Information Architecture | For banking processes
Problem: Understanding how to efficiently structure and organize information within Microsoft Dynamics 365 and Sales Customer tools is essential for redesigning an enterprise-wide CRM system.
Approach: Mapped out the IA for the processes and tasks performed by bankers, accompanied by an educational component to explain IA’s role in enhancing system understanding and capabilities.
Solution:
IA Mapping: Established a comprehensive view of how information pieces fit together, specifically for Home and Small Business lending.
PCRM and BCRM Alignment: Ensured that the Process Component Reference Model aligns with the Business Component Reference Model to identify capability gaps at the task level.
Functional Analysis: Extracted functionality into processes, activities, tasks, and buttons, allowing for a complete landscape view of tasks, including redundant ones that could be eliminated in future designs.
Impact: Through banker interviews, identified current state gaps and potential future iterations, enabling the design of streamlined solutions that reduce noise and duplication in task management. High-fidelity prototyping and testing will be showcased in subsequent projects.
(Further details and high-level views are available in my portfolio.)
