Dynamics 365 | Design Report
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.
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
banker workbench
banking
crm
customer profiles
d365
design report
dynamics 365
microsoft
powerpoints
reports
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Posted on
May 10, 2024
More by Vanessa Bodo View profile
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