4 Dezember 2017

Swiss Bank – Project Management in Digital Transformation

Digital Transformation

Swiss Bank IT SERIAL Suisse

Company Description

Our client has been operating in Switzerland for 15 years.

Working in conjunction with Regional banks and CA and another brand in Switzerland, our client is a bank under Swiss law that can rely on its reference shareholders. This is a major asset for guaranteeing its growth in the banking market and assuring its sustainability.

Business Challenges

The ​bank has initiated a strategic digitalization program with 5 main projects in progress since 2017 :

  • ​Online credit
  • Client Onboarding
  • E-banking connexion
  • Aggregator
  • E-Banking / Mobile Banking new release

Our Solution

​We supported our client to define the customer journey and design the following processes:

  • ​Online credit
  • Client Onboarding
  • E-banking connexion
  • Aggregator

​ ​The main tasks were to:

  • Stakeholders interviews
  • Definition of an agile methodology specific to each project
  • Workshop animation and participation
  • Information architecture proposal for each project
  • Multi-devices mapping and dynamic prototype •Validation of the specifications with the IT Team
  • Implementation of user testing procedures
  • Collaboration and supervision of the UI Team


The project lasted 25 days


The project has been led by:

  • An ergonomist ​Ph. D.
  • An UX / UI ​expert
  • A change manager


  • Brainstorming workshop, card sorting, design thinking
  • Personas
  • UX Cards
  • Balsamik (wireframe low fidelity)
  • Axure (wireframe high fidelity) with the look and feel integration and the interactions
  • Users tests with quantitative analysis

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