CORDIUM - PILOT
Y 2017
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PROJECT
To re-imagine a 16 year old software that serves high risk business function like Compliace. Cordium based in NYC started as a Compliance consulting company that found a niche in offering a software solution for clients in finance, retail and real estate. Cordium wanted guidance for product solutions, but they also expressed a desire for a long term skill building for their team. So that their team could carry forward the principles and functions we offered through this engagement. A deeply collaborative approach enabled us to strengthen their design/product function and its position in the larger internal corporate environment.
ROLE
1. Experience Strategy
2. Product Design
3. Creative Direction
4. Process Innovation
- Designing a task management software, especially for Compliance needs for large financial companies.
- A new visual design system for multiple software products for Cordium even outside of Pilot.
- Offer training and long lasting best design principles and practices to their design and product team.
- Build design capability in-house and calcify the importance of design, copmany wide.
- Highly user-centered approach that included anchoring all the product work on key personas and extensive user interviews.
- Extremely collaborative process involving all functions of the company- product, engineering, design, business and marketing.
- Heavy emphasis on experience strategy work up- front while parallizing work flows to offer feature support.
- Anchoring functions of different user roles to the task management system, to expedite work and offer cross -functional support.
- Working software for the identified MVP by the end of a small 3 month engagement.
- Elevating design practice internally for a company that operted in an antiquated setup.
- Shipping a new design system that offered clarity and specificity for time-pressed compliace employees.
- Offering effective ways for compliance teams to collaborate closely to prevent mistakes and errors. Eventually, preventing everyone from going to jail.
PLAN (PROJECT)
TASK VIEW
EDIT TASK VIEW
KEY PROCESS 01
SIMPLIFYING THE COMPLEXITY OF COMPLIANCE- COLLABORATIVE EXERCISES EMPLOYING THOROUGH PROCESS FOR USER PERSONA & USER GOALS
We were designing for a highly complex software with many differnt user roles. In order to create a solution set that would work for all these distict personas, we needed to fully understand their mental model. Each user type participates with each other in different ways and at different times. To fully articulate their goals and expectations, an ‘empathy’ based exercise was facilitated with the client. ‘Mission, Mindframe and Method’ offers a more comprehensive way to understand personas. Furthermore, several interviews were conducted with each user type to inform product design.
a.
PERSONA DEEPER DIVE- MISSION,
MINDFRAME AND METHODS
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