Client: Silicon Valley Bank
My role: Lead UX/UI Designer
As the lead UX/UI designer on the MSF Playbook, I implemented a testing/iteration driven approach. We validated the IA hierarchy with constant input from super users, and established the user experience, from wireframes to prototypes, in step with the rest of the team and core stakeholders. I am proud to have facilitated workshops throughout the process and played a key role in the overall UX process, as well as the final implementation.
Team Players:
Agile Project Manager
Product Owner
Scrum Master
Lead UX/UI Design
Technical writer
Agile Coaches
Angular Developer
Client: Silicon Valley Bank
My role: Lead UX/UI Designer
As the lead UX/UI designer on the MSF Playbook, I implemented a testing/iteration driven approach. We validated the IA hierarchy with constant input from super users, and established the user experience, from wireframes to prototypes, in step with the rest of the team and core stakeholders. I am proud to have facilitated workshops throughout the process and played a key role in the overall UX process, as well as the final implementation.
This playbook is intended to provide the structure and frameworks to operate an SVB team using Modern Delivery processes and practices. The playbook incorporates Modern Delivery’s latest thinking on delivery principles, and outlines an 80/20 answer for most situations. It is an internal source to become more educated and informed about Modern Solutions Framework practices and to serve as a starting point for conversations about successful solution delivery.
How can an information-heavy website intuitively guide users to what they need in the fewest possible steps? Browsing IBM Cloud Pak Playbook, Material Design, or Shopify Polaris may help uncover the storytelling elements that inspired MSF Playbook.
I started the project by building an Information Architecture (IA) "skeleton" centered around e-commerce thinking while facilitating workshops to drive iteration and move toward the prototyping phase. Workshops with the Agile Delivery Leadership Team and key SVB stakeholders ensured validation at each step.
There are a few important questions I consider before facilitating a workshop:
Who are the participants? For each, what is their domain, responsibilities, expertise, and skillsets? Do I know anything about their personality and how they interact with others?
What is the goal of the workshop?
What is the best workshop design to ensure the goal is achieved?
Agile Delivery Leadership Team Workshop:
Facilitator: Jing Zhao
# of Participants: 4
Goals of the workshop:
Find out how we expect to see the MSF information grouped in the Playbook
Collect as many assumptions as we can about the potential structure.
Main working session:
What will the main category cards be?
wahy will the subcategory cards be?
Talk through ideas
Consolidation & Key takeaways
Mural Link here
Client Leadership Team Workshop:
Facilitator: Jing Zhao
# of Participants: 6
Goals of the workshop:
Find out how we expect to see the MSF information grouped in the Playbook
Collect assumptions from the client leadership group as many as we can about the potential structure.
Main working session:
Validation with stakeholders
What will the main category cards be?
What will the subcategory cards be?
Talk through ideas
Consolidation & Key takeaways
Mural Link here
Duration: 20 - 30 minutes/participant
Number of participants: 5-8
Ideal Participant
Participants will likely use the MSF Playbook in the future
Different roles and leadership
Format: 1-to-1 video calls
Facilitator: Jing Zhao
Oversight: Chinmoy B
Preview link
Goal:
Make sure our super users are able to find certain items by interacting with MSF Playbook navigation.
Gathering feedback for future iterations.
Note: All participants will answer the same questions/do the same tasks.
Ideal completion date: 06/26/2020
Tasks
You want to find out what MSF Playbook is. How would you do that?
Follow -up questions:
Are there any other subcategories that you expect to see under “What is MSF Playbook”
How do you feel about the structure of “Introduction”?
Does the Introduction cover everything that you would expect?
You want to learn about the Agile process in-depth. How would you find it?
Follow -up questions:
Are you happy with these 2 view options?
Only agile and waterfall ok? - Yes
If you are a Product Manager, how would you find what skills you need in Agile?
Follow-up questions:
Is that how you expected to find it?
You want to find training materials associated with MSF. What will you do?
Follow-up questions:
Do you have any feedback on the heading names?
Is “MSF Library” the right name?
What resources would you expect to find under “MSF Library”?
As a regular user of the MSF playbook, you may occasionally have some feedback. Can you find where to send that feedback?
Follow-up questions:
Do you have any feedback now about the MSF Playbook overall?
Do you any feedback about this exercise?
Ending
We’ve collected and validated the “skeleton” (IA) of the Playbook. Next, let’s make sure the content is well-structured and the language is easy to understand.
First, make sure we have the design prototypes ready.
Second, let’s dive deep in a collaborative way - in Mural board : )
The UX content strategy workshop allows for real-time feedback around completed prototypes and helps the team visualize product features.
There are 123 hi-fi screens that have been created with the latest content from me. Please review full prototypes here
After this project is done, I received a full 5 start review from my Capco Leadership, also I so proud of our key stakeholder satisfaction of how my deliverable implemented.