Juristics

Project Date Feb, 2020
Role UX/UI, Prototyping
Client Nedbank

The Juristic Project had a goal of providing Nedbank's juristic clients with better access to its products and services. It had over 170 members, which included staff and consultants, divided into seven teams dedicated to delivering solutions for juristic clients. Additionally, there were Nedbank frontline staff who interacted with the clients.

Retail Relation Banking (RRB)

The Retail Relation Banking (RRB) team's main focus was to provide enterprise clients with current accounts. They offered self-service and staff-assisted onboarding processes for Nedbank's current account products.

The team, played a crucial role in enabling clients to access additional products such as overdrafts, credits, loans, and more through their current accounts. They had to ensure that the migration from the legacy to the new system was user-friendly, quick, and effective.

I was responsible for transforming business requirements into screen designs using the 5 design stages. The RRB team followed a similar process to the agile method used in the Staff Servicing project. We held daily stand-ups, updated the boards, and resolved any obstacles team members may have encountered.

To improve collaboration within the team and reduce the need for constant follow-ups, I initiated co-designing sessions. These sessions allowed us to address technical, business or design-related questions in real time. Key stakeholders were also invited to these sessions to provide their input and review the front-end screen designs, which gave them a comprehensive understanding of the end-to-end process.

Credit

The credit team was solely responsible for providing credit products, services, and solutions. They catered to Nedbank staff who interacted with clients interested in taking up a Nedbank credit product. Similar to the RRB team, the credit team aimed to migrate from the legacy system to a new one, with the goal of reducing the processing time required to onboard a client and have everything ready for them.

When I joined the team, I collaborated with a design lead to fulfil business requirements and create design screens. We held design catch-up sessions to keep track of design requirements and discuss any new ideas for the new system.

During my tenure at Nedbank, I had the opportunity to work on various projects and teams, including an offshore development team from India. We had daily stand-up calls that involved the offshore team, which allowed us to co-design with technical leads remotely.

We also held showcase meetings where both the South African and Indian teams were taken through the designed solution, providing team members a chance raise any foreseeable concerns. Overall, this experience was a valuable learning opportunity for me.