Banking & Insurance
Efficient process digitization for optimized workflows
The Challenge
With a growing customer base and the associated increase in the number of inquiries, it is essential that all internal processes run effectively. That is why our client in the financial sector commissioned us to digitize manual task management. The aim of the project was to develop a customized internal ticket system that supports specific working methods and reduces the workload on the specialist departments.
Our solution
As part of the project, UX prototyping was carried out, which involved the development of an interactive prototype. Both business requirements and user needs were taken into account to ensure an optimal user experience. At the same time, the actual application was further developed and validated. This was done as part of an agile project implementation, in which we applied the Kanban method. The use of Kanban allowed us to respond flexibly to changes and continuously improve the development process by iteratively refining and testing the prototype and the application. This approach enabled the project team to respond efficiently to feedback and continuously optimize the user experience. Taking into account the diverse needs of users, HyPlus developed a central process support system to manage all subtasks and monitor their status. Using established UX methods and working closely with the client, the agile project team designed a user-centric and easy-to-use system.
The result
With the help of the ticket system, employees' workflows have been simplified, allowing them to perform their tasks more efficiently and therefore work more productively. The individual departments can now manage all requests clearly, conveniently and quickly. The goal-oriented and close collaboration quickly delivered a suitable solution that facilitates the daily work of all users.
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