We were a team consisting of a project manager, a business analyst, a back-office architect, a front-end developer, and myself. To qualify the needs of the business and the users, we had a referent (Product Owner) at the clients who participated in all the design and development phases. These phases were based on the Agile methodology, therefore in the form of sprints. I was the most involved during sprint 0, like during the workshops and the design of the screens. The following case study shows the work done during this sprint 0.
Atlanti is a private financial company in Geneva that enjoys a very good reputation with its clients. Like many companies in French-speaking Switzerland, it works to ensure that its clients remain loyal and feel well taken care of. Not having a strong presence or management tools accessible to their clients, they could not meet the requirements and needs of their younger and more connected clients.
We approached this project in several phases. First, we spoke with experts from Atlanti to understand the challenges of their business. What was interesting to see was that their most important need was to be able to reassure their clients about their investments. Beyond maintaining an account and following the investment fund market, Atlanti's experts advise each of their clients on an investment that suits them. It is therefore important to be able to see this data in the application, which is also in line with Atlanti's DNA, which advocates transparent investments.
In a second step, we were able to draw up an inventory of the expected functionalities and to realize workshops to refine them. In a logic of co-creation and to confront our ideas we invited potential clients to come to a second workshop.
The user paths we collected during the workshop phase were central to the design phase.
We used them to create the first wireframes and validate the functional specifications.
To make this validation process as simple as possible, we created a prototype directly on a smartphone using tools like Adobe XD or Figma.
To maintain consistency with the client's identity when designing digital products, it was essential to understand how the brand elements would be applied.
For this reason, we worked with the client's art direction led to establish a list of rules regarding the use of color, typography, and imagery.
The design choices were the result of research conducted at the client's office to capture the brand's DNA. For this reason, we chose to go with a track that reflects the glassy, woody, and luxurious interiors of a thriving company.
The models were created on Adobe XD following the guidelines and specificity of mobile platforms (devices).
We chose to push an atomic* approach during the design so all the elements (colors, shapes, typography etc..) are connected and form modular components and easy to modify whether in the design tool or in development for new versions.
*”Atomic design” is a product design methodology. See Brad Frost's book "Atomic design". Brad Frost “Atomic design”
We went through several phases of validation of the model thanks to interactive prototypes. These phases were divided into functionalities and user paths and allowed us to have functionalities ready for development during the design phase and to have a clear "Definition of ready".
The combination of Agile methodology and “Atomic Design” allowed us to create an efficient, fast, intuitive application for Atlanti's internal users and their customers. Beyond user satisfaction, our client can approach innovation with more confidence by having a robust foundation and focused processes.
La combinaison de la méthodologie Agile et de l’Atomic design a permis de créer une application efficiente, rapide, intuitive pour les utilisateurs internes d’Atlanti et de leurs clients. Au-delà de la satisfaction utilisateur, notre client peut aborder les innovation avec plus de confiance en ayant une fondation robuste et des processus cadrés.
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