Major Financial Institution + SMART DESIGn

Service blueprinting the Commercial Card experience

Industry

Strategic Design Consulting

Role

Lead UX/UI Designer

Team

Lead Strategist

Timeline

4 months, 2022

Context

Smart Design partnered with a major financial institution to help diagnose where clients experience problems in the Commercial Card experience.

Our goals were to identify the end-to-end Commercial Card client experience, provide a clear picture of customer needs and how intenral processes affect the client experience, and create actionable tools that visualize their processes and help prioritize gaps.

process

50+

stakeholder interviews

stakeholder interviews

9

audited tools and workflows

audited tools and workflows

400+

content data points synthesized into maps

content data points synthesized into maps

While the details of this project are confidential, our client shared that the toolkit was instrumental in creating leadership alignment and resulted in a socialization plan of the artifacts and multiple follow on initiatives for gaps identified by our process maps. Pease reach out to learn more about my contributions.