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By Imon Rashid
November 8, 2024.
(All Rights Reserved)
In` today's rapidly evolving digital landscape, financial institutions must continually enhance their online platforms to meet customer expectations and maintain a competitive edge. Recognizing this imperative, our bank is embarking on a comprehensive project to upgrade the user interface (UI) of online banking application. The primary objectives of this initiative are twofold:
Enhance User Experience: Simplify and streamline the online banking process to ensure customers find it intuitive and efficient.
Promote Products: Integrate and highlight offerings such as Certificates of Deposit (CDs) and other investment options, encouraging customers to explore and utilize these services.
To achieve these goals, it is essential to gather detailed requirements from all relevant stakeholders. This includes external users (bank customers), internal users (bank employees and line managers), system administrators, application owners or managers, and higher management. By engaging each group through targeted questionnaires, we aim to collect valuable insights that will inform the design and functionality of the upgraded UI, ensuring it aligns with user needs and business objectives
To effectively upgrade the user interface (UI) of the banking application, it's essential to gather comprehensive requirements from all relevant stakeholders. This ensures that the redesigned UI not only enhances user experience but also aligns with business objectives and operational needs. Below are tailored questionnaires for each stakeholder group, designed to elicit valuable insights for the project. Some of the Depending on the project type, need, and circumstances there may not be a interview certain stakeholders
Very Important: Always send the questionnaire prior to the
1. External Users (Bank Customers)
Objective: Understand customer experiences, challenges, and preferences to improve usability and promote investment products.
2. Internal Users
a. Bank Employees
Objective: Collect insights on operational challenges, workflow efficiency, and customer interactions.
b. Line Managers
Objective: Understand managerial perspectives on team performance, customer satisfaction, and system effectiveness.
3. System Administrators
Objective: Understand technical challenges, system performance, and security considerations.
4. Application Owners or Managers or PoC
Objective: Align UI enhancements with business goals, user engagement, and product offerings.
5. Higher Management
Objective: Ensure the UI upgrade aligns with strategic vision, compliance, and overall customer satisfaction.
