We were envisioning this initiative to be beyond mere digitization. It meant mapping and re-imagining workflows, envisioning platforms and products, interconnecting information, tools and business processes and charting a path to creating tangible, usable and valuable products in the hands of on-ground relationship managers. Being a large bank and one of the busiest in the country, we needed to organize and plan well, keep on course all the time and advocate user centered practices while delivering on vision.
We started by identifying the components of success and trickled down to tactical points that helped us architect specific areas of intervention. Thus, an ecosystem of apps were conceptualized that got individualized focus. The products were tied to each other through Axis eco-system, yet independent in order to be deployed to teams with specific KPIs.
Three independent products were built and tied to each other: Relationship Manager, Account opening and CMS system that housed product information and digitized brochures.
Insight and Strategy workshop, Product definition, Ideation, Documentation, Design iteration and evaluation, Design system, Visual branding, UI guidelines and specifications, implementation coordination.