Profuturo
DIGITAL TRANSFORMATION
CHALLENGE
Profuturo was really involved in the digital transformation process, not just through our services as consultants but they wanted to enroll their employees in changing their mindsets. So I was asked to contribute in a project to push the Digital Transformation in which 10 selected employees participated.
STRATEGY
For this project there was a plan to spare basic knowledge to Profuturo employees in 4 areas: Agility, Research, Software and Design. I was asked to participated in the research part and I accepted
EXECUTION
In this case I decided make a soft and brief introduction to what is research and then go step by step conducing this group till they executed their first interviews.
Some topics that where covered
Introduction (What is research? and Why is important?)
Research process (What is the research process? and Where to start?)
Execution (Planning sessions, recruitment, recordings, trial sessions)
Debrief
Conclusions
The material
This is a brief sample of the material due to copyright restrictions.
Front page
Page inside
The group
Session - Speed dating
Session - Discussing
Interviews
The example project included contextual interviews
Contextual Interview - Review clients list
Contextual Interview - Understanding actual advisors process
Contextual Interview - Prospecting new clients
Contextual Interview - Prospecting new clients
Conclusion
Once they finished we proceed to debrief all the information obtained in a report.