Finance Process Mapping
Defining and aligning around the finance analysts user journey - A current state analysis
As a credit card, bank and auto loan company, Capital One has to comply with strict regulatory requirements and accounting processes in order to be well managed.
The financial process starts with the recording of transactions, the month-end close, and ends with forecasting.
All of these processes involve accountants, financial analysts, process managers, PMs, etc. As Capital One was modernizing the ERP, the foundational financial software used for all these processes, there was a need to understand the current JTBD in order to define a future state that is human-centered.
Role
Team
- 1 Director PM
- 1 UX Designer
- 15+ Teams
Time
skills
Impact
- Led 15 interviews with accounting teams, and consolidated 60+ resources, SOPs and into storyboard deck and interactive visual mapping
- VP Finance leadership and directors across ERP leveraged mapping for road mapping discussions and product alignment; influenced long-term ERP modernization efforts
Discover
Objective: Get executive level buy-in on the initiative, understand scope of work and being pre-work
Contribution: Drafted problem statement/pitch deck, identified relevant partner SMEs, road mapped initiative milestones and built out template for discussions
Result: Met with VP of finance, approved workstream initiative and defined scope with PM director. Kicked off research conversations
Define
Objective: Collect existing resources and data from the major functional areas across finance and align them to a standard framework
Contribution: Interviewed 15 teams/leaders to better understand their domains, the user process they oversee and the various tools/platforms utilized. Included a series of 1:1s and team conversations
Result: Collected 80+ documents from finance teams into whiteboard to begin drafting early mapping and formulate insights based on observations
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Design
Objective: Sort through documentation and refine to relevant UX information based on original scope and levels of zoom framework
Contribution: Worked extensively solo and with partners to summarize, validate and document over 30 teams, 40 tools and platforms, and user archetypes into a preliminary mapping
Result: Translated whiteboard into foundational service blueprint style document to inform the visual and presentation deck
Synthesize
Objective: Translate collected information into interactive visual prototype that leadership could leverage for planning and discussions
Contribution: Mentored and delegated to junior designer visual approach of mapping. Provided feedback during numerous iterations and separately worked on analog presentation deck for SLT
Result: Refined mapping was shared to MVP of design org, receiving positive feedback on the execution and craft
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Deliver
Objective: Present the interactive current state, end-to-end user journey in a clear and concise way, with actionable recommendations
Contribution: Delivered and presented final mapping to SLT. Created agenda for workshops. Mentored junior designer to present work effectively to leaders
Result: Provided VP leader with 5 strategic UX insights and design recommendations, and next steps. I led 2 Director+ workshops to plan future state roadmaps
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