Blueprint 🔒
User interview
Data analysis
Research
Information Architecture
Project Details
Main Goal
Helping the team gain clear visibility into the actual needs and opportunities related to the product and its customers. This enables the team to develop a strategic vision and provide better direction for the product backlog.
Challenges
The primary challenges revolved around the ability to gather and organize all the necessary information for a comprehensive understanding of the consortium journey, as well as identifying and addressing all pain points and their respective allocations.
Deliverables
The project entailed constructing an end-to-end financing blueprint. The material is intended to offer a macroscopic view of the product and fintech journey.
Methodology
Process
The project stages were meticulously planned to gather a wealth of information from both partners and internal stakeholders. We conducted numerous structured interviews with all teams involved in the end-to-end process, which were categorized into: Legal, Accreditation, Financial, Training/Quality, Communication/Marketing, Technology and Product, Service, Informational, Commercial.
The findings were then grouped together, processes were identified, and from there, points of failure and associated opportunities were mapped out. The results were organized within the blueprint canvas.

Macro steps
With the clustering of results, we were able to identify six primary stages of the main journey and two derivative stages.

Results
Learnings
The project stages were meticulously planned to gather a wealth of information from both partners and internal stakeholders. We conducted numerous structured interviews with all teams involved in the end-to-end process, which were categorized into: Legal, Accreditation, Financial, Training/Quality, Communication/Marketing, Technology and Product, Service, Informational, Commercial. The findings were then grouped together, processes were identified, and from there, points of failure and associated opportunities were mapped out. The results were organized within the blueprint canvas.
High-Fives
Testimony of the Commercial Director
Excellent material! The opportunities identified are incredibly valuable and align perfectly with the objective of enhancing the relevance of our service for our partners. Fantastic job!
Statement by the Structuring and Performance Manager
Since receiving the blueprint, we've gained insight into our partners' challenges and identified strategic areas for improvement, creating a roadmap that encompasses both technological and business aspects. This comprehensive effort included interviews with all our teams and select partners. Let's align this backlog with our strategy and develop a roadmap for the upcoming year!
Cool Data
Highlight in numbers:
🤘🏻 16 participants
⏳ 1 PBI - 1,5 month - 3 sprints
🦶🏻 11 mapped steps
💡 12 mapped opportunities