Embracing team efficiency

As a content designer and design ops lead embedded on the global checkout services team at a financial services company, I focused on collaboratively designing solutions in an Agile environment with internal team partners in product design, visual design and research as well as external stakeholders in product, marketing, and legal.


This particular project involved organizing my CX&D team’s documentation and workflow to

increase efficiency, collaboration, and stakeholder awareness

Objectives

My primary objectives included:

• Assessing the team's needs in terms of documenting sprint work, past project artifacts and upcoming initiatives
• Building and leading a working group over a series of months and project phases
• Developing solid information architecture for the team's site
• Socializing and tracking the site so that the team could do its best work and stakeholders could understand the value this team created

Methodology

I led a select working group from the broader CX&D team in a collaborative effort. As project lead I developed all planning and accountability materials, led all working group meetings, developed all planning materials like sitemaps, page wireframes and content models, and also socialized project progress to the team. After project launch, I surveyed stakeholders and socialized the work to ensure tool adoption and success.

Below are a few artifacts from the project:

Outcomes

A few weeks after the Confluence site's launch, I conducted a user survey with the full CX&D team to measure adoption rates. 100% of respondents said they were using the site at least weekly. All respondents also said they would recommend using Confluence and using the team's site to anyone across the organization.

Additionally, I received manager feedback that the project was increasing team efficiency and product partner communication. This project was submitted for an organization-wide design award as an example of how teamwork can make the dream work.