Transforming the way relationship managers work at BBVA.

Transforming the way relationship managers work at BBVA.

Transforming the way relationship managers work at BBVA.

Transforming the way relationship managers work at BBVA.

Digital Workplace

Digital Workplace

Digital Workplace

Digital Workplace

Digital Workplace

Providing bank managers an easier and more seameless way of delivering their day to day activities through a new digital product. 

Improving the service and digital product of a home improvement and gardening retailer

Improving the service and digital product of a home improvement and gardening retailer

Providing bank managers an easier and more seameless way of delivering their day to day activities through a new digital product. 

February 2018 - December 2019

Project start date: February 2018 - December 2019

Salesforce

Client: BBVA Enterprise Global

Client: BBVA Enterprise Global

Location: Madrid, Spain.

Location: Madrid, Spain.

My Roles: During this project I adopted the roles of design strategist, service designer and ux designer while I participated in conceptualization, problem-solving, decision making, user-understanding, idea-tangibilization, design-documentation and workshop-facilitation tasks; all whilst having the opportunity to learn from a great design lead with an extense background in both agency and on-site client projects. 

My Roles: During this project I adopted the roles of design strategist, service designer and ux designer while I participated in conceptualization, problem-solving, decision making, user-understanding, idea-tangibilization, design-documentation and workshop-facilitation tasks; all whilst having the opportunity to learn from a great design lead with an extense background in both agency and on-site client projects. 

giphy-evolution of desk

This project involved taking the AS IS work processes, re-thinking them through, and designing them for the new digital workplace with improved functionalities.

"We maintain the relationship between companies and the bank; we are the go-to person and the common denominator between the customer's needs and the solutions offered by the bank."

"We maintain the relationship between companies and the bank; we are the go-to person and the common denominator between the customer's needs and the solutions offered by the bank."

"We maintain the relationship between companies and the bank; we are the go-to person and the common denominator between the customer's needs and the solutions offered by the bank."

"We maintain the relationship between companies and the bank; we are the go-to person and the common denominator between the customer's needs and the solutions offered by the bank."

- Relationship Manager

- Relationship Managers

Salesforce-Communities_blog-header

This project was done using Salesforce as the CMS

Family of Lightning

During the design phase, we used Salesforce lightning components.

During the design phase, we used Salesforce lightning components.

workshop

Prototyping a service with storyboards during a workshop

sofia santos

During a workshop with some of the banks "back-stage" actors.

sofia santos workshop facilitation

During a workshop with corporate Investment bankers

jason-coudriet-eQux_nmDew0-unsplash

UX Sketching 

This project was an amazing professional experience. It's "globality" gave me the opportunity to coordinate with teamates in México, Colombia, USA and Perú; but more importantly, design research provided me with insight as to how business is done and the particularities of each country. The tasks were very challenging, but when an objective was completed, it was also very rewarding.

This project was an amazing professional experience. It's "globality" gave me the opportunity to coordinate with teamates in México, Colombia, USA and Perú; but more importantly, design research provided me with insight as to how business is done and the particularities of each country. The tasks were very challenging, but when an objective was completed, it was also very rewarding.

This project was an amazing professional experience. It's "globality" gave me the opportunity to coordinate with teamates in México, Colombia, USA and Perú; but more importantly, design research provided me with insight as to how business is done and the particularities of each country. The tasks were very challenging, but when an objective was completed, it was also very rewarding.

This project was an amazing professional experience. It's "globality" gave me the opportunity to coordinate with teamates in México, Colombia, USA and Perú; but more importantly, design research provided me with insight as to how business is done and the particularities of each country. The tasks were very challenging, but when an objective was completed, it was also very rewarding.

This project was an amazing professional experience. It's "globality" gave me the opportunity to coordinate with teamates in México, Colombia, USA and Perú; but more importantly, design research provided me with insight as to how business is done and the particularities of each country. The tasks were very challenging, but when an objective was completed, it was also very rewarding.

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Copyright Sofía Santos 2020