, next week’s we start discussing the structure of our platform, and  how to build the platform with gamification framework to hook the customer and  make him love the platform, in this stage every idea we like we start to draw Low  design of the screen to connect the dots. Last week, we start to make the High- end design with interactive prototype.

Insight

By applying the visualization our team got faster movement because the ideas is  visually clear to everyone, and anyone can set the comments and we reflect it to  get everyone onboard.

Approach

Daily 15 min. standup meeting made our life easier, as we can know each problem  we face and we idea the solution and make decision faster.


Visualization - Investment Platform Challenge I ’m a member of the Digital Transformation team at my organization , and my challenge is to develop and gather an innovated requirement for our New Investment Digital Platform , to scale our revenue through taking small percentage of the investor ’s transactions . The project scope includes the business analysis department composed of 3 employees , and 1 of the investment consultants from our organization consultants . We need to tackle this challenge and be ready in less than 5 weeks . Selection Our team has already gone through several design thinking activities / tools , so we are ready to try the visualization launch tool . We will transfer the ideas into prototypes to test it fast and iterate . Application In our early meeting at the first week , we focused on meeting with investors and listen to their needs , we also tried several investment platforms locally and globally , we also search the benchmark to know where is the trend going in this sector . Then , next week ’s we start discussing the structure of our platform , and how to build the platform with gamification framework to hook the customer and make him love the platform , in this stage every idea we like we start to draw Low design of the screen to connect the dots . Last week , we start to make the High- end design with interactive prototype . Insight By applying the visualization our team got faster movement because the ideas is visually clear to everyone , and anyone can set the comments and we reflect it to get everyone onboard . Approach Daily 15 min . standup meeting made our life easier , as we can know each problem we face and we idea the solution and make decision faster .