BNY Mellon Payments
Within BNY Mellon there are several different client portals and some of these portals have the same type of payment services. Our ultimate goal was to bring all of these portals together into one. This project had many different stakeholders from different, siloed parts of the company.
Methods
Stakeholder workshops
Client contextual inquiry
Prototyping
Usability testing
Collaboration with developers
stakeholder workshops gather knowledge and set expectations.
We needed to develop a better understanding of the problem space. In order to gain domain knowledge and the perspective of our numerous stakeholders I conducted 5 workshops in which we identified:
Proto-personas
Proto-user journeys
Issues and opportunities
Contextual Inquiry deepens our knowledge of our users.
Now that we had a better idea of what our stakeholders thought, we needed to find out how our users were actually using the different portals.
I conducted contextual inquiry sessions with 11 different users in their workplaces. I gained insight on how our clients used our current systems and how they fit into their workflows. I also used these insights to refine the proto-personas and journeys we identified in the stakeholder workshop.
Prototyping and Usability testing confirm our ideas.
I created sketches of future designs based on my insights from the workshops and contextual inquiry sessions. Through stakeholder feedback and design critique sessions, I refined my designs and created a high fidelity prototype. I conducted usability testing with users from contextual inquiry sessions and tweaked the prototype based on the results.