How can we improve system migration?
CLIENT
ANZ FileActive
SITUATION
COBRA, a backend onboarding platform, onboards business users to all their banking products in one place, facilitating a unified experience for business customers. Fileactive, an independent product within the Transactive Global services suite, previously onboarded users via its own portal as well as COBRA. This lack of integration between the products created a risk of duplicated user data, which could result in incorrect information if updates were not made consistently across both platforms. Additionally, different administrators managed each system, complicating data accuracy and consistency. A product migration required transitioning access to Fileactive through Transactive Global instead of the independent product portal.
TASK
In preparation for migration, there was a need to deliver a solution addressing several key areas. These included defining user types, roles, and entitlements within Fileactive; establishing an effective information architecture; mapping user experiences and journeys; ideating and prototyping designs; conducting usability tests; and developing a consistent UI design system.
ACTION
Various user types and their permission levels within Fileactive were identified and documented to ensure a clear understanding of how different roles interact with the system, tailored specifically for integration with COBRA. A detailed analysis was developed to support navigation, findability, and usability, involving naming, describing, and classifying system elements to provide a systematic UI structure within Fileactive.
Detailed maps of user experiences, journeys, and flows were created to simplify tasks and understand how user interactions fit into a larger context, enhancing both internal and external user experiences.
Focus was placed on defining the structural design, user flows, and requirement modules, with the goal of developing designs that were adaptable, reusable, and easily duplicable.
Extensive usability tests were conducted to determine how effectively the interface facilitated user tasks, and feedback from these tests was used to refine the interface.
A comprehensive design system was built, documented, and delivered, including design patterns, language, rules, and behaviours to ensure brand consistency and effective implementation within Fileactive, aligning with the Transactive Global look, feel, and interaction behaviour patterns.
RESULT
The implementation of these deliverables resulted in significant improvements in user interaction and experience within Fileactive. Users found the system easier to navigate and more intuitive to use. The streamlined processes and consistent design language contributed to a cohesive and efficient UX, leading to a successful migration to accessing Fileactive through Transactive Global. This allowed onboarding to be done exclusively through COBRA, reducing the risk of double onboarding through COBRA and Fileactive.
Prior to deployment and migration, it was important to cross check all user data to ensure the accuracy of both customer databases in Fileactive and COBRA. This thorough validation process ensured that the customer data was correct and up to date, further enhancing the overall functionality of the Transactive Global.
With the elimination of the FileActive independent portal, marked a significant enhancement in the system’s efficiency. By addressing the most important functionality and business requirements, the project successfully mitigated the risks of data duplication and administrative complexities. The detailed step of cross referencing of user data prior to deployment ensured data accuracy and integrity across both Fileactive and COBRA platforms. Ultimately, this migration not only unified the onboarding process under COBRA but also reinforced the system’s reliability and consistency, contributing to a more robust and seamless operational framework within the Transactive Global system.