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Project Overview
Investec required a structured approach to improve their digital banking experience through a phased design methodology. The focus was on delivering high-quality, user-centric design solutions iteratively, ensuring that each phase provided value to users while maintaining alignment with Investec’s business objectives.
1. Discovery Phase
Objectives:
Understand Investec’s vision for enhancing their digital banking experience.
Define a phased approach methodology that supports incremental improvements.
Identify user needs and pain points through research and analysis.
Align design goals with business objectives.
Activities:
Stakeholder Collaboration: Engaged with various stakeholders to gather requirements and define priorities.
User Research: Conducted interviews and surveys to gather insights on user expectations and frustrations.
Competitive Analysis: Reviewed industry standards and competitor solutions to identify areas of improvement.
Requirements Gathering: Prioritized features for each phase of the design methodology.
Key Insights:
User-Centric Approach: Design needed to address user needs at every phase of development.
Scalability: The phased approach needed to support future enhancements without compromising consistency.
Business Alignment: Maintaining alignment with Investec’s brand identity was essential throughout the process.
2. Design Phase
Design Goals:
Implement a phased approach to deliver value incrementally.
Ensure consistency across all design components and interactions.
Provide a seamless user experience that aligns with Investec’s brand identity.
Design Solution:
User Interface Design: Created polished interfaces that align with Investec’s sophisticated brand aesthetic.
Phased Rollout Plan: Designed and tested features incrementally, ensuring each phase added value to the overall experience.
Design System: Established a design system to maintain consistency and streamline future enhancements.
Usability Testing: Conducted testing sessions at each phase to gather feedback and iterate designs.
3. Delivery Phase
Key Features Delivered:
Modular Design Components: A flexible design system that supported gradual improvements.
Improved User Journeys: Enhanced user flows for smoother, more intuitive interactions.
Accessibility Integration: Ensured usability across various devices and user needs.
Phased Rollout Strategy: Delivered value through iterative improvements.
4. Impact
The phased approach design methodology successfully allowed Investec to:
Continuously enhance their digital banking experience without disrupting existing services.
Maintain consistency across various design components.
Achieve positive user feedback through iterative improvements and testing.
5. Lessons Learned
This project demonstrated the effectiveness of a phased approach when managing large-scale design projects. Continuous user feedback and iterative improvements were key to delivering a refined user experience that aligned with Investec’s business objectives.
