Issue
My client was a Fortune 100 financial behemoth, managing over $3 Trillion in assets.
A few years ago, you would be shocked if you looked at how their internal systems functioned. Over 60 internal databases held information about the company's assets, and many processes were still done manually.
Approach
When you think about digital transformations, this client was an excellent example of how a successful multi-year digital transformation worked. Successful does not mean *not messy*: a large part of this success is to be comfortable with ambiguity and in sorting out complex problems.
As the UX lead on the lead team for 15 Agile teams total, I was responsible for defining user components that were used throughout the loan process, such as user notifications, training, and onboarding, among others. These components have to work consistently across the user journeys for 40 distinct user roles in the system.
This was done in a SAFe (Scaled Agile Framework) environment of 12-15 Agile teams during the first two years of a multi-year digital transformation. Each Agile team was assigned one UX designer. When you put multiple UX designers in a room, you will get a lot of ideas and a lot of strong opinions.
Sometimes, difficult conversations about priorities need to happen. The Agile environment allowed difficult conversations to occur in a safe space where everyone involved could give feedback. OOUX methods helped guide these conversations, as OOUX is made from diverse teams to understand complex systems quickly.
The willingness to collaborate and share within and across Agile teams, particularly with development teams, was key to this project's success. As one of the UX leads, I took on a leadership and mentoring role as the project progressed.
Result
Adaption to the new platform was swift: over 90% of users switched to the new platform within six months of the initial MVP launch. The new platform features user interfaces that are customized to 40 different user roles, including loan originators, underwriters, investors, and many more.