AIB Business Digital Transformation Project 2018
As the AIB Business website was the oldest of the 17 sites under my remit as UX Lead, built in 2015, it required a complete overhaul. Due to personas never being considered in the initial design, there was a very cluttered and confusing website with a ton of product offering but with a lot of bank speak and all forms in PDF format which had to be printed, scanned and sent via email.
Outline of project goals and deliverables:
Create a mobile first, best in class business banking website.
Replace all content with non bank speak tone of voice.
Only offer products and articles based on customer segmentation.
Retain search rankings.
Improve all customer / user journeys by in-depth research and wire framing and testing.
My role was to lead the UX/UI team with all design frameworks (8pt grid system), structure and educate the team, define all roles & responsibilities, work with the scrum master and BA to break out all user stories, epics and deliverables per sprint (fortnightly).
Research Phase
Personas
Based on the interviews/workshop we set up three personas per category (Startup, Retain, Grow). We referred to them throughout the entire product development process.
While developing the personas we did a lot of existing SME customer research, involved product owners and stakeholders. I also engages with a research agency who provided a lot of industry research findings.
I worked with my team to provide as much information about each of the personas (demographics, problems, motivations, needs, frustrations, etc) as possible.
The product and dev teams were engaged along the process so they were kept in the loop regarding design direction and strategy.
The persona research was key to steering the user journeys and design output.

Customer Journeys
In order to get to know each personas behaviour better, we created Customer Journey Maps.
Process
Based on the frustration, pain points and needs of each persona I facilitated workshops brought each company (on-site with SME's) through the current site and noted all issues to help ascertain the happy path for each persona/customer segment.
The main touch points, where the user contacted with the service, we noted and fed into wireframe design and flows.
All pain points for the user were recorded during the use of the service and also drove UX output.
A much more streamlined user experience was designed with improved functions and solutions to provide a more user centric product.
Interviews
At the discovery phase of the project, we conducted user interviews in order to get a better understanding of the problems and needs.
Four SME's from each sector were interviewed (Startup, Small, Growth, Medium)
The main insights we got from the interviews were very focused on the customers needs and frustrations with the current experience and services.

UX Whiteboard Sessions provide the team a channel and voice to propose new ideas, work out pain points and engage with stakeholders and development early on.
Journey Map (Startup Segment - Business Account Opening)



Project learnings
This project had a lot of stakeholders, research sources, on-site customer testing with SME's to get real frustrations and needs from the businesses. This really helped develop a clear understanding of the project deliverables, pain points and goals.
Project Challenges
Coordination of over 50 stakeholders was a challenge and gaining true feedback from customers was time consuming. Also working with a research agency had its challenges to get them to ask the right questions to provide both quantitative and qualitative research findings.
Persona based Menu System

Key Takeaways
Customer testing and market research is everything and revealed so much more that we had expected, helped clarify assumptions, highlight pain points and deliver a truly focused deliverables roadmap.
The final designs provided the development team with a clear, tested set of templates, components, flows and modularity to use across future components, templates and pages, due to the now standardised 8pt grid system which enables the entire design system to work across all devices and screen sizes.

Outcomes
Much improved user journeys per persona (business type) due to a personalised menu system.
Reduction in registration fall off and abandoning the flows.
20% lift in new business signups.