Enabling growth in alternative investments

workshop + rapid prototyping + testing

In a dynamic 5-day design sprint, our cross-functional team created an MVP storefront. We started with stakeholder interviews for alignment, followed by user testing to ensure user-centricity. Through rapid prototyping, we developed a compelling interactive prototype, which was ready to be circulated with internal leadership and external clients.

Client
Global financial tech enterprise in the alternative investments sector

Collaborators

Product sponsors
Product owners
End-users (CEOs, CFOs)

Sprint approach & associated activities

1. Discovery

Product demos, stakeholder interviews, design sprint agenda setting, design sprint draft input development
2. Design

Design sprint, prototype creation, user testing plan, strategy goals and principles for design and architecture, high-level user requirements
3. Development

MVP backlog and priorities, Development sprints, user testing, sign-off and deployment
4. Transition

MVP launch and GTM, proposed post-MVP roadmap priorities/ delivery sprints, recommended go-forward scaling plan (change management training, content governance, etc.)

Rapid prototyping in action

Hand-drawn
Grey box wireframes
Real content added
Testing, listening, iterating
High fidelity prototype

5 day sprint outcomes

Early on, we aligned on overall vision, sprint goals, strategic objectives, and metrics. As we moved through the sprint process, we aligned on MVP high-level business requirements, various end-user personas, and ideal state journeys.

MVP high-level business requirements

[The product] will become the new home base for clients for all entitled product access important product updates and upcoming release information to provide that One Stop Shop experience
As [the company] spins up new Solutions and updates existing ones ad storefront will be built to be consistent across products and easily maintainable by implementing solution templates and modular components
ad storefront will provide key data on user activity web analytics and sentiment A/B Testing multiple feedback mechanisms that will allow for key insights into various ad user segments that were previously untapped
Users will be provided with a tailored view based on their user profile SSO for all entitled products related solution views and access to premium content will be driven by the user