PROJECT
+ Review the solution as is (designed by an external agency for Tech Mahindra)
+ Support product team by moving largely subjective discussion towards - objective science of product design and delivery
+ Support developers engage with the task at hand. Documentation was largely out of date, and not trusted by the dev group as a result.
+ Support product team by moving largely subjective discussion towards - objective science of product design and delivery
+ Support developers engage with the task at hand. Documentation was largely out of date, and not trusted by the dev group as a result.
OBJECTIVE / DESIGN BRIEF / USERS
+ Mortgage origination market is crowded with a mixture of legacy apps (built purely to support large brands) Tier 1, Tier 2. Tier 3 teams remain at odds with the solutions available in the market.
+ With a competitive market place Smaller brands need tools built to help them hold a competitive edge
+ With a competitive market place Smaller brands need tools built to help them hold a competitive edge
+ With smaller installs, the legacy tools remain financially - out of reach.
+ Small brands requirements differ significantly from large institution's significantly.
+ Customers of small brands, whilst favouring the personal touch, require self service tools
APPROACH
+ Delivering a review of the solution - employing usability engineering frameworks. Broken down into cross application examples to support communication of the nature of the issues.
+ Documenting the product as is. There were a wealth of design proposals, and documentation from earlier teams. Not very helpful when the dev team work at speed. Not good for team confidence, or discussions.
+ Transparency - fostering creative collaboration by delivering proposals with context pulled (across sector, big tech, and award winning fintech solutions).
+ Transparency - fostering creative collaboration by delivering proposals with context pulled (across sector, big tech, and award winning fintech solutions).
+ Supporting the Product Owner realign discussion from 'where we are' towards the art of the possible.
+ Support dev team - with day to day queries, and any challenges they bumped into regularly.
+ Developing marketing materials to support fintech marketing specialists
WORK / BRIEF / BUSINESS PROBLEM
WORK / BRIEF / BUSINESS PROBLEM
The initial application delivered by an agency employed by Tech Mahindra:
+ contained patterns not found in contemporary applications. Utilising patterns which sufficed within the "sandbox" but wouldn't support real world conditions*
+ contained patterns not found in contemporary applications. Utilising patterns which sufficed within the "sandbox" but wouldn't support real world conditions*
+ was unable to deliver a performant experience, and the page loading experience didn't follow any consistent patterns magnifying the issue.
+ contained a range of functional and regulatory gaps the SME identified and were working on*.
+ had been built to support "data entry" ignoring the more fitting "dynamic state based" pattern. The format didn't fit either the product space, or the basic physical limits of humans working memory**.
+ had been built to support "data entry" ignoring the more fitting "dynamic state based" pattern. The format didn't fit either the product space, or the basic physical limits of humans working memory**.
+ the consumer suite had yet to be scoped out between product*, design and developers
* the core team of SME's brought an invaluable level of context from delivering fintech solutions for HSBC, Tesco Bank, Virgin Money, to smaller brands Cambridge and Saffron.
* the core team of SME's brought an invaluable level of context from delivering fintech solutions for HSBC, Tesco Bank, Virgin Money, to smaller brands Cambridge and Saffron.
INVOLVEMENT
Product Designer on Broker, Lender, Completions toolset
Product Designer on first iteration of consumer experience
PROJECT LEADS
With over 75 years experience delivering
fintech solutions to Tier 1 - 3 brands:
Rob Hanks - Product Manager, SME*
Al Macdonald (OG) - Product Owner, SME*
Shruti Kamble - Product Owner, SME*
TECHNOLOGIES
Datadog
Browserstack
Product Designer on Broker, Lender, Completions toolset
Product Designer on first iteration of consumer experience
PROJECT LEADS
With over 75 years experience delivering
fintech solutions to Tier 1 - 3 brands:
Rob Hanks - Product Manager, SME*
Al Macdonald (OG) - Product Owner, SME*
Shruti Kamble - Product Owner, SME*
TECHNOLOGIES
Datadog
Browserstack
WORK / DISCOVERY / ANALYSIS
+ Timescales for Mortgage Hub were tight, with so significant investment in earlier iterations of the project failing to meet MMP requirements in this heavy regulated market.
+ SME carried with them decades of knowledge on delivering fintech solutions. We also had data from the first two agencies supporting Tech Mahindra. Visibility of each vital source of context was limited. I aimed to bridge the distance between the dev teams i worked with. In efforts to ease painpoints experienced in moving at pace.
WORK / DISCOVERY / ANALYSIS - MOBILE SUPPORT
+ Initiated by the product owner and lead front engineers - was extended and expanded to support the onboarding / data capture journeys
WORK / DISCOVERY / ANALYSIS - LEAVING DATA ENTRY "APPLICATION BEHIND"
+ Identify tempo, structure of comparative applications
+ Identify comparative approach to presenting multi stage data capture / management
+ Identify comparative approach to presenting multi stage data capture / management
APPROACH
Design system rebuilt
Documenting ecosystem**
Heuristic review
Cross sector / Onboarding Analysis
**To help bridge the sector specific knowledge of SME and the broader sprint team.
Design system rebuilt
Documenting ecosystem**
Heuristic review
Cross sector / Onboarding Analysis
**To help bridge the sector specific knowledge of SME and the broader sprint team.
EXTERNAL SAMPLES - UX / Analysis / Prototyping
Available
CONTACT DETAIL
Linkedin profile
CV & Casefiles
Linkedin profile
CV & Casefiles