Portfolio examples

process map

Challenge:

  • Design requirements were not being surfaced until after design sprints had begun in a SAFe Agile environment


Method:

  • Listening tour


Findings:

  • Identified fragmented internal processes

  • Identified what each team needed at which stage


Actions:

  • Mapped out both the happy path and standard path for current processes


Business Impact:

  • Reduced significant risk by identifying

  • Created opportunity for cross-functional teams to work together

  • Piloted new ways of working

  • Increased transparency

  • Brought the right people together at the right time

  • Reduced organizational risk.

Challenge:

  • New leadership in a cross-functional siloed environment


Method:

  • Deployed an "I wish I knew" (IWIK) survey to stakeholders and leadership


Findings:

  • Identified critical knowledge gaps among key stakeholders


Actions:

  • Created case-study style one page report on studies and facilitated

  • Identified areas of opportunity


Business Impact:

  • More informed decision-making

  • Opened communication between siloed teams

Concept Creation and Validation

Challenge:

  • Processes were not understood by relevant teams


Method:

  • Service design

  • Listening tour

  • Workshop facilitation


Findings:

  • There is no standard sales/onboarding process

  • Identified what each team needed at which stage

  • Synthesized sales team challenges


Actions:

  • Mapped out API sales process

  • Facilitated stakeholder concept strategy

  • Built out 20+ concepts

  • D/F/V scoring with key stakeholders


Business Impact:

  • Documented FAQs that aided Sales teammates, creating standardization

  • Iterated on internal/external tools to aid in sales

Challenge:

  • Understand whether two very different groups of customers need to understand the same information


Method:

  • Card Sort

  • Tree Test

  • Survey


Findings:

  • Non-Technical users had very different understanding of the APIs than technical users


Actions:

  • Created case-study style one page report on studies and facilitated

  • Identified areas of opportunity


Business Impact:

  • Created greater understanding between technical and non-technical users

  • Helped non-technical users better understand which APIs might be most relevant to them

Learning customer needs

More info coming..

Concept Creation and Validation

More info coming..

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