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The brief
As part of a major group change programme, Schroders needed someone to bring user-centred design thinking into the development of a new client onboarding system. Not as an outside agency doing a project - but embedded within their teams, working alongside business analysts, developers and senior stakeholders every day.
Jilly, Bravand's MD - an expert UX and systems designer - took on the role - working on-site at Schroders three days a week for six months.
What we did
The scope covered three interconnected digital tools forming an innovative, data-led, semi-automated client lifecycle management system. Jilly's work across the engagement included:
- Stakeholder interviews and requirements gathering
- Persona creation for key internal user types across staff, teams and departments
- Information architecture design, detailed user journey mapping and wireframing of priority features across two programme increments
- User interviews and the introduction of a weekly user testing lab programme
- Testing and sign-off of new features and stories
Why this model works
Embedding a senior designer within a client's team - rather than working at arm's length - means design thinking gets applied at the right moment, not after decisions have already been made. For a project of this complexity, with multiple interdependent tools and a wide range of internal users, that proximity made all the difference.
Need design expertise embedded within your team?
This is one of our favourite ways to work. Talk to the Bravand team about how an embedded model could work for your project.
The team
