Mission

The Customer Insights team at Wells Fargo is an interdisciplinary team of designers, user researchers and product managers. Robin had experienced the power of rapid prototyping through a previous Immersion with FACTORY, and wanted to create a workshop to “train the trainer” — essentially to equip the internal teams at Wells with the best tools and methodologies for rapid prototyping. The goal was for the participants to be able to apply and continue teaching the methodology across the organization, and therefore transform the working culture towards a design sprint model.

Process

Working directly with Robin Beers, we first sought to understand the deepest challenges of the design teams and what could be improved. We then designed a curriculum and flow for the day that could integrate and synthesis our expertise into digestible best practices and exercises. We also created a toolkit of takeaways and exercises that the participants could take back to their teams and use. We produced the event in a beautiful workshop space in San Francisco, and managed all the details of catering, materials and photography during the event. 

Deliverables

  • Maker Lab Curriculum
  • Onboarding Website
  • Slideshow
  • Laser Cut Invitation 
  • Toolkit
  • Takeaway Materials
  • Photography

Toolkit

Experience design, curriculum design, toolkit design, photography, facilitation, material design.

Team

This project was executed under Metapattern LLC.

Project Lead: Carson Linforth Bowley

Experience Design, Facilitation & Photography: Ting Kelly

Facilitator: Mikyo Clark

Producer: Chad Owen



Reflections

 
"We accomplished everything we set out to do and more. I’m excited to build on this momentum." 

— Robin Beers, Wells Fargo Wholesale Internet Services. Customer Experience Insights, Senior Vice President

 

Interested to work together? Get in touch.