blog.1.image

How to make digital transformation to improve financial management processes in the public sector

  • Ministry of Treasury
  • Where: Argentina
  • Public Sector
  • Website

About my role and impact

In 2019, I led a digital transformation project that motivated employees to recognize the importance of implementing UX practices in the Ministry for renewing the financial systems. As a result, I contributed to developing and enhancing a payment system called "UEPEX", which is crucial for managing the budget, finances, and accounting in the public sector.

Image voting

What is UEPEX?

UEPEX is a financial software created in 2004. The objective is to execute external loans, for specific programmes or projects in Argentina.

About UEPEX

The UEPEX helpdesk, had increased incidents by 60% in 2018 due to usability issues and learning curve during onboarding.

About the organisation

All teams must adopt agile, people-centric processes to innovate and build efficient products. The testing and analyst team used outdated methodologies, lacked service design and UX skills, leading to blockages.

Objectives

  • Involve functional analysts in the subject of user experience and new functional methodologies
  • Define reasons to focus on user needs
  • Acquire skills in user research techniques
  • Understand the importance and benefits of forming an interdisciplinary team and working collaboratively
  • Demonstrate prototyping skills and develop the ability to test the usability
  • Understand the importance of measuring the KPI

Business Objectives

  • Achieve consensus between the parties to determine long-term vision and purpose (Three years)
  • Find, understand, justify and propose the value and benefits proposal.
  • Investigate the risks and possible opportunities
  • Determine a strategy to carry out the objective
  • Try to identify tactics for the development of the final product
system screen
system screen part 2
system screen part 3
The actual software
1

Introduction Service Design

Understand the needs and opportunities that the project will offer us. Think about the vision of the product together.

Exercises: How to define the brand Vision 5 -Year Roadmap

Image voting
The vision
team
2

Understands the user

Objectives:
  • To identify PATTERNS OF CONDUCT
  • Understand your motivations, interests, pain points
  • Similar points in habits, product requirements, preference and goals

Role Playing in order to explain Personas. Exercise Personas based on users proposed (previously we did a research with the analyst). Customer Journey Exercise

schedule
image process
team listening the class
doing personas
customer Journey
image emotions
Personas example
Personas and customer Journey
Personas Alta
3

Service Blueprint

blueprint explanation
team doing blueprint
team doing blueprint
team doing blueprint
team doing blueprint
team doing blueprint
4

Business Canvas

doing the canvas
other canvas example
canvas whiteboard
Business model canvas
Merge two canvas

Contact me and tell me what you need :)

Icon