Seismic | Approval WF - 2021

🛠 Problems to Solve

1. Compliance teams need to govern engagements before they are distributed by sellers. Compliance teams need to govern engagements recipients, email templates, content, and distribution method.

2. Compliance and sales teams need a centralized dashboard view into engagements to understand the status of approvals and act on them.

____

📊 Outcomes & Business Value

1. Adding distribution approval workflows for firms requiring compliance around personalized and modified content allows sellers to create customized and personalized engagements that can be reviewed and approved before being distributed to buyers.

2. Adding centralized views into approvals for compliance facilitates the process of approving engagements allowing sellers to distribute approved engagements.

3. Adding distribution approval workflows and their associated centralized approval dashboard views allows Seismic to satisfy existing contractual requirements. This additional functionality is also valuable to both Seismic Financial Service clients and Core clients.

💲business results

Approval workflows give Seismic a clear competitive edge in acquiring new clients and upselling to existing ones.

💡RESEARCH STRATEGY

1 - Interview stakeholders, customer specialists, and clients in order to better understand business needs, pinpoint user personas, identify design opportunities, and discover primary task flows.

2 - Conduct competitive analysis exercises with business experts to unearth competitive advantages with the goal of sparking innovative design ideas.

3 - Keep a positive and curious mind. Make friends.

____

📝 INTERVIEW Notes & EARLY Sketches