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Customer Document Management

An  international oil and gas giant, was reimagining its brand and processes. One of the pivotal sector was management of documents which could be enhanced and improved with digitisation.

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PROJECT MISSION  

 

An opportunity to define and implement a global, simplified and standardised customer document management solution across the Commercial Aviation and General Aviation customer lifecycle - from the point of on-boarding towards contract

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MY ROLE  

 

I was involved in this project since the beginning, driving the entire discussion with client and create an array of possibilities with a  roadmap vision to be adopted. templates for the editors. Later on, I led the effort to implement first phase of the MVP and coordinating the end user training and adoption of the solution.

APPROACH

Discovery 

Worked with the Design Lead to support our client to better understand their users through the facilitation of 5 workshops, 7 user interviews  spanning multiple countries and over 70 client stakeholders.

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PEOPLE

Utilising Generative Research methods to understand different stakeholders.

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PROCESS

Decipher the ecosystem of document with an end to end mapping

TECHNOLOGY

Evaluating systems for operations at present with their limitations

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ALIGN

Defining 

Led the prove phase consisting of 23 user observations sessions with the client and strategic suppliers. I helped to iterate and refine upon scopes and pain points in accordance with user insights that had been discovered.

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EMPHASIS

Develop

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Types of Users/Docs on focus

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Pain Point Prioritisation

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Client Need Statements

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Opportunity Prioritisation

EMPOWER

Delivery

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Need Grouping

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Need vs Technology Comparison

Having signed this piece of work, I led and managed a global teams with the ultimate goal of getting the ‘Conga E-signature’  Platform adopted by ~200 end-users globally. I was responsible for the end-to-end training experience, training materials, change management and user feedback loop.

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To comply with my non-disclosure agreement, I have omitted and obfuscated confidential information in this case study. All information in this case study is my own and does not necessarily reflect the views of IBM.

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CSR Portal Redesign

A wholesale medicine dealer and distributor wants to enhance productivity by reducing the amount of operational time spent by minimising the interface load 

Project 02

PROJECT MISSION  

 

An opportunity to enhanced productivity of Customer Service Representative through interface re-design. by aligining coherent website visual language and reduction of the amount of operational time of non-value-added activities and better  collaboration.

MY ROLE  

 

I was involved in the execution stage of project where the main task was to workout the user flows using the design guidelines of the interface. Along with a senior design leader decoded user requirements and created interface designs for the same. This also involved getting client feedback, creating high fidelity mock ups and also shipping the screens for production. There were backlog sessions as well with development team for execution and quality assessment. 

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Creating the site map gave a broader picture of the screens to designed and the ones where the  requirements were to be consolidated. There were some unique screens which were mostly guided by the design guidelines and the consumer front of the organisation. Site map enabled us to a quick overview of the same.

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Existing design of the  " Nucleus PO" Queue page

Contributed to the delivery of 57 screens till handover after multiple iterations and client feedback sessions.Also assisted the Quality Assessment of the designs post production.

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To comply with my non-disclosure agreement, I have omitted and obfuscated confidential information in this case study. All information in this case study is my own and does not necessarily reflect the views of IBM.

Asset Health Analytics

A wholesale medicine dealer and distributor wants to enhance productivity by reducing the amount of operational time spent by minimising the interface load required to effectively interact with the customer

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Project 03

PROJECT MISSION  

 

This project highlights the capabilities of salesforce Einstein in enabling BP to improve understanding of asset health and performance, based on insights from historical data, to better target maintenance.

MY ROLE  

 

To create easily interpreted storyboards and related low fidelity mock ups encompassing the solution and its value.Being in a multi-disciplinary team the main challenge was to connect all the tech capabilities and associating it with the scenario commonly occurring during unforeseen situation.

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The team generated 12 unique capabilities that the PoC could feasibly demonstrate in Salesforce Einstein, based on our assumptions and discussions with bp.

 

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To comply with my non-disclosure agreement, I have omitted and obfuscated confidential information in this case study. All information in this case study is my own and does not necessarily reflect the views of IBM.

Ravi Benetiz

Project Lead

"Ritu demonstrated true initiative, resilience, commitment to the team's success and expertise in your design craft. she also produced beautiful low fidelity screens, to dive deeper into the scenes in your storyboards. In terms of design, you went above and beyond what was expected or even possible with the inputs that we had and a large proportion of the outputs are yours singlehandedly!"

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Kelsey Adams

Creative Director

"I worked with Ritu on a challenging design engagement filled with complex requirements and various project and technical constraints. Ritu was a key member of the team, maintaining a positive attitude as she helped to complete deliverables quickly. She has proven herself to be both proactive and a critical thinker."

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