Zoltan
Optimizing client operations with a ML-driven document processing webapp
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As a leading consulting firm based in Spain, Nfq serves a broad spectrum of top-tier clients ranging from real estate to banking and insurance sectors. Across these industries, clients encounter a common obstacle in processing large quantities of documents, particularly the onboarding and service agreement phases. This process is generally carried out manually, hindering the overall effectiveness of operations.
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A web application was created that leverages Machine Learning and Artificial Intelligence for efficient document management and processing.. Through collaborative efforts with Nfq, user personas are defined, guiding the primary user journeys. An agile approach is adopted to swiftly prepare an MVP for proof of concept. Following validation, we iteratively refined processes and applied a creative brand strategy to distinguish Zoltan in the market.
The collaboration with Nfq led to the development of Zoltan, a cutting-edge ML-driven web application designed to streamline document processing for Nfq's clients. My role was instrumental in guiding the project from conceptualization to execution. Given the constraints of limited resources, an agile and coordinated approach was paramount, allowing us to adapt swiftly to evolving requirements and ambitious deadlines.

My involvement in this project involved various strategic and tactical aspects, starting with collaboration sessions with Nfq to understand their clients' document processing needs comprehensively. Leveraging agile methodologies, we swiftly translated these insights into actionable strategies, defining user personas and outlining primary user journeys to inform the product's design and development. Throughout the iterative design process, I led wireframing sessions, rapidly prototyping key functionalities, and conducting internal testing to validate usability and functionality. This approach allowed us to refine the product iteratively, ensuring alignment with user needs and business objectives.
As the project progressed, my role expanded to include overseeing the creation of a low-fidelity mockup, guiding a junior designer through the process to ensure adherence to the project vision and client requirements. Additionally, I was part of a number of sessions to validate Zoltan's MVP with Nfq's clients, gathering valuable feedback to inform further iterations and enhancements. Furthermore, because of the nature of this project, we were able to give it a creative spin, which we did by developing Zoltan's unique brand identity, which incorporates esoteric elements to create a memorable and differentiated market presence.
tools
Miro, Figma, Notion, Optimizely, Storybook
role in the project
design | leadership
Product Design Phases
User Research
Branding
A/B Testing
Developer Collaboration
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