left_originallogo_barclays

2018

2018

2018

2018

2018

Barclays x Eight Inc

Barclays x Eight Inc

Barclays x Eight Inc

Barclays x Eight Inc

Barclays x Eight Inc

STRATEGIC BRIEF

STRATEGIC BRIEF

STRATEGIC BRIEF

STRATEGIC BRIEF

STRATEGIC BRIEF

What does the future of the retail banking experience look like in the next 5 - 10years? A 9 month innovation sprint tackling multiple workstreams.

What does the future of the retail banking experience look like in the next 5 - 10years? A 9 month innovation sprint tackling multiple workstreams.

What does the future of the retail banking experience look like in the next 5 - 10years? A 9 month innovation sprint tackling multiple workstreams.

What does the future of the retail banking experience look like in the next 5 - 10years? A 9 month innovation sprint tackling multiple workstreams.

What does the future of the retail banking experience look like in the next 5 - 10years? A 9 month innovation sprint tackling multiple workstreams.

180301_Iconic_Theatre

SPRINT 01

SPRINT 01

SPRINT 01

SPRINT 01

CLIENTS & AGENCIES

FINANCIAL FITNESS

FINANCIAL FITNESS

FINANCIAL FITNESS

FINANCIAL FITNESS

CLIENTS & AGENCIES

Financial Fitness empowers people to understand and take responsibility for their finances - whatever their situation.

SPRINT 02

SPRINT 02

SPRINT 02

SPRINT 02

CLIENTS & AGENCIES

LIFE PROJECTS

LIFE PROJECTS

LIFE PROJECTS

LIFE PROJECTS

CLIENTS & AGENCIES

Life Projects aims to help customers achieve their ambitions in life and cope with adversity through tailored, meaningful and practical support that enables everyone to better financially prepare for their future.

SPRINT 03

SPRINT 03

SPRINT 03

SPRINT 03

CLIENTS & AGENCIES

SPRINGBOARD

SPRINGBOARD

SPRINGBOARD

SPRINGBOARD

CLIENTS & AGENCIES

Financial Fitness empowers people to understand and take responsibility for their finances - whatever their situation.

SPRINT 04

SPRINT 04

SPRINT 04

SPRINT 04

CLIENTS & AGENCIES

BUSINESS LIFE

BUSINESS LIFE

BUSINESS LIFE

BUSINESS LIFE

CLIENTS & AGENCIES

Life Projects aims to help customers achieve their ambitions in life and cope with adversity through tailored, meaningful and practical support that enables everyone to better financially prepare for their future.

WORKSHOP FORMATS

CASE STUDIES

CASE STUDIES

CASE STUDIES

CLIENTS & AGENCIES

Each sprint followed a 5 week format split into the following themes

180522_BAR_LifeProjects_Level 23 copy.002

PRE-READS

Key insights were identified from desk research, co-creative workshops, stakeholder interviews and analysis of Barclays supplied data during the Align stage, early Create stage, and JTBD programme Families squads. The output of distillation formed creative brief (briefing pack) to embark Life Projects work-stream.

benjaminlynch_portfolio_indepth_march2019.001

WEEK 01 - CO-WORKSHOP

Four days of close collaboration and workshops with the Barclays teams to approach and define the work for the 5 week sprint using design methodology to define our ways of working.

benjaminlynch_portfolio_indepth_march2019.002

WEEK 02 - DISCOVERY

With initial concepts, journeys, defined user profile, jobs to be done and more established. We expanded the line of work to build out concepts alongside key figures within Barclays.

benjaminlynch_portfolio_indepth_march2019.002

WEEK 03 - TEST & VALIDATE

Guerilla testing was conducted in multiple Barclays branches across London. Working in pairs, we approached customers to share our ideas, gain input and value on what works / doesn't work, but also understand more about users pain points.

benjaminlynch_portfolio_indepth_march2019.001

WEEK 04/05 - DESIGN CONCEPTS

An intial walkthrough with stakeholders of the work helped define the final presentation for the 5 weeks work. Two weeks were spent designing screens, user flows, diagrams and key visuals to promote each concept (back up with insights and jobs to be done).

180522_BAR_LifeProjects_Level 23 copy.006

STAKEHOLDER SHAREOUTS

An intial walkthrough with stakeholders of the work helped define the final presentation for the 5 weeks work. Two weeks were spent designing screens, user flows, diagrams and key visuals to promote each concept (back up with insights and jobs to be done).

CONCEPT HIGHLIGHTS

Life Projects aims to help customers achieve their ambitions in
life and cope with adversity through tailored, meaningful and
practical support that enables everyone to better
financially prepare for their future. 


Find a Coach

Remotely be able to search, filter by expertise and book an appointment with a Finance Coach Colleague based on your personal needs.


Virtual Seminar Space

An online space that easily allows people to book, attend and engage with large scale events (talks, lectures, presentations) organised by Barclays.


Profile Builder Tool

An interactive quiz, tied to a campaign microsite, that guides users through a set of questions to build up a financial profile and suggested seminars to attend.


Interactive Planning Tool

To be used alongside various Barclays colleagues (Finance Coach, Life Planner, Business), this interacrtive planning tool allows both customer and staff to collaboratively achieve a set goal, using exisiting Barclays and new conversation framework models.

Barclays_FinancialFitness_InteractiveTable_Step_01

Phase: Goal - Step 01
Mapping Aspirations and Feelings

A live hand-written to digital text converter that captures Hannah’s thoughts and feelings into a mind-map technique.

A live hand-written to digital text converter that captures Hannah’s thoughts and feelings into a mind-map technique.

Barclays_FinancialFitness_InteractiveTable_Step_04

Phase: Goal - Step 02
Estimation Your Goals

Assign chosen goals to diagram based off
of Time/Effort criteria. Scale goals to what’s most important by high, medium, low.

Barclays_FinancialFitness_InteractiveTable_Step_05

Phase: Reality - Step 01
Experience Mapping and Ideation

Build emotive connection to choose goal through aspirations and ambition (around the goal).

Barclays_FinancialFitness_InteractiveTable_Step_06

Phase: Reality - Step 02
Bringing in your banking data

Utilising contactless technology to read user's bank card details to feed into session.

Utilising contactless technology to read user's bank card details to feed into session.

Barclays_FinancialFitness_InteractiveTable_Step_07

Phase: Will - Step 01
Comparing banking data vs insights

Compare aspirations of goal vs reality
of spending behaviour now.

Barclays_FinancialFitness_InteractiveTable_Step_09

Phase: Will - Step 02
Providing Solutions

Software provides possible solutions
to achieve goal based off input so far.

Barclays_FinancialFitness_InteractiveTable_Step_10

Phase: Options - Step 01
Contextualising the solution

Dials that account for price per month / time to achieve goal that customer can set.

Barclays_FinancialFitness_InteractiveTable_Step_11

Phase: Options - Step 02
Adding to your account

Confirmation of session plan, outcomes and next steps, including check up appointment.

Process
3 Week Sprint
Discovery, Ideation, Test, Prototype, 

Team
Hybrid Designers (Environments, Interaction, Service, Branding)

180522_BAR_LifeProjects_Level 23 copy.003

Day 01-02
Immersion

Deep dive in-flight initiatives & lead user insights; Barclays shared expert knowledge, insights and key in-flight initiatives related to the Experience Platform. 2 focus areas (HMWs) and 2 moment scenarios were chosen to be the focus for the sprint.

180522_BAR_LifeProjects_Level 23 copy.002

Day 02-04
Experience Mapping and Ideation

Explore core experience phases based on the 2 scenarios and through customer journey mapping activity; customer needs, emotional states and possible actions were used to inspire and generate concepts and further supportive ideas.

180522_BAR_LifeProjects_Level 23 copy.004

Day 04-06
Sketching

Ideate and visualise (sketch) high level concepts. Draft 2 high level narrative based service journeys and list associated concepts and ideas that cater the needs of customers and colleagues.

Day 08-10
Journeys

Refine 2 narrative based service journeys and develop experience map to illustrate services and  experiences across different formats for environments, digital, communication, customers and colleagues touch-points.

Day 12-18
Design and Final Presentation

Focus on creating conceptual design, moving from sketches to visualisation and refining the development of concepts that connect environment, communication, product and service experiences.

Interaction Concepts


Journey Timelines

Within the BMB app, a 'life projects' log which helps customers build out defining moments


Virtual Seminar Space

An online space that easily allows people to book, attend and engage with large scale events (talks, lectures, presentations) organised by Barclays.

FINAL PRESENTATION

To present back 4 months worth of work, Barclays allocated a physical
space for prototypes, boards, device screens and more to be laid out.
Daily presentations with teams of 30-50 were in attendance.

Tools: Sketch, InVision, Illustrator, Photoshop, InDesign

BAR_A0_FinalPresentation_Journeys
BAR_A0_FinalPresentation_ConceptMatrix_v2
180308_Barclays_FF_Experience_Map
180308_Barclays_FF_Experience_Map
180511_Barclays_BL_Experience_Map_v1

EIGHT INC 

Steve Lidbury
Lea Lagasse
Alessio Fasciolo
Kerstin Neurohr
Ben Lynch
Jill Lin
Felicity Mitchem
Elliot Charles
Andrew Heroins
Marie Ansart
Lamine Drame
Ben Smith
Andrea Maiuri
Olesya Myakonkaya
Emily Pavling
Zoe Stavrou
Rupi Sond



Ben Lynch

Lead Product Designer

icon_linkedin
icon_instagram
icon_wnotw
icon_yunojuno

Ben Lynch

Lead Product Designer