Redesign the business core acquisition system and design for white labelling.
Customer experience & Service design
Data & Artificial Intelligence
Technology & Engineering
The goal was to understand the internal teams requirements and go out to the market to understand potential customers that would use the new SaaS system.
To ensure a new system that worked for the existing business and for potentially new client users, we ran two discovery directions, that would work independently of each other to ensure that the findings of the research were solely focused on existing and separately future clients.
Once the research had been completed the two projects would come together to understand what similarities and differences the two user groups required. This work identified what were the main user flows and expected per