Examining Existing Processes to Learn Opportunities
Client
JPMorgan Chase SD
Year
2022
The Merchant Insights Campaign at JPMorgan Chase Bank saw low customer engagement, and they brought me in to help with process mapping. People were not following through on signing up to list their business on Offers and Shopping in Business Banking. We dove deeper into the reasons behind the lack of engagement and scheduled a series of collaborative workshops to brainstorm solutions.
Viewing the project as a whole helps identify gaps, redundancies, and areas for improvement, promoting effective problem-solving and goal alignment. My work to build a holistic understanding of the Campaign Creation Process led Chase to acquire Figg to manage the Chase Offers Campaign. My work on this project helped management identify the flow's complexity and decide how to address it.
Service Design
Facilitation
Map Making
