Financial Services Co

Venture Discovery, Validation & Design

Problem Space

How might ‘Financial Services Co’ capitalize on large B2B opportunity space in the payment eco-system in order to diversify their business reach?

Objective

Find, validate and incubate the first in a series new innovation ventures for Financial Services Co to test in the market

Team & Timeframe

Across a six month time frame, my responsibility was to lead the experience design workstream (incl. user research, digital experience strategy, and design execution) as well as manage mirrored client relationship.

Key Activities

• Executive workshop

• Exploratory Global User Research 

• Ideation workshop, 40 Person remote sessions

• Cross functional team concepts development

• Qualitative and quantitative concept testing

• Value driven prioritization of single concept

• Solutioning workshop

• Experience Design Development and Technology collaboration

• Usability Testing

• Executive pitch including video explainer

Solution

Meet TimeTarget, a B2B recommendation engine that helps buyers and suppliers find the best fit relationships.

Outcomes

• Next 6 month investment made by newly created Innovation Board

• Successful capability transfer to client teams empowered to drive organization change, demonstrated by additional venture started in parallel

• Delivered Innovation Playbook to client for repeat capabilities

• Achieved delivery of validated designs within six month timeframe for MVP development kick off

• Effort led to additional client work
  

Thank you!