P2E is a technology-enabled regulatory change management framework. It seeks to automate the entire regulatory change management lifecycle.
This technology was built to help companies stay ahead of changing regulations and mitigate the many risks of non-compliance.
A passion and innovation of JACQUELINE MADUNEME, JD, CFA, CAIA Chief Exective Officer and Founder.
Financial services firms need to keep track and pace with thousands of regulatory changes per year.
They have to effectively identity, document, and summarize relevant changes/new regulations.
A highly-configuarble change management system that facilitates a workflow-enabled, closed-looped regulatory change management process.
Our content-rich solution enables the capturing of regulatory updates in real-time to initiate necessary action.
Empathy is crucial to a human-centered design process.
In our interactions with our customer, we made sure we approached our customer’s challenge with empathy to gain more insights into it by observing, engaging, and empathizing with them.
With empathy, we were able to understand their experiences and motivations better. This approach helped us get to the core of the customer’s problem and devise a solution that speciﬁcally addressed that.
Our resultant solution: We identiﬁed that there was a need to automate workﬂows in order to help various stakeholders keep a track of several regulatory changes.
A user story is short, speciﬁc, and goal-oriented. It is a one-sentence statement that tends to have the following structure: “As a..., I want to... so that ...”.
For this project, we identiﬁed that there were four distinct user roles collaborating to complete a task. We prepared user stories as representations of small instances of each user role performing a speciﬁc task. The user stories were written to answer both the ‘yes’ and ‘no’ statement of the user.
For example: As a Business manager, I want to view all the documents submitted by the project manager, so that I can validate the document.
At this stage, we started to look for alternative ways of viewing a customer problem.
We listed potential questions that could occur to a user in managing a workﬂow.
This user-centric, step-by-step approach enabled us to get to the minute details and address each question for its merit.
With these inputs, we were able to set a clear expectation for the user to track progress within a complex process.
To help us validate potential solutions with a granular focus, we documented a series of steps that traced the user’s possible paths via sequences of tasks and decision points in achieving a goal.How we did it
Based on our user stories, we identiﬁed target users’ goals that needed to be analyzed.
We produced diagrams with each task and decision point.
In collaboration with users and/or subject matter experts, we annotated the task ﬂow diagram to pinpoint areas of interest, risks, or potential frustration.
Entries and Exits Steps
Eg: user action, system action, an alternative path
Connections: Indicate the desired path and diﬀerent possible ﬂows Decision
Points: A point where a user must choose from 2 or more options
Through visual design, we aimed to shape and improve the user experience by adding elements such as illustrations, photographs, typeface, negative space, layouts, and color. These were added to improve the usability of the product apart from adding a high degree of aesthetic appeal.