Capital One's wealth management team was struggling to launch. There wasn't an overarching understanding of all the moving parts between calendaring with Wealth Managers, backend infrastructure, and design requirements.
I worked with my design team to create a single diagram outlining all the steps of the service experience, while tying in the underlying components needed to actually build the thing.
The diagram illustrated a clear line between what the user would experience and all the underlying parts needed to make that experience a reality:
While also coordinating work to be done across design, development, wealth manangement, and content:
In the end, we had a living document that not only had the current state of tasks to be done, but also gave all the teams a central source of truth and reference point:
