The process of building/managing products and operations begins with identifying problems, generating ideas, and testing them with the target audience.
How it works
Typically, my product management process has six stages, with each stage having specific milestones and deliverables tailored to the client and project.
To ensure that the product continues to meet the needs of the client and users after shipping, return to stage one, seeking feedback from users and clients.
Client projects
Financial Wellbeing
Users: GigWorkers/Freelancers,Employers
Problem #1:
Income stability (Gig workers)
Many financial apps don't cater to gig workers with irregular income.
Idea #1:
Real-time earnings updates, budgeting tools, and emergency savings guidance can enhance financial security and improve wellbeing by going as far as reducing money related anxiety.
Problem #2:
Effective Onboarding and Education
Onboarding is often complex and lacks educational support.
Idea #2:
Provide seamless onboarding with contract signing, employer checks, and bank syncing. Include interactive training and continuous financial education.
Deliverables
Delivered:
Details:
Competitor Analysis; Product Performance goals & KPIs; GTM ideas; Product development guidance; Technical implementation recommendations
Market research
Target User in person interviews, User stories, User Journey Maps, Product Development Roadmap for each User type
Journeys & Epics (3x)
Simple process maps indicating order of events, both technical (backstage actions) and user action driven (front stage actions).
Technical Process Maps
Visualisation for technical processes, triggers and conditionality.
User Flows
Research and CBA on top API solutions to integrate into product development.
APIs
Wireframes --> Low Fidelity --> High Fidelity prototype
Prototypes
Some suggested APIs and tools used
Wealth Management app
Users: Retail Investors
Problem #1:
Investment Accessibility
Many platforms limit investment options, making it difficult for users to diversify.
Idea #1:
Offer a wide range of investment options, including alternative assets, with detailed portfolio views and risk exposure metrics.
Problem #2:
Investor Knowledge & Experience
New investors often lack the knowledge to make informed decisions.
Idea #2:
Provide comprehensive educational content, including tutorials, webinars, and expert analyses, to help users understand various investment strategies.
Deliverables
Delivered
Details:
Competitor Analysis; In-depth report on Consumer Duty principles
Market & Regulatory research
User flow according to best practices and competitor research
User Flows
Technical product speck per each part of the journey and documentation packs per each asset class.
Product specs per each asset class
Balsamiq wireframes; low fidelity mock ups per each screen.
Design mock ups (low fidelity)
CBA and recommendations for each "must-have" API provider.
APIs
Included planning, budgeting and setting goals/milestones for technical and design teams. Full product management leadership journey.
Product Roadmap
Some suggested APIs and tools used
Business Payments Platform
Users: Immigrant/international entrepreneurs & freelancers, Onboarding Managers
Problem #1:
Onboarding an international business owner
Navigating UK business regulations is complex for international entrepreneurs/freelancers. They often need some handholding from an onboarding manager/account manager to feel supported in their journey.
Idea #1:
Provide a simplified onboarding process with clear guidance, and culturally inclusive explanations on regulatory requirements, compliance check statuses, and semi-automated, but client-focused support during onboarding.
Problem #2:
Language and community support
Language barriers and lack of community support can hinder understanding and use of financial tools.
Idea #2:
Offer multilingual support and build a community forum for peer assistance and networking.
Ops stacks
DragonBoat
Figma
Rev Ops
Tableau
Salesforce/Zoho
Xero
Stripe/Gocardless
HubSpot
Canopy
Customer Ops
Zendesk/Jira
Mailchimp
Typeform/Survey Sparrow
GitLab
Hotjar
Slack
Marketing Ops
Contentful
Webflow
Mailchimp
Figma/Canva
HubSpot/Marketo
Adobe/Photoshop
Databases, Cloud, Scripting, Automations
Airtable/Sheets
Python
MongoDB
Postman/n8n
ScrapingBee
Zapier/Integromat
