Projects
Many of my projects involve client confidentiality and sensitive data. However, to provide a general idea, I can share some insights into the process and discuss the briefing and solution presented. If you'd like to learn more about any specific project, feel free to send me a message, and we can chat further, OK?
Briefing
Our client is a financial cooperative. Based on the business rules, they sought to understand the profiles that participated and did not participate in the Accountability Meetings, whether virtual or face-to-face.
Thus, they asked the project team to develop a journey with improvements in the points of communication based on the insights gained from the members, as well as a mapping of short and medium-term digital solutions.
Main Obstacles
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Team Change (there were many internal changes, when the project was picked up by my team, it had already started and the documentation and planning were confused by these movements);
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Resistance from other internal areas of the client (some areas were resistant to collaborating because they saw our work as a "criticism" of what they had done up to that point in the meetings).
Solution and Deliverables
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We realigned the project objectives internally and with the client's team: debriefing needs and documented information gathered so far were shared.
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Aiming at the project's objective of understanding the cooperative member's journey in relation to the assemblies and seeking to propose more assertive solutions, we conducted qualitative interviews with participating and non-participating cooperative members.
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From the interviews, we extracted and grouped common topics among the speeches that brought perceptions and feelings, pain and insights for improvements.
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Based on the results of the interviews and the internal exchange with another project of the same client, we segmented two behavioral profiles (participants and non-participants) and their journey. We also organize the information and insights into Job Stories, pointing out the successful assumptions to address user needs.
Tools Used
Miro
Figma
Google Slides
Google Meet
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Microsoft Teams
Attachments
