IDEATE
Tools and Methods
In-Person Workshops
Ideation sessions
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Length of phase
2 months
# participants
15 users
Ideate Overview
With research insights in hand, we moved into ideation. This phase was marked by collaborative workshops and brainstorming sessions. Teams across finance, security, and infrastructure came together to align their processes and envision the ideal onboarding experience. Guided by user needs, we synthesized these ideas into an optimized blueprint for the new service.
Workshop Planning
The objective of this session was to determine how to effectively communicate the new onboarding process to customers and define its internal usage. The goal was to create a high-impact, low-cost solution by leveraging the tools the company already had. This workshop focused on brainstorming how the new onboarding process would look and how both internal and external users would interact with the solution.
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Decision Making and
Road mapping
The brainstorming session led to an innovative solution that aligned with customer needs. We recognized that prototyping the idea, gathering feedback, refining it, and testing it were essential next steps. We decided who would own each step and created a roadmap for execution.
Outcomes
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Aligned vision across teams.
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Clear roadmap for developing the new onboarding journey.
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Synthesized insights into an ideal service blueprint, addressing pain points and optimizing low-performing areas.
Brain storming activities
During the workshop, we worked with a multidisciplinary team that brought together diverse perspectives, including technical, financial, and security expertise. This collaboration was crucial in ensuring that all aspects of the process were considered. We engaged in several creative activities to explore ideas and harness the team's collective creativity.
Ideal Service Blueprint
Ideal Blueprint: Designed an optimized service blueprint addressing pain points and inefficiencies.