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LEADERSHIP ◆ DESIGN OPS
Workflow efficiency and high quality design delivery for a complex product
Workflow efficiency and high quality design delivery for a complex product
As Lead Product Designer, I managed the transition from the client's design team to ours while keeping product roadmap promises. I helped hire and onboard a remote team, focusing on quick training and workflow efficiency.
PRODUCT
PRODUCT
An application for budget management, approvals and tracking expenses.
CAPABILITIES
CAPABILITIES
Leadership
Onboarding
Technical guidance
Team building
Roles and responsibilities
Process improvement
Stakeholders management
ROLE
ROLE
As Lead Product Designer, my main responsibility was to ensure a smooth project transition from client's design team to ours, while keeping the product roadmap promises made to critical stakeholders.
I've participated in the hiring process to find the right talent for this particular project. The duo would be working fully remote and collaborating with a client's side team.
I should onboard, train and guide them at a rapid pace to acquire sufficient understanding of the product to confidently take on the design tasks.
CHALLENGES
CHALLENGES
Financial product with complex business rules
Fully distributed team working with the client
Mixed roles, processes and tools
User stories and requirements refinement gap
Build trust with the client to hand-off the project to us
UNDERSTANDING CONTEXT
UNDERSTANDING CONTEXT
My conversations with the team helped me to understand what issues they were facing and gather insights on how we could improve as a team.
Collecting their thoughts was the first step to identify the most important things we should address in order to be successful.
The PO was grateful to see these findings and action plan, giving me full support to work on these challenges.
PROCESSES IMPROVEMENT
PROCESSES IMPROVEMENT
DESIGN WORKFLOW
DESIGN WORKFLOW
The backlog was full of items that were merely high-level statements of the users needs. Our team was supposed to design and turn them into actual user stories, documenting its requirements. At first, we introduced a debriefing step to gather further information on the scope.
With time, the team was able to quickly tell apart high complexity items from small enhancements, define the applicable the approach and better estimate.
COMMS WORKFLOW
COMMS WORKFLOW
Designers should write user-friendly release notes describing benefits for every release. Major releases with important user-facing features should also be announced with a newsletter, in-app modal and a walkthrough video, which required a lot of coordination.
Mapping out the process allowed us to visualize the steps, actors and dependencies. It was key to improve our efficiency and prevent errors in the communication strategy.
RESULTS
RESULTS
High user, client and team satisfaction and confidence
High user, client and team satisfaction and confidence
Assessing processes, tools and resources was key to enable our team for success. With an efficient workflow, the team has successfully delivered high-quality and on-time designs to the engineering team and gained stakeholders trust.
Client side team could rapidly phase out as our team has demonstrated the capacity to head critical epics. The product continuously evolved with high standards and client's expectations.
Improved design workflow efficiency
High quality and on-time deliveries
Team’s autonomy and assertiveness
Team heading critical epics
Client team rapidly phasing out
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