orion

senior xd director & strategist //

fin-tech advisor platform

A leading fin-tech provider aimed to modernize its decade-old advisor SaaS platform.  

my role

XD & Strategy Lead

goals

The client wanted to enhance the user experience and streamline the implementation of future iterations by utilizing a global design system. They also wanted to employ AI/ML to enable greater automation.

problems

The existing advisor platform faced significant inefficiencies and disconnected segments. Additionally, the user experience fell short of industry standards, affecting customer performance, retention, and acquisition. Moreover, the client was unhappy with the lack of progress. The project lacked vision and a clear strategy. The client team was in a state of churn which, in turn, stifled the design team's ability to get buy-in and move forward.

approach / process / solutions

Upon joining the project as Director, I formulated a comprehensive strategy to:

Set the Stage: Develop an agreed-upon vision and strategy. Conduct in-depth analysis and engage stakeholders for buy-in, ensuring alignment with the company's goals. Craft a strategic roadmap with clear and established OKRs and KPIs, detailing specific milestones and deliverables.

Get Tactical: Implement agile methodologies and introduce rapid workshopping methods to streamline workflows and approvals from the C-Suite. Foster cross-departmental collaboration to ensure cohesive execution and alignment with defined objectives.

Optimize the Process: Identify bottlenecks and redundancies within the project life cycle. Introduce optimized workflows, reduce bureaucratic hurdles, and accelerate the decision-making process.

Power Up the Team: Cultivate a culture of innovative groupthink and agility within the team, fostering creativity and empowering individuals to take ownership of their tasks. Promote a mindset shift towards rapid iteration and continuous improvement.

results

Upon joining the project as Director, I formulated a comprehensive strategy to:

Set the Stage: Develop an agreed-upon vision and strategy. Conduct in-depth analysis and engage stakeholders for buy-in, ensuring alignment with the company's goals. Craft a strategic roadmap with clear and established OKRs and KPIs, detailing specific milestones and deliverables.

Get Tactical: Implement agile methodologies and introduce rapid workshopping methods to streamline workflows and approvals from the c-suite. Fostere cross-departmental collaboration to ensure cohesive execution and alignment with defined objectives.

Optimize the Process: Identify bottlenecks and redundancies within the project life cycle. Introduce optimized workflows, reduce bureaucratic hurdles, and accelerate the decision-making process.

odmi

The Orion Design Maturity initiative

my role

XD & Strategy Lead

goals

The client wanted to enhance the user experience and streamline the implementation of future iterations by utilizing a global design system. They also wanted to employ AI/ML to enable greater automation.

problems

The existing advisor platform faced significant inefficiencies and disconnected segments. Additionally, the user experience fell short of industry standards, affecting customer performance, retention, and acquisition. Moreover, the client was unhappy with the lack of progress. The project lacked vision and a clear strategy. The client team was in a state of churn which, in turn, stifled the design team's ability to get buy-in and move forward.

approach / process / solutions

Upon joining the project as Director, I formulated a comprehensive strategy to:

Set the Stage: Develop an agreed-upon vision and strategy. Conduct in-depth analysis and engage stakeholders for buy-in, ensuring alignment with the company's goals. Craft a strategic roadmap with clear and established OKRs and KPIs, detailing specific milestones and deliverables.

Get Tactical: Implement agile methodologies and introduce rapid workshopping methods to streamline workflows and approvals from the C-Suite. Foster cross-departmental collaboration to ensure cohesive execution and alignment with defined objectives.

Optimize the Process: Identify bottlenecks and redundancies within the project life cycle. Introduce optimized workflows, reduce bureaucratic hurdles, and accelerate the decision-making process.

Power Up the Team: Cultivate a culture of innovative groupthink and agility within the team, fostering creativity and empowering individuals to take ownership of their tasks. Promote a mindset shift towards rapid iteration and continuous improvement.

results

Upon joining the project as Director, I formulated a comprehensive strategy to:

Set the Stage: Develop an agreed-upon vision and strategy. Conduct in-depth analysis and engage stakeholders for buy-in, ensuring alignment with the company's goals. Craft a strategic roadmap with clear and established OKRs and KPIs, detailing specific milestones and deliverables.

Get Tactical: Implement agile methodologies and introduce rapid workshopping methods to streamline workflows and approvals from the c-suite. Fostere cross-departmental collaboration to ensure cohesive execution and alignment with defined objectives.

Optimize the Process: Identify bottlenecks and redundancies within the project life cycle. Introduce optimized workflows, reduce bureaucratic hurdles, and accelerate the decision-making process.

resume

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