Redesigning the service delivery model and processes for a financial advisory group to enable rapid growth

Nous combined human-centred design with an agile approach and lean tools to review the operating model and service delivery

Nous framed the project using our Double Diamond approach, drawing on the framework created by the British Design Council.

We reviewed the operating model and service delivery across a series of agile sprints:

1. Discover – We conducted adviser focus groups and in-depth customer and employee interviews, developed customer personas and journey maps to identify customer needs and interaction pain points, then combined the results to identify service improvement opportunities.
2. Define – We designed customer experience and scalability principles to align customer, staff and business needs and used these to prioritise the opportunities identified.
3. Design – We ran four sprints using a combination of human-centred design and lean methodologies to design, prototype and refine initiatives to address the priority opportunities and develop the strategy and framework to engage with customers, deliver services, onboard new clients and conduct file audits.
4. Deliver – We synthesised findings from across the project and developed an implementation roadmap that sequenced the recommended actions, including quick wins. We also provided functional requirements to ensure improved processes were supported by system enhancements.

The new model improved customer service and cut audit time

Nous delivered a new service delivery model as well as functional requirements to integrate new technology needs, organisational design and cultural consideration recommendations, and an implementation roadmap.