This report was a final artefact produced for the banker workbench project after 6 months of Discovery and Design work to design the customer profile using Dynamics 365.

Project included:

Problem Discovery: Emphatising and exploring the needs of bankers and the tools they use.

Problem Definition: Shared understanding of the Banker's problems to be addressed.

Design Ideation: Scenario-based ideation targeted to focused themes.

Concept Development: Design, Test & Iterate prototype.

*full report not included due to confidentiality

3 Phased Approach

Engagement

We spoke to a total of 130 Bankers with various role types, responsibilities and objectives.

We found a lot missing and needing to be fixed across the bank before this would become successful.

Future Considerations Required for Design