Evolving user requirements

With the initial goal of identifying client and leads for transfer pricing work, Opportunity Mining (v1) was rolled out. However, users found their work processes to be changing and this caused a slight shift in the use case and purpose of this application over a span of 2 years.

This initiated a rediscovery of solutions to fix this problem, ultimately ending in a dashboard system which allowed users a better way of identifying leads and assigning them to their teams, all while keeping track of progress.

Role

User Experience Designer
Co-Product Owner*

Version

2.0 / Live

Timeline

2023 - 2025 Ongoing

Team Members

1 User Experience Designer
1 User Interface Designer
1 Product Owner
1 Data Analyst
Development Engineering Team
2 Champions

Keywords

Discovery
Transformation
Redesign
Dashboard
Stakeholders
Prioritization
Business

Metrics

OM has only recently been rolled out and while we are still gathering data, we do hope the usage of the application will increase as compared to 1.0 where it was barely being used.

84.65%

of records actioned by managers, from 33.58%

2 months

Of cost and development savings

The workflow that got more complicated and needed many rounds of refinement with users
PowerBI dashboard that users had access to, which funneled into the final dashboard design
Our Dashboard mockups
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