DESIGN LEADERSHIP | DESIGN SYSTEMS | DESIGN OPS
MOBILE FIRST | UX STRATEGY | TEAM MANAGEMENT
ROLE
Head of Product Design
TIMELINE
Nov 2021 - Feb 2023
TOOLS
Figma / JIRA / ZeroHeight / StoryBook / Confluence / Loom / Maze / MIRO / Various internal management reporting tools
CLIENT
Sopra Banking Software
*To comply with my non-disclosure agreement, I have omitted and obfuscated confidential information in this case study.
Sopra Banking (a subsidiary of the Sopra Steria Group), embarked on the ambitious journey of developing a Digital Banking Suite (DBS); a low/no-code SaaS platform to empower financial institutions in quickly building customized customer banking experiences. The objective was to both, penetrate high-growth markets and support digital transformational journeys of their prestigious long-term customers such Société Générale, BNP Paribas, La Banque Postale, HSBC, Crédit Agricole, RBS, Hyundai Capital, Bank of China, etc.
Upon joining the org in late 2021, I quickly stepped up to overcome Design maturity challenges that included a low understanding of design's value, insufficient designers, lack of structure, and a technically complex, siloed ecosystem.
“Serving up a suite of financial inclusion + literacy products to the unbanked and underbanked”
Seamless integration for Product & Design quality through every stage
Successfully set up and scaled the Product Design practice
Design raced four entire
sprints ahead of Development
Effectively embedded design into the process, cutting feature discovery and design time by at least 60%
Established Design presence across six global offices
Grew the team from 2 to 10 designers within 8 months
“Modern problems require modern solutions”
- Dave Chappelle
The problems encompassed a range of issues from awareness and resource constraints to organizational structure and the need for strategic design integration. As Head of Product Design for this global business unit, I was tasked with not only addressing these challenges but also with laying the groundwork for a mature, impactful design practice to scale across the entire organization in support of future initiatives.
Our most evident challenge was to keep building out the product while setting up the essential foundation for a Design Practice.
I had to quickly address these primary concerns:
Low understanding of design’s function and value in the org
Not enough designers to handle the pace of work
Lack of structure, ownership and attention to quality throughout the product lifecycle
Technically complex ecosystem and siloed teams with differing workflows
So I set my focus on 3 key areas - People, Process and Performance.
My role was critically positioned as a bridge between the org's earlier attempt at a Central Design team and our Business Unit's (DBS) Product Design Practice.
The goal set in front of me from both sides was clear - Accelerate the path to Design Maturity!
The solution though, was not quite as easy to tease out and it involved careful consideration of tools, processes and people across a vast organization that had to keep the wheels turning and feature mills churning.
After months of gradually finding the right designers to join our nascent team and ensuring that design work was not a bottleneck; I could pinpoint a measured strategy from what had become evident in our day-to-day work and instituted these 4 steps that would evolve with our growing team:
1. [REPAIR
Identify and address customer pain points at an organizational level.
Prioritize fixes, coordinate implementation, and measure results.
2. ELEVATE
Share learnings and output from our design practices
Establish UI style guides as best practices.
Implement metrics to reward design excellence.
3. [OPTIMIZE
Develop UI style guides and a User-Centered Design (UCD) toolkit.
Optimize UX processes and sharpen peer sensitivity to customer experience.
4. [DIFFERENTIATE
Apply advanced research techniques to gain new insights.
Map existing and target customer journeys, identify opportunities alongside the Product Managers.
Drive innovation using an outside-in lens.
Building awareness and the art of noticing and connecting the dots
By consistently working towards the areas above, we were able to effect these high-impact outcomes:
OPERATIONAL ENHANCEMENTS
Instituted a Design Intake process for efficient project initiation.
Introduced Design Kanban and standardized a Figma Review processes to enhance collaboration.
Formalized a Product Design System tied to a coded-component library.
PEOPLE MANAGEMENT & COLLABORATION
Provided a simple framework for PMs to streamline collaboration with designers.
Focused on cross-functional team alignment and mentorship for individual growth.
Infused a culture of asynchronous feedback and collaboration across every function to kill unnecessary meetings.
DESIGN SYSTEM SETUP
Established a robust Design System Governance Model towards a foundation for Centralized Design System to eventually power all Sopra Banking products boosting quality, consistency and coherence.
Versioned React Coded-Components and Native RTL support for all designed components.
TEAM GROWTH
Implemented objectives, KPIs and personal growth plans to foster individual and team development.
Weekly show and tell for Product Designers to help align product understanding and strengthen design rationale.
Refined design team onboarding and rolled out Product Design Governance.
“Working smarter beats working harder”
What everyone wants is not always exactly what the customer needs..
Over the span of about 2 months after I joined the ambitious DBS initiative, I had a fairly good picture of the entire end-to-end process across the eight well staffed product squads. An ongoing challenge was to ensure that new designers were also able to onboard quickly and get productive as soon as possible to help their respective squad.
This led me to create a holistic view of every touchpoint, actor, output and sub process in this chaotic dance that eventually spit out a product feature set.
A season in the Product LifeCycle
Another nagging issue that kept coming up at our Design Team's regular health checks was that PMs didn't have a standardized approach in requesting design work and an alarming lack of clarity about the Product Design Roadmap. The existing method involved combing through a labyrinth of JIRA and Confluence specifications which left the designers feeling extremely overwhelmed, lost and confused.
We had to ensure that the people we were closely collaborating with knew how best to collaborate with us. To mimic the wise words of Jerry Maguire - "Help us help you!"
Always keep your intake clean and clear!
Our initial request to use Notion to manage the Design workstream was not acceptable to the senior stakeholders and so I had to acclimatize and figure out how to get what we needed out of JIRA.
Pairing with the veteran Atlassian suite admin, I was able to resolve any work items that needed design by utilizing the custom tags, advanced search queries and ticket linking capabilities to create a design intake process flow that bolted onto the Product Managers, Owners and tech team's existing workflows.
We further allied with the PMs, POs and Tech leads to get buy-in for this process to eventually roll it out across all eight squads with much success. The result was a Design Kanban to help cut through the backlog; it was easy to manage and helped me and the other managers quickly gather the information we needed at a glance - follow progress, identify the product feature owners and assess any potential risks.
Design Kanban gets it done!
Stay tuned for Part 2
or
Reach out and let's chat about how to solve similar challenges for your project or organization :)
In Part 2 of this Design Journey, I'll share:
How we built up a Design System and connected it with Coded-Components by working closely with the Engineering team.
Structuring our Design assets to be available and clear for anyone to access.
Publishing a Design Handbook to help new team members pick up all they needed and also help other teams understand how we worked.
Ways in which we managed the many folks dispersed across the global offices and encourage async collaboration.
Techniques for Team growth and motivating the design team members to brave a difficult, stressful environment.
Team and Org wins that further boosted positivity towards what we accomplished together.
We got faster..sprint after sprint