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Enhance employee experience
la intranet EMEA di Banco do Brasil
Giacomo Mason, Intranet Guru
Raffaele Boiano, Head of UX Design
Filippo Frignocca, Project Manager
#LRIS17 | @AriadneDigital
context & approach the case study 5 lessons learned
ƽ
#LRIS17 | @AriadneDigital
The context & approach
#LRIS17 | @AriadneDigital
1 2 3
Banco do Brasil
S.A. is the largest
Brazilian and
Latin American
bank by assets.
It’s the oldest
active bank in
Brazil, and one of
the oldest banks
in the world.
BdB offers its
products and
services
approximately in
24 countries.
#LRIS17 | @AriadneDigital
discovery
Perché una intranet
Comunicazione verticale
Aggiornamenti flash
Policy, normative, modulistica
Intranet “top down” e
generaliste
Intranet “bottom up” e
profilate
Supporto all’innovazione
Gestione processi
Comunicazione sui prodotti
Comunicazione HR
Documentazione operativa
Help desk tecnico
Formazione e autoformazione
Collaborazione in team
Community interne
#LRIS17 | @AriadneDigital
discovery
Informazioni, processi e persone
2.0
Pagine informative
News
Documenti
Applicazioni e
servizi
Moduli
Workflow
Collaborazione
Network
Community
#LRIS17 | @AriadneDigital
discovery
Digital workplace
Applicativi Documenti
Piattaforme social 

interne/esterne
Intranet
Formazione
SSO
Ricerca comune
Profilazione
Personalizzazione
Organizzazione (IA)
Coerenza
Dinamicità
http://www.steptwo.com.au/papers/intranet-front-door-wider-digital-workplace/
Un Digital workplace consiste in un insieme olistico di strumenti,
piattaforme e ambienti per il lavoro, presentati all’utente in modo
coerente, usabile e produttivo.
#LRIS17 | @AriadneDigital
User centered design e co-design
Co-costruire il progetto con gli utenti
#LRIS17 | @AriadneDigital
Ascolto Progettazione Verifica
Interviste
Focus group
Diari
Shadowing
Open space
World café
Co-design
Test di usabilità
Feedback
#LRIS17 | @AriadneDigital
discovery
Il lavoro con gli utenti
Obiettivi e

strategie
Governance
Assessment

bisogni
Assessment

contenuti
Content map
Prototipo
html
Mock up

Grafici
Wireframe
Architettura

informativa
Sviluppo e
integrazione
Test funzionaliPorting

contenuti
Lancio

(fase 1) Gestione Redesign
UCD: discovery
workshop obiettivi
UCD: card sorting, 

tree testing
UCD: interviste, diari,
shadowing
UCD: test di usabilità
UCD: co-design 

workshop
UCD: interviste, focus group, 

questionari
UCD: workshop
contenuti
UCD: test di
usabilità
#LRIS17 | @AriadneDigital
Un lavoro da maratoneta
#LRIS17 | @AriadneDigital
Roadmap
Più facili
Più difficili
Business needs User needs
1
2
3 3
4 4
#LRIS17 | @AriadneDigital
discovery
La forza di Ariadne Digital scaturisce dalla collaborazione tra aziende
d'eccellenza, leader nei settori chiave del successo di un progetto
digitale: User Centered Design allo stato dell'arte ed una competenza
tecnologica senza pari.
#LRIS17 | @AriadneDigital
The case study
#LRIS17 | @AriadneDigital
team
Project team
Marcos Fernandes De Carvalho

Head of Controlling, IT and Security

Banco do Brasil AG
Daniel Rezende

IT Project Manager

Banco do Brasil AG
Giacomo Mason

Intranet Specialist

Internet Management
Filippo Frignocca

Project Manager

Ariadne
Raffaele Boiano
Co-Founder
Fifth Beat
Francesco Vetica
Head of Design
Fifth Beat
Domenico Polimeno
UX Designer
Fifth Beat
Silvia Bertossi
UI Designer
Fifth Beat
Bruno Pereira Carneiro

IT PM Coordinator

Banco do Brasil AG
Mino Parisi
UX Designer
Fifth Beat
empathize
Starting with the right foot: a discovery workshop
To design for users, you must begin with a deep understanding of users: an immersive discovery
workshop is the best way to tackle relevant projects from the first day.
We have created a series of User Experience (UX) workshop activities and training notes, aimed
at guiding our facilitators through a project discovery process.
discovery
#LRIS17 | @AriadneDigital
empathize
In-depth interviews
We use in-depth interviews when we want to learn something profoundly new.
Being semi-structured, each interview will be unique. That’s why in-depth narrative interviews
need to be used in combination with other techniques, gathering information in order to support
the organization when creating products, services and more.
Vico Teatro Nuovo, 43
80134 Napoli
CF 07859411212
5th Beat s.r.l.s.
Roma
Ludivico di Savoia 2b
00185 Roma, Italy
Berlin
Krausenstraße 8 – I. OG
D–10117 Berlin, Germany 1
info@fifthbeat.com
www.fifthbeat.com 1
quotes from the intervews
Banco do Brasil AG intranet
“Everyone needs to be integrated in one bank ”
“We need to simplify complexity”
(quotes from the Discovery Workshop held in Wien on April 22nd)
#bdbag #research #interviews
authors Raffaele Boiano, Lorenzo Franchini
contact raffaele@fifthbeat.com
version 1.0
date may 21st 2016
Vico Teatro Nuovo, 43
80134 Napoli
CF 07859411212
5th Beat s.r.l.s.
Roma
Ludivico di Savoia 2b
00185 Roma, Italy
Berlin
Krausenstraße 8 – I. OG
D–10117 Berlin, Germany 1
info@fifthbeat.com
www.fifthbeat.com 1
user needs and pain points
Banco do Brasil AG intranet
“Everyone needs to be integrated in one bank ”
“We need to simplify complexity”
(quotes from the Discovery Workshop held in Wien on April 22nd)
#bdbag #research #interviews
authors Raffaele Boiano, Lorenzo Franchini
contact raffaele@fifthbeat.com
version 1.0
date may 24st 2016
#LRIS17 | @AriadneDigital
empathize
Personas
We focused on the user, starting from personas.
The purpose of personas is to create reliable and
realistic representations of your key audience
segments for reference.
These representations should be based on
qualitative and some quantitative user research
and web analytics.
Access to information
Interest in macro themes
Interest in micro themes
Engagement
Sharing attitude
Sense of isolation
Persona
USER NEEDS & WANTS
BUSINESS GOALS
Banco Do Brasil AG - Intranet
QUOTE
Gabriela Novo
Gabriela is a new member of the staff (less than 1 year with the bank).
She doesn’t know anything about BB SA or BB AG culture and it’s difficult for her to find documents or informations.
She has a degree in economics env if she’s much more interested into art and music.
25 years old - Porto
• needs to understand BB culture
• needs to know how many tools she will use and why
• needs to know who is responsible for what
• wants to have a welcome pack with all the informations to start with
the right foot
• wants to extend her colleague network
• tbd
Trainee clerk
“ Sometimes I send an email to
me (with an important, updated
and recent document), because
I do not know when I need this”
PRIMARY
Access to information
Interest in macro themes
Interest in micro themes
Engagement
Sharing attitude
Sense of isolation
Persona
USER NEEDS & WANTS
BUSINESS GOALS
Banco Do Brasil AG - Intranet
QUOTE
Damiano Alertaò
Damiano is a deputy manager in Milan. He has been transferred from Sao Paulo and he has close relationship with Brazil.
He is very operative. His focus is credit analysis and he is the one who is in charge of the communication with important
clients for the credit lines. Sometimes he feels isolated. Lack of communication among branches in Europe is challenging
him. He wishes more support. He still relies on IN of the Banco do Brazil SA even though he realized that things changes
for each European country.
33 years old - Milan
• needs to feel part of what the bank is going to do in Europe
• needs simple access to documents & policies (Instuctiones
Normativas and Wiki)
• needs to customize the alerts
• wants to follow the approvals in real time
• wants to have easy access to email in any context
• tbd
Deputy Manager
“ Sometimes what I feel is that
we have a lack of
communication”
PRIMARY
Access to information
Interest in macro themes
Interest in micro themes
Engagement
Sharing attitude
Sense of isolation
Persona
USER NEEDS & WANTS
BUSINESS GOALS
Banco Do Brasil AG - Intranet
QUOTE
Luciana Femmesérieuse
Luciana has been working as advisor for the director at the Paris branch. Her area is credit risk and she needs to have
constantly an overview on companies in Europe and above all, France. Credit proposals and approvals are her main
focus. She uses 360 software and she needs constantly a quick way to communicate with Brazil, Lisbon and Vienna. She
gets confused because there is not a clear address book and she struggles when she needs to enter in contact with new
colleagues.
36 years old - Paris
• needs to find easily her softwares in one place
• needs to follow credit proposals on one interface rather than email
• needs to be constantly updated with news about companies who
work with BB AG
• needs an address and phone book in her pc and possibly in her phone
too
• tbd
Branch Advisor
“ I really like to receive
information about credit and
everything credits related goes
to email…related to your area
of work ”
PRIMARY
#LRIS17 | @AriadneDigital
empathize
User stories
User stories describe the interactions
between a persona and the context of
use.
They note the goals and questions to be
achieved and sometimes define the
possibilities of how the users can
achieve them on the touchpoint.
User stories are critical both for
designing an interface and for usability
testing.
#LRIS17 | @AriadneDigital
empathize
Luciana Femmesérieuse - Branch Advisor - user stories
ST_05
I want to have a complete list of BdB AG applications in one page
so that I can easily find what I need every day
ST_06
I want to keep all my contacts information in one place
so that I can retrieve information on people, every information i.e. if someone is on vacation.
ST_07
I want to stay constantly updated on companies who work with BB AG
so that I don't have to constanly check news to know if something is changed
ST_08
I want to have an online place to share the info about a procedure (i.e. credit proposals)
so that I can organize all the knowledge
exploration
Information Architecture
Information architecture is the practice of
deciding how to arrange the parts of something to
be understandable.
A good IA helps people to understand their
surroundings and find what they’re looking for –
in the real world as well as online.
Practicing information architecture involves
facilitating the people and organizations we work
with to consider their structures and language
thoughtfully.
#LRIS17 | @AriadneDigital
ia
IA Onthology - LEGEND
Banco Do Brasil AG Intranet
Editorial Content type
User generated Content Type
Web Wizards
How this cognitive space is shaped?
Event
Course
Branch
Business Info
Weather
Task
⋆ ƻ
Person
Application
⋆
⋆
News
Simple content page
⋆
⋆
Policy & Procedure
Daily quote
Daily photo Guide
⋆
My page
Book a meeting room
Comment
Group
ȑ⋆
Content type actions
comment
⋆ add to fav
add to notify
download
filter
search
share
ƻ send message
add (create) and edit
list people
ȑ join
rate
start process
Relation action
list people
Version 0.4, 17/11/2016
IA Taxonomy - Content Type Catalog
Banco Do Brasil AG Intranet
Person
Branch
News
Policy and procedure
Guide
Course
Event
Simple content page
Application
Photo of the day
Quote of the day
Group
Task
How are contents structured?
Person
Name
Role
Branch
Email
Phone
Fax
Photo
Birthday
If absent ask
Business Unit
Hierarchy
View in org
About me
You can ask me for
Keywords
Job responsability
Main task
Internal intrfaces
External interfaces
Education
Work experience
Language skills
IT Skills
Tech Skills
Personal skills
Internal cerifications
…
Text
Text
Branch
Text
Text
Text
Image
Datetime
Person
Enum (HR, IT)
Person
Link
Rich text
Enum (tags)
Enum (tags)
Rich text
Text
Text
Text
Text
Text
Text
Text
Text
Text
Text
Policy and procedure
Title
Summary
Owner
Version
Author
Branch
Tag
Locality
Approval date
Effectivness
Expire date
Approved by
Next Review
Attachments
Categories
Browse
Type
Text
Rich Text
Enum (BU)
Text
Person
Enum (UK…)
Enum (UK…)
ENUM(Global,Local)
Datetime
Datetime
Datetime
Enum (BU)
Datetime
Files
Enum (Health…)
Enum (Hierachy tree)
Enum (Policy,
procedure…)
Branch
Country
City
Address
Mail
Phone Number
Fax number
Facility manager
Main photo
Photogallery
Branch description
Map X
Map Y
Transportation
Accomodations
Food
…
Text
Text
Text
Text
Text
Text
Person
Image
Images
Rich Text
Number
Number
Rich text
Rich text
Rich text
News
Title
Main Photo
Date
Abstract
Text
Locality
Branch
Category
Author
Tag
Photogallery
Attachements
BU
Likes
Type
…
Text
Image
Datetime
Rich Text
Rich Text
Enum (Global,Local)
Branch
Enum (Economy…)
Person
Enum (tags)
Images
Files
Enum (HR…)
Enum (News,
Announcement)
Guide
Title
Abstract
Text
Author
Category
Attachements
…
Text
Rich Text
Rich Text
Person
ENUM()
Files
Simple content page
Title
Photo
Photogallery
Date
Author
Tag
Attachements
…
Text
Image
Images
Datetime
Person
Enum (tags)
Files
Application
Title
Description
BU
Link
Icon
Owner
…
Text
Rich Text
Enum (BU)
Text
Image
Person
Photo of the day
Image
Title
Description
Branch
Proposed by
Image
Text
Rich Text
Enum (London…)
Person
Quote of the day
Quote
Author
Link
Proposed by
Text
Text
Text
Person
Group
Title
Owner
Image
Files
…
Text
Person
Image
Files
Task
Title
Due date
…
Text
Datetime
Course
Name
Description
Category
Image/icon
Start Date
Deadline
Attachement
Location
…
Text
Rich Text
ENUM (IT…)
Image
Datetime
Datetime
FIles
Text
Event
Name
Date
Place
Range
Guests
Category
Location
Proponent (B.U.)
Attachement
Description
…
Text
Datetime
Enum (Local/Global)
Enum (Global,Local)
Persons
Enum (generic..)
Text
Enum (BU)
File
Rich Text
IA - Navigation
Banco Do Brasil AG Intranet
How can you browse information?
Main Menu
It’s a structural menu that represents the top-level
pages of the intranet’s structure — or the pages just
below the home page. The links in the main navigation
are expected to lead to pages within the site and behave
in a very consistent way.
Overall, a main menu supports a variety of user tasks
and modes of information seeking, including known-
item seeking, exploration, and even re-finding. From a
user's standpoint, the main navigation plays a critical
role in using the site
Personal Utility Menu
Utility menu connects tools and features that assist
visitors in using the site. These pages are generally not
part of the main topic hierarchy of the site. Other
options may not have a page associated with them at all.
Instead, they are functions of the site (i.e. logging out or
changing the font size).
Utility navigation is generally smaller than primary
navigation mechanisms and appears on the top, sides, or
bottom of the page.
Footer Menu
Located at the bottom of the page, footer navigation is
usually represented by text links. These often access a
single page with no further levels of structure below
them—a deadend, so to speak.
Traditionally, footer navigation contains supplementary
information not pertinent to main topic of the site, such
as copyright information, terms and conditions, and site
credits. In this sense, footer navigation doesn't address
a specific user need, but addresses a legal requirement
for site owners. Footer navigation is often used as a
catch-all for various types of content and it can lack
consistency in an organizational scheme.
IA - Navigation
Banco Do Brasil AG Intranet
How can you browse information?
Main Menu
It’s a structural menu that represents the top-level
pages of the intranet’s structure — or the pages just
below the home page. The links in the main navigation
are expected to lead to pages within the site and behave
in a very consistent way.
Overall, a main menu supports a variety of user tasks
and modes of information seeking, including known-
item seeking, exploration, and even re-finding. From a
user's standpoint, the main navigation plays a critical
role in using the site
Personal Utility Menu
Utility menu connects tools and features that assist
visitors in using the site. These pages are generally not
part of the main topic hierarchy of the site. Other
options may not have a page associated with them at all.
Instead, they are functions of the site (i.e. logging out or
changing the font size).
Utility navigation is generally smaller than primary
navigation mechanisms and appears on the top, sides, or
bottom of the page.
Footer Menu
Located at the bottom of the page, footer navigation is
usually represented by text links. These often access a
single page with no further levels of structure below
them—a deadend, so to speak.
Traditionally, footer navigation contains supplementary
information not pertinent to main topic of the site, such
as copyright information, terms and conditions, and site
credits. In this sense, footer navigation doesn't address
a specific user need, but addresses a legal requirement
for site owners. Footer navigation is often used as a
catch-all for various types of content and it can lack
consistency in an organizational scheme.
Main Menu
Company Branches Policies & procedures HR Lounge Business Info Support tools
Forms
- HR tickets
- Admin tickets
- IT tickets
- Meeting room booking
Collaboration
- Meetings
- Chat
- Shared files
How do I...Rates
Market indicators
Targets & Results
SCE Indicators
Campaigns
Useful links
Useful pratical info
Welcome kit
HR Processes
Opportunity
Skill portfolio
Requests
Global policies
Local policies
Code of Ethics
Committees
Limits of Authorization
Mandatory publications
Portugal
- Site detail
- Local policies
- Local news
- Photogallery
- Announcements (ACL)
- Local docs (ACL)
Communication
- News archive
- Announcement archive
- Pressespiegel
- Event calendar
Organization
- Org-chart
- Management
- Useful phone numbers
Who we are
- History
- Value, mission, vision
- Articles of associations
People
Groups
Apps
Alert
Webmail
Favourites
Tasks
Name Surname
- My profile
- Event Calendar
- Book a meeting room
- Welcome Kit
Personal Utility Menu
Sitemap A-Z
Contact
Help
Careers
Leave a feedback
Footer Menu
IA - Choreography rules
Banco Do Brasil AG Intranet
How will you experience the information?
A set of rules
Choreography is the rules for interaction among the
parts. This part of information architecture deals with
how meaning and structure fit together, ensuring that
the flow of an experience delights the user and doesn’t
distract from what the user is trying to do. The essence
of choreography is the placement of meaning and
structure into a flow with a specific context.
NEWS
News need to be clearly divided into global and local:
global is meant to be for updates provided by the
central BB AG newsroom, otherwise local is for the
updates that are curated by the single branches.
I can browse and filter news by category, by branch,
by author, by date, by tag, by number of comments
and number of likes.
Related contents are auto generated by metadata:
thay can be any content type who shares common
metadata.
POLICIES AND PROCEDURES
We have to keep the same distinction for Policies
and procedures. As a London employee, I can’t see
local policies from other branches.
I can browse and filter policies in a lot of manners:
my favourite list, recently updated, flat category
(enum TBD), hierachy tree (TBD), business unit,
most commented, most liked.
Each policy is related to some guides or news. I can
browse the version of the policy and contact the
author or the manager of the owner business unit.
The archive page provides me possibility to browse
the policies in 4 ways: recentrly updated, most
commented, most downloaded, flat category and
hierachy tree.
HOMEPAGE
The homepage is composed by the following widget:
news preview (main + 3, local & global), communities
(my groups, active discussions) , policy and
procedures (favourites and latest updated, local and
global) weather, photo of the day and quote of the
day, calendar, my favourite apps, business info, my
links.
MY APPS
In that page I can organize the list of corporate
applications deciding what I want to add to my
favourites.
PROFILE PAGE
It’s the hearth of the project. I can find all the
informations that belong to one of my colleagues,
from the contact details to the skills.
It is going to be divided into 3 sections: general
informations, purpose and task, qualification.
In the hierachy section I can find 3 areas: reports to
(name of the manager), works with (name of the
colleagues), is in charge of (name of the
subordinates). I can also see the organizational
chart.
“You can ask me for” is a widget with a list of words
or sentences: any line is a subject that the person
can be contacted for.
If the person is at work, I can start a chat with him or
her directly in that page.
I can’t add a person to my favourites.
PEOPLE
The people page is the archive page for personal
profiles. I can browse the list of my colleagues and
filter by branch or business unit.
HELP & TUTORIAL
In that page (under support & tools) I can browse the
guides by most liked or most commented. I also have
a call to action to contact HR and send a question or
a request for help.
BRANCH
The branch page is where I can find all the contents
related to a single branch: local announcements, site
contact details (address, email, faility manager,
telephone), weather, local news, local policies,
general info (history of the branch, specialization),
transportation info, people (number of employees,
business units in the branch), accomodation
reccommendation and food reccommendation.
It’s very visual because it needs to reinfoce the
values of interculturalism and unity of the bank.
As a London employee, I can see Milano’s page or
Wien’s page but I can’t see local policies or local
procedures (discussed during the meeting after the
presentation at the Committee).
GROUP
A group is the combination of 3 factors: an area of
interest (name of the group), people who can join
and leave (open vs closed groups) and informations
(discussions, calendar events, files).
Any group has an owner (1+) and a moderator (1+
that can be the owner too).
A discussion can have some tags, so it could be
related to a policy and procedure, a news or any
content.
SERP
The Search Engine Results Page can search in the
whole content library (respectin ACL) and I can
browse the results with an icon representing the
content type.
I can filter the serp by content type or date (last
week, last month, last year etc). Policy and
procedure has an advanced search.
exploration
Co-design workshop in Wien
Participatory design is an approach to design attempting to actively involve all stakeholders (e.g.
employees, partners, customers, citizens, end users) in the design process to help ensure the
result meets their needs and is usable. With BdB, we had the opportunity to invite employees to
cooperate with designers, researchers and developers during an innovation process.
discovery
#LRIS17 | @AriadneDigital
exploration
Benchmark & Moodboard♥
Moving towards the realization phase, we
use to set up a collaborative (client & the
whole design team) repository to store a
series of best practices and design
patterns for the specific segment: intranet
world and collaborative tools.
That repository will help us to be inspired
and for the concept & visual phase.
Resource
Center
America Society Source
Intranet
Clear view of a resource
center section where you can
keep all the documents in a
specific section
- Prioritised Search
- Brand Toolkit
- Resources
- Promoted Content
- Recently added
- Adding documents
exploration
#LRIS17 | @AriadneDigital
Single
Document
banco do brasil
gov.uk
website
Good way to present a single
document page with all the
information related to the doc
including details, date, list of
downloadable pdf, owner,
sections etc.
banco do brasilintranet design patterns
#LRIS17 | @AriadneDigital
Profile
Page
banco do brasil
Intermountain
Intranet
A clear structure for the
profile page with all the
information necessary to
understand the skills of
an employee. Also a clear
organisation charts
accessible in the profile
to quickly get an overview
of the structure of a team/
company
banco do brasilintranet design patterns
#LRIS17 | @AriadneDigital
Dorma+kaba
Intranet
banco do brasil
- Search box is always present
in one place for consistency
- Predictive Results and
clustering helps the user
finding contents related to a
particular section.
Predictive
Search
intranet design patterns
#LRIS17 | @AriadneDigital
#LRIS17 | @AriadneDigital
exploration
Sketching
We have sketched a series of low-fi
wireframes that could help us to share
first design ideas.
We started the ideation phase from the
latest IA version, workshop materials,
inspirations collection and our
assumptions.
In this phase contents are described like
lines, images or icons with boxes and the
arrangements of some elements/
informations must be reviewed together.
execution
Wireframing
A wireframe is a two-dimensional illustration of a page’s interface that
specifically focuses on space allocation and prioritization of content,
functionalities available, and intended behaviors.
For these reasons, wireframes typically do not include any styling, color, or
graphics. Wireframes also help establish relationships between a website’s
various templates.
Wireframes serve multiple purposes by helping to connect the site’s
information architecture to its visual design by showing paths between
pages. They also clarify consistent ways for displaying particular types of
information & functionalities on the user interface (UI).
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02.09.2016
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It is quite rewarding to see our sales force prospecting new promissing customers
throughout our markets and the motivation among our teams in seeking efficient
ways to perform our daily tasks.
Synergy Visit of BB AG and GETIN
New Managers for Portugal and Spain
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Marco Aurélio de Moura
The Head of Controlling (Marcos Carvalho) and  the Deputy General Manager of
GETIN (Luis Alberto) are doing a series of visits to BB AG branches to understand its
IT demands searching for efficiency and important gain on synergy.
The 1st visit occurred in Paris (last week) and all branches will be visited along the
2nd half of 2016. We would like to express our warmest welcome to Mr. José Belini
(Portugal) and Mr. Carlos Eduardo Ocáriz…
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AML-CFT_
Training_final
AML_Form Transfer_
benefits_
branches_v01
.PDF
137kb
.PDF
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.PDF
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version 1.5 version 2.6
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for all the Branches
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version 2.1
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allowance
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version 1.3
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transfer in Europe
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version 1.2Already valid
Owner Compliance, AML & Internal Control#procedure #internal
Abstract
Downloads
AML-CFT_
Training_final
AML-CFT_
Training_
template_1
AML-CFT_
Training_
template_2
BB AG needs to assure that customer service officers, staff involved in the execution of transactions, the management, the
Regional Compliance Officer (“RCO”), the Anti-Money Laundering Officer (“AMLO”) and all other staff are familiarised with the
provisions intended to prevent or combat money laundering or terrorist financing, based on the activities they perform.
This is due to the requirements defined by regulations, the constant development of the financial market, the new schemes
developed by money launderers and the constantly changing standards required by banks when knowing their clients, monitoring
their business relationships and reporting transactions.
The trainings can be set up either internally or organized contracting experienced external provider. Further adequate web based
trainings can be considered.
For the sake of readability, this procedure does not differentiate between the male and female gender. Generally the male gender
is being used, without the intention
to discriminate against women.
Branch
Expire dateNext review
23.07.2016January 2017
Author Approved
Eva Pfandl Management
Board
London
AML/CFT Training
Procedure
Approval date Effectiveness
Guides available
06.04.2016 12.05.2016
- How to apply for a travel refund
- How to change role into organisation
- How to use trining course
- How to gain bonuses
.PDF
137kb
.PDF
256kb
.PDF
319kb
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version 1.1
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3 Comments (1 new)
I don’t understand how it works the template request form.
I find some errors in the template page n°14 and 24. We need to review some parts of the request
form and share it with the HR team. It’s strange to find another text field on the last page of the
Template numeber 2. It’s much more easy with few steps.
Where can I find the informations about the template number 2?
The long box, pag.12 in the template number 1 is not easy to fill because there’s no link to the
emplyoees resourses.
10.07.2016
Now
26.05.2016
Raul Cervantes
Luisa Carrera
Enrique Williams
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Expand v
#LRIS17 | @AriadneDigital
UI & Visual
Look & Feel (visual design)
Banco do Brasil has a powerful brand and strict guidelines: our challenge was to
declinate their values in a corporate internal platform.
execution
execution
execution
touchpointstouchpoints
Style guide
execution
Font size px/em, leading px, kerning
PT Sans
Body copy
62px 74px 25px
27px 40px 25px
21px 28px 25px
18px 28px 25px
16px 27px 25px
16px 22px 50px
14px 18px 50px
14px 27px 50px
12px 18px 50px
Banco do Brasil was founded by then prince regent John (later King John VI of Portugal) to
finance the kingdom's public debt when he moved from Europe to Brazil, in 1808. "As a mixed
institution under state control, the Banco do Brasil served as a commercial bank, the
government's fiscal agent, and Brazil's first bank of issue."[4] It went bankrupt two times in
history: one at independence in 1821, when John VI returned to Portugal taking with him some
of the bank's assets, and the second in 1898.
Summary
It is quite rewarding to see our sales force prospecting new promissing customers throughout our markets
and the motivation among our teams in seeking efficient...
ways to perform our daily tasks.
During the execution phase, as far
as the design matures, we use to
document all the visual language in
a single style guide.
A style guide establishes and
enforces style to improve
communication. To do that, it
ensures consistency within a
design system and across multiple
touchpoints and enforces best
practice in usage and in language
composition, visual composition,
orthography and typography
prototyping
Rapid prototypingƼ
A prototype is a draft version of a product that allows you to explore your ideas and show the
intention behind a feature or the overall design concept to users before investing time and
money into development.
A prototype can be anything from paper drawings (low-fidelity) to something that allows click-
through of a few pieces of content to a fully functioning site (high-fidelity).
For Banco Do Brasil Intranet we’ve done high-fidelity prototypes that are computer-based, and
usually allow realistic (mouse-keyboard) user interactions. High-fidelity prototypes take you as
close as possible to a true representation of the user interface. High-fidelity prototypes are
assumed to be much more effective in collecting true human performance data (e.g., time to
complete a task), and in demonstrating actual products to clients, management, and others.
prototyping
prototyping
evaluate
Remote moderated usability test
Remote usability testing allows you to conduct user research with participants in their natural
environment by employing screen-sharing software or online remote usability vendor services.
We’ve organized 7 sessions inviting people belonging to different roles and branches.
privacy
privacy
evaluate
privacy
evaluate
privacy
#LRIS17 | @AriadneDigital
discovery
Test outcome: transforming pain points into opportunities
A test is a treasure made of insights: we produce a top line report of the research findings (easy
to read) plus expert practical recommendations to improve your product that you can implement
immediately. We select video highlights too.
We have got 7 opportunities, so the continuous improvement can flow into a redesign iteration.
Monday 19th December 2016
authors Lorenzo Franchini, Domenico Polimeno, Raffaele Boiano
Banco do Brasil
Intranet Redesign
Usability Test Report
“​ The real voyage of discovery consists not in seeking new landscapes, but in
having new eyes.​ ”
​ (Marcel Proust)
5​th​
Beat s.r.l.s.
Vico Teatro Nuovo, 43
80134 ​Napoli
CF ​07859411212
Roma
Via L. di Savoia, 2b
00185 Roma, Italy
Berlin
Charlottenstrasse 6
14057, Berlin, Germany
info@fifthbeat.com
www.fifthbeat.com
page. 1​/ 19
#bdb #intranet
Research structure
Methodological Notes
Usability test are the result of a combination of various techniques. Effectively, the test is not a
single technique that applies uniquely, within a precise theoretical frame and a single
experimental paradigm. We could better assume that usability test get in a family of
techniques, which are also the real ​raison d'être​ and the strength of usability compared to
other disciplines.
The main objective of the test is to ​analyze the behavior of real users ​towards final products
or prototypes, aiming specifically at :
● Identifying ​critical issues​ and bottlenecks in a user journey, in order to correct them
during the design phase;
● Finding out how ​the user thinks and behaves​, examining in depth real motivations and
difficulties;
During the test:
● Every user is observed ​individually ​and not in group;
● The tasks accomplished by the user are ​semi structured​;
These two features are common to different techniques, while other elements may change
according to the constraints of each project.
Test Data
Artefact Prototype of the new Intranet of Banco do Brasil
Participants 6 people
Framework Remote Thinking Aloud + Informal Interview
Number of Tasks 3 explorative tasks, 4 functional tasks
Location Remote moderator, User in his/her office
Documentation Audiovisual (​Screen + Face​), field notes
5​th​
Beat s.r.l.s.
CF​ 07859411212
Roma - Berlin
info@fifthbeat.com
​www.fifthbeat.com page 4​/ 19
#bdb #intranet
6. An appropriate intro for the “The Group section”
Link to the video:
https://validately.com/shares/tracker_clips/view?id=7664&uuid=f7c8de41-1370-43e0-b568-04ceff78b05f
Opportunity or problem
❶ ​The group section in the home page needs a specific introduction. Only once lead to this
section, the participant finds himself intrigued by the new opportunities given by the intranet.
Possible enhancement or solutions
❶​ This is a theme for change management. We need to guide and introduce the user to the
new design of the Intranet. An introductory text and other tutorials solutions like a first time
video is mandatory to explain the new features.
5​th​
Beat s.r.l.s.
CF​ 07859411212
Roma - Berlin
info@fifthbeat.com
​www.fifthbeat.com page 15​/ 19
#LRIS17 | @AriadneDigital
5 lessons learned
#LRIS17 | @AriadneDigital
Content isn’t the King, but it’s the Queen
In un ambiente informativo, IA & Design non bastano: i contenuti sono
la chiave di volta di questi progetti e vanno prodotti e raccolti,
classificati e prodotti in parallelo.
#LRIS17 | @AriadneDigital
Decisors on the table
È fondamentale lavorare con le persone giuste: se non abbiamo
coinvolto i decisori, poi questi vorranno fare dei cambiamenti anche
importanti a cose fatte.
#LRIS17 | @AriadneDigital
Coordination it’s not a tool, it’s a habit
Un team distribuito necessita di un coordinamento forte, non solo
tecnologico, ma di Project management organizzativo.
#LRIS17 | @AriadneDigital
Don’t underestimate the governance
Lavorare sul piano dell’organizzazione redazionale è indispensabile,
tanto più in un progetto che si rivolte ad organizzazioni con filiali o
branch.
#LRIS17 | @AriadneDigital
Time boxed feedback loop
Avere una roadmap con consegne precise, significa organizzare dei
meeting di presentazione e discussione dei deliverable. Il ciclo di
feedback va specificato nella roadmap.
#LRIS17 | @AriadneDigital
Grazie♥
@Ariadnedigital
www.ariadnedigital.it

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Enhance employee experience with Banco do Brasil's EMEA intranet

  • 1. Enhance employee experience la intranet EMEA di Banco do Brasil Giacomo Mason, Intranet Guru Raffaele Boiano, Head of UX Design Filippo Frignocca, Project Manager
  • 2. #LRIS17 | @AriadneDigital context & approach the case study 5 lessons learned ƽ
  • 3. #LRIS17 | @AriadneDigital The context & approach
  • 4.
  • 5. #LRIS17 | @AriadneDigital 1 2 3 Banco do Brasil S.A. is the largest Brazilian and Latin American bank by assets. It’s the oldest active bank in Brazil, and one of the oldest banks in the world. BdB offers its products and services approximately in 24 countries.
  • 6. #LRIS17 | @AriadneDigital discovery Perché una intranet Comunicazione verticale Aggiornamenti flash Policy, normative, modulistica Intranet “top down” e generaliste Intranet “bottom up” e profilate Supporto all’innovazione Gestione processi Comunicazione sui prodotti Comunicazione HR Documentazione operativa Help desk tecnico Formazione e autoformazione Collaborazione in team Community interne
  • 7. #LRIS17 | @AriadneDigital discovery Informazioni, processi e persone 2.0 Pagine informative News Documenti Applicazioni e servizi Moduli Workflow Collaborazione Network Community
  • 8. #LRIS17 | @AriadneDigital discovery Digital workplace Applicativi Documenti Piattaforme social 
 interne/esterne Intranet Formazione SSO Ricerca comune Profilazione Personalizzazione Organizzazione (IA) Coerenza Dinamicità http://www.steptwo.com.au/papers/intranet-front-door-wider-digital-workplace/ Un Digital workplace consiste in un insieme olistico di strumenti, piattaforme e ambienti per il lavoro, presentati all’utente in modo coerente, usabile e produttivo.
  • 9. #LRIS17 | @AriadneDigital User centered design e co-design Co-costruire il progetto con gli utenti
  • 10. #LRIS17 | @AriadneDigital Ascolto Progettazione Verifica Interviste Focus group Diari Shadowing Open space World café Co-design Test di usabilità Feedback
  • 11. #LRIS17 | @AriadneDigital discovery Il lavoro con gli utenti Obiettivi e
 strategie Governance Assessment
 bisogni Assessment
 contenuti Content map Prototipo html Mock up
 Grafici Wireframe Architettura
 informativa Sviluppo e integrazione Test funzionaliPorting
 contenuti Lancio
 (fase 1) Gestione Redesign UCD: discovery workshop obiettivi UCD: card sorting, 
 tree testing UCD: interviste, diari, shadowing UCD: test di usabilità UCD: co-design 
 workshop UCD: interviste, focus group, 
 questionari UCD: workshop contenuti UCD: test di usabilità
  • 12. #LRIS17 | @AriadneDigital Un lavoro da maratoneta
  • 13. #LRIS17 | @AriadneDigital Roadmap Più facili Più difficili Business needs User needs 1 2 3 3 4 4
  • 14. #LRIS17 | @AriadneDigital discovery La forza di Ariadne Digital scaturisce dalla collaborazione tra aziende d'eccellenza, leader nei settori chiave del successo di un progetto digitale: User Centered Design allo stato dell'arte ed una competenza tecnologica senza pari.
  • 16. #LRIS17 | @AriadneDigital team Project team Marcos Fernandes De Carvalho
 Head of Controlling, IT and Security
 Banco do Brasil AG Daniel Rezende
 IT Project Manager
 Banco do Brasil AG Giacomo Mason
 Intranet Specialist
 Internet Management Filippo Frignocca
 Project Manager
 Ariadne Raffaele Boiano Co-Founder Fifth Beat Francesco Vetica Head of Design Fifth Beat Domenico Polimeno UX Designer Fifth Beat Silvia Bertossi UI Designer Fifth Beat Bruno Pereira Carneiro
 IT PM Coordinator
 Banco do Brasil AG Mino Parisi UX Designer Fifth Beat
  • 17. empathize Starting with the right foot: a discovery workshop To design for users, you must begin with a deep understanding of users: an immersive discovery workshop is the best way to tackle relevant projects from the first day. We have created a series of User Experience (UX) workshop activities and training notes, aimed at guiding our facilitators through a project discovery process.
  • 19. #LRIS17 | @AriadneDigital empathize In-depth interviews We use in-depth interviews when we want to learn something profoundly new. Being semi-structured, each interview will be unique. That’s why in-depth narrative interviews need to be used in combination with other techniques, gathering information in order to support the organization when creating products, services and more. Vico Teatro Nuovo, 43 80134 Napoli CF 07859411212 5th Beat s.r.l.s. Roma Ludivico di Savoia 2b 00185 Roma, Italy Berlin Krausenstraße 8 – I. OG D–10117 Berlin, Germany 1 info@fifthbeat.com www.fifthbeat.com 1 quotes from the intervews Banco do Brasil AG intranet “Everyone needs to be integrated in one bank ” “We need to simplify complexity” (quotes from the Discovery Workshop held in Wien on April 22nd) #bdbag #research #interviews authors Raffaele Boiano, Lorenzo Franchini contact raffaele@fifthbeat.com version 1.0 date may 21st 2016 Vico Teatro Nuovo, 43 80134 Napoli CF 07859411212 5th Beat s.r.l.s. Roma Ludivico di Savoia 2b 00185 Roma, Italy Berlin Krausenstraße 8 – I. OG D–10117 Berlin, Germany 1 info@fifthbeat.com www.fifthbeat.com 1 user needs and pain points Banco do Brasil AG intranet “Everyone needs to be integrated in one bank ” “We need to simplify complexity” (quotes from the Discovery Workshop held in Wien on April 22nd) #bdbag #research #interviews authors Raffaele Boiano, Lorenzo Franchini contact raffaele@fifthbeat.com version 1.0 date may 24st 2016
  • 20. #LRIS17 | @AriadneDigital empathize Personas We focused on the user, starting from personas. The purpose of personas is to create reliable and realistic representations of your key audience segments for reference. These representations should be based on qualitative and some quantitative user research and web analytics. Access to information Interest in macro themes Interest in micro themes Engagement Sharing attitude Sense of isolation Persona USER NEEDS & WANTS BUSINESS GOALS Banco Do Brasil AG - Intranet QUOTE Gabriela Novo Gabriela is a new member of the staff (less than 1 year with the bank). She doesn’t know anything about BB SA or BB AG culture and it’s difficult for her to find documents or informations. She has a degree in economics env if she’s much more interested into art and music. 25 years old - Porto • needs to understand BB culture • needs to know how many tools she will use and why • needs to know who is responsible for what • wants to have a welcome pack with all the informations to start with the right foot • wants to extend her colleague network • tbd Trainee clerk “ Sometimes I send an email to me (with an important, updated and recent document), because I do not know when I need this” PRIMARY Access to information Interest in macro themes Interest in micro themes Engagement Sharing attitude Sense of isolation Persona USER NEEDS & WANTS BUSINESS GOALS Banco Do Brasil AG - Intranet QUOTE Damiano Alertaò Damiano is a deputy manager in Milan. He has been transferred from Sao Paulo and he has close relationship with Brazil. He is very operative. His focus is credit analysis and he is the one who is in charge of the communication with important clients for the credit lines. Sometimes he feels isolated. Lack of communication among branches in Europe is challenging him. He wishes more support. He still relies on IN of the Banco do Brazil SA even though he realized that things changes for each European country. 33 years old - Milan • needs to feel part of what the bank is going to do in Europe • needs simple access to documents & policies (Instuctiones Normativas and Wiki) • needs to customize the alerts • wants to follow the approvals in real time • wants to have easy access to email in any context • tbd Deputy Manager “ Sometimes what I feel is that we have a lack of communication” PRIMARY Access to information Interest in macro themes Interest in micro themes Engagement Sharing attitude Sense of isolation Persona USER NEEDS & WANTS BUSINESS GOALS Banco Do Brasil AG - Intranet QUOTE Luciana Femmesérieuse Luciana has been working as advisor for the director at the Paris branch. Her area is credit risk and she needs to have constantly an overview on companies in Europe and above all, France. Credit proposals and approvals are her main focus. She uses 360 software and she needs constantly a quick way to communicate with Brazil, Lisbon and Vienna. She gets confused because there is not a clear address book and she struggles when she needs to enter in contact with new colleagues. 36 years old - Paris • needs to find easily her softwares in one place • needs to follow credit proposals on one interface rather than email • needs to be constantly updated with news about companies who work with BB AG • needs an address and phone book in her pc and possibly in her phone too • tbd Branch Advisor “ I really like to receive information about credit and everything credits related goes to email…related to your area of work ” PRIMARY
  • 21. #LRIS17 | @AriadneDigital empathize User stories User stories describe the interactions between a persona and the context of use. They note the goals and questions to be achieved and sometimes define the possibilities of how the users can achieve them on the touchpoint. User stories are critical both for designing an interface and for usability testing.
  • 22. #LRIS17 | @AriadneDigital empathize Luciana Femmesérieuse - Branch Advisor - user stories ST_05 I want to have a complete list of BdB AG applications in one page so that I can easily find what I need every day ST_06 I want to keep all my contacts information in one place so that I can retrieve information on people, every information i.e. if someone is on vacation. ST_07 I want to stay constantly updated on companies who work with BB AG so that I don't have to constanly check news to know if something is changed ST_08 I want to have an online place to share the info about a procedure (i.e. credit proposals) so that I can organize all the knowledge
  • 23. exploration Information Architecture Information architecture is the practice of deciding how to arrange the parts of something to be understandable. A good IA helps people to understand their surroundings and find what they’re looking for – in the real world as well as online. Practicing information architecture involves facilitating the people and organizations we work with to consider their structures and language thoughtfully. #LRIS17 | @AriadneDigital
  • 24. ia IA Onthology - LEGEND Banco Do Brasil AG Intranet Editorial Content type User generated Content Type Web Wizards How this cognitive space is shaped? Event Course Branch Business Info Weather Task ⋆ ƻ Person Application ⋆ ⋆ News Simple content page ⋆ ⋆ Policy & Procedure Daily quote Daily photo Guide ⋆ My page Book a meeting room Comment Group ȑ⋆ Content type actions comment ⋆ add to fav add to notify download filter search share ƻ send message add (create) and edit list people ȑ join rate start process Relation action list people Version 0.4, 17/11/2016
  • 25. IA Taxonomy - Content Type Catalog Banco Do Brasil AG Intranet Person Branch News Policy and procedure Guide Course Event Simple content page Application Photo of the day Quote of the day Group Task How are contents structured? Person Name Role Branch Email Phone Fax Photo Birthday If absent ask Business Unit Hierarchy View in org About me You can ask me for Keywords Job responsability Main task Internal intrfaces External interfaces Education Work experience Language skills IT Skills Tech Skills Personal skills Internal cerifications … Text Text Branch Text Text Text Image Datetime Person Enum (HR, IT) Person Link Rich text Enum (tags) Enum (tags) Rich text Text Text Text Text Text Text Text Text Text Text Policy and procedure Title Summary Owner Version Author Branch Tag Locality Approval date Effectivness Expire date Approved by Next Review Attachments Categories Browse Type Text Rich Text Enum (BU) Text Person Enum (UK…) Enum (UK…) ENUM(Global,Local) Datetime Datetime Datetime Enum (BU) Datetime Files Enum (Health…) Enum (Hierachy tree) Enum (Policy, procedure…) Branch Country City Address Mail Phone Number Fax number Facility manager Main photo Photogallery Branch description Map X Map Y Transportation Accomodations Food … Text Text Text Text Text Text Person Image Images Rich Text Number Number Rich text Rich text Rich text News Title Main Photo Date Abstract Text Locality Branch Category Author Tag Photogallery Attachements BU Likes Type … Text Image Datetime Rich Text Rich Text Enum (Global,Local) Branch Enum (Economy…) Person Enum (tags) Images Files Enum (HR…) Enum (News, Announcement) Guide Title Abstract Text Author Category Attachements … Text Rich Text Rich Text Person ENUM() Files Simple content page Title Photo Photogallery Date Author Tag Attachements … Text Image Images Datetime Person Enum (tags) Files Application Title Description BU Link Icon Owner … Text Rich Text Enum (BU) Text Image Person Photo of the day Image Title Description Branch Proposed by Image Text Rich Text Enum (London…) Person Quote of the day Quote Author Link Proposed by Text Text Text Person Group Title Owner Image Files … Text Person Image Files Task Title Due date … Text Datetime Course Name Description Category Image/icon Start Date Deadline Attachement Location … Text Rich Text ENUM (IT…) Image Datetime Datetime FIles Text Event Name Date Place Range Guests Category Location Proponent (B.U.) Attachement Description … Text Datetime Enum (Local/Global) Enum (Global,Local) Persons Enum (generic..) Text Enum (BU) File Rich Text
  • 26. IA - Navigation Banco Do Brasil AG Intranet How can you browse information? Main Menu It’s a structural menu that represents the top-level pages of the intranet’s structure — or the pages just below the home page. The links in the main navigation are expected to lead to pages within the site and behave in a very consistent way. Overall, a main menu supports a variety of user tasks and modes of information seeking, including known- item seeking, exploration, and even re-finding. From a user's standpoint, the main navigation plays a critical role in using the site Personal Utility Menu Utility menu connects tools and features that assist visitors in using the site. These pages are generally not part of the main topic hierarchy of the site. Other options may not have a page associated with them at all. Instead, they are functions of the site (i.e. logging out or changing the font size). Utility navigation is generally smaller than primary navigation mechanisms and appears on the top, sides, or bottom of the page. Footer Menu Located at the bottom of the page, footer navigation is usually represented by text links. These often access a single page with no further levels of structure below them—a deadend, so to speak. Traditionally, footer navigation contains supplementary information not pertinent to main topic of the site, such as copyright information, terms and conditions, and site credits. In this sense, footer navigation doesn't address a specific user need, but addresses a legal requirement for site owners. Footer navigation is often used as a catch-all for various types of content and it can lack consistency in an organizational scheme. IA - Navigation Banco Do Brasil AG Intranet How can you browse information? Main Menu It’s a structural menu that represents the top-level pages of the intranet’s structure — or the pages just below the home page. The links in the main navigation are expected to lead to pages within the site and behave in a very consistent way. Overall, a main menu supports a variety of user tasks and modes of information seeking, including known- item seeking, exploration, and even re-finding. From a user's standpoint, the main navigation plays a critical role in using the site Personal Utility Menu Utility menu connects tools and features that assist visitors in using the site. These pages are generally not part of the main topic hierarchy of the site. Other options may not have a page associated with them at all. Instead, they are functions of the site (i.e. logging out or changing the font size). Utility navigation is generally smaller than primary navigation mechanisms and appears on the top, sides, or bottom of the page. Footer Menu Located at the bottom of the page, footer navigation is usually represented by text links. These often access a single page with no further levels of structure below them—a deadend, so to speak. Traditionally, footer navigation contains supplementary information not pertinent to main topic of the site, such as copyright information, terms and conditions, and site credits. In this sense, footer navigation doesn't address a specific user need, but addresses a legal requirement for site owners. Footer navigation is often used as a catch-all for various types of content and it can lack consistency in an organizational scheme. Main Menu Company Branches Policies & procedures HR Lounge Business Info Support tools Forms - HR tickets - Admin tickets - IT tickets - Meeting room booking Collaboration - Meetings - Chat - Shared files How do I...Rates Market indicators Targets & Results SCE Indicators Campaigns Useful links Useful pratical info Welcome kit HR Processes Opportunity Skill portfolio Requests Global policies Local policies Code of Ethics Committees Limits of Authorization Mandatory publications Portugal - Site detail - Local policies - Local news - Photogallery - Announcements (ACL) - Local docs (ACL) Communication - News archive - Announcement archive - Pressespiegel - Event calendar Organization - Org-chart - Management - Useful phone numbers Who we are - History - Value, mission, vision - Articles of associations People Groups Apps Alert Webmail Favourites Tasks Name Surname - My profile - Event Calendar - Book a meeting room - Welcome Kit Personal Utility Menu Sitemap A-Z Contact Help Careers Leave a feedback Footer Menu
  • 27. IA - Choreography rules Banco Do Brasil AG Intranet How will you experience the information? A set of rules Choreography is the rules for interaction among the parts. This part of information architecture deals with how meaning and structure fit together, ensuring that the flow of an experience delights the user and doesn’t distract from what the user is trying to do. The essence of choreography is the placement of meaning and structure into a flow with a specific context. NEWS News need to be clearly divided into global and local: global is meant to be for updates provided by the central BB AG newsroom, otherwise local is for the updates that are curated by the single branches. I can browse and filter news by category, by branch, by author, by date, by tag, by number of comments and number of likes. Related contents are auto generated by metadata: thay can be any content type who shares common metadata. POLICIES AND PROCEDURES We have to keep the same distinction for Policies and procedures. As a London employee, I can’t see local policies from other branches. I can browse and filter policies in a lot of manners: my favourite list, recently updated, flat category (enum TBD), hierachy tree (TBD), business unit, most commented, most liked. Each policy is related to some guides or news. I can browse the version of the policy and contact the author or the manager of the owner business unit. The archive page provides me possibility to browse the policies in 4 ways: recentrly updated, most commented, most downloaded, flat category and hierachy tree. HOMEPAGE The homepage is composed by the following widget: news preview (main + 3, local & global), communities (my groups, active discussions) , policy and procedures (favourites and latest updated, local and global) weather, photo of the day and quote of the day, calendar, my favourite apps, business info, my links. MY APPS In that page I can organize the list of corporate applications deciding what I want to add to my favourites. PROFILE PAGE It’s the hearth of the project. I can find all the informations that belong to one of my colleagues, from the contact details to the skills. It is going to be divided into 3 sections: general informations, purpose and task, qualification. In the hierachy section I can find 3 areas: reports to (name of the manager), works with (name of the colleagues), is in charge of (name of the subordinates). I can also see the organizational chart. “You can ask me for” is a widget with a list of words or sentences: any line is a subject that the person can be contacted for. If the person is at work, I can start a chat with him or her directly in that page. I can’t add a person to my favourites. PEOPLE The people page is the archive page for personal profiles. I can browse the list of my colleagues and filter by branch or business unit. HELP & TUTORIAL In that page (under support & tools) I can browse the guides by most liked or most commented. I also have a call to action to contact HR and send a question or a request for help. BRANCH The branch page is where I can find all the contents related to a single branch: local announcements, site contact details (address, email, faility manager, telephone), weather, local news, local policies, general info (history of the branch, specialization), transportation info, people (number of employees, business units in the branch), accomodation reccommendation and food reccommendation. It’s very visual because it needs to reinfoce the values of interculturalism and unity of the bank. As a London employee, I can see Milano’s page or Wien’s page but I can’t see local policies or local procedures (discussed during the meeting after the presentation at the Committee). GROUP A group is the combination of 3 factors: an area of interest (name of the group), people who can join and leave (open vs closed groups) and informations (discussions, calendar events, files). Any group has an owner (1+) and a moderator (1+ that can be the owner too). A discussion can have some tags, so it could be related to a policy and procedure, a news or any content. SERP The Search Engine Results Page can search in the whole content library (respectin ACL) and I can browse the results with an icon representing the content type. I can filter the serp by content type or date (last week, last month, last year etc). Policy and procedure has an advanced search.
  • 28. exploration Co-design workshop in Wien Participatory design is an approach to design attempting to actively involve all stakeholders (e.g. employees, partners, customers, citizens, end users) in the design process to help ensure the result meets their needs and is usable. With BdB, we had the opportunity to invite employees to cooperate with designers, researchers and developers during an innovation process.
  • 30. #LRIS17 | @AriadneDigital exploration Benchmark & Moodboard♥ Moving towards the realization phase, we use to set up a collaborative (client & the whole design team) repository to store a series of best practices and design patterns for the specific segment: intranet world and collaborative tools. That repository will help us to be inspired and for the concept & visual phase.
  • 31. Resource Center America Society Source Intranet Clear view of a resource center section where you can keep all the documents in a specific section - Prioritised Search - Brand Toolkit - Resources - Promoted Content - Recently added - Adding documents exploration #LRIS17 | @AriadneDigital
  • 32. Single Document banco do brasil gov.uk website Good way to present a single document page with all the information related to the doc including details, date, list of downloadable pdf, owner, sections etc. banco do brasilintranet design patterns #LRIS17 | @AriadneDigital
  • 33. Profile Page banco do brasil Intermountain Intranet A clear structure for the profile page with all the information necessary to understand the skills of an employee. Also a clear organisation charts accessible in the profile to quickly get an overview of the structure of a team/ company banco do brasilintranet design patterns #LRIS17 | @AriadneDigital
  • 34. Dorma+kaba Intranet banco do brasil - Search box is always present in one place for consistency - Predictive Results and clustering helps the user finding contents related to a particular section. Predictive Search intranet design patterns #LRIS17 | @AriadneDigital
  • 35. #LRIS17 | @AriadneDigital exploration Sketching We have sketched a series of low-fi wireframes that could help us to share first design ideas. We started the ideation phase from the latest IA version, workshop materials, inspirations collection and our assumptions. In this phase contents are described like lines, images or icons with boxes and the arrangements of some elements/ informations must be reviewed together.
  • 36.
  • 37. execution Wireframing A wireframe is a two-dimensional illustration of a page’s interface that specifically focuses on space allocation and prioritization of content, functionalities available, and intended behaviors. For these reasons, wireframes typically do not include any styling, color, or graphics. Wireframes also help establish relationships between a website’s various templates. Wireframes serve multiple purposes by helping to connect the site’s information architecture to its visual design by showing paths between pages. They also clarify consistent ways for displaying particular types of information & functionalities on the user interface (UI).
  • 38. Sitemap External link 1 External link 2 External link 3A-Z Index Contact Help CareersLogo Last 5 upcoming events 06.09.2016 08.09.2016 Team Building Simona Birthbay 09.09.2016 Business Run 14.09.2016 Project Checkpoint 21.09.2016 Meeting Workflow BBSA Change Request Platform Clarity Webex Flexcube ARS (BBSA IT Ticketing) Euro Exchange Rate 1.12 € OBIEE Learn Platform “ Success is no accident. It is hard work, perseverance, learning, studying, sacrifice and most of all, love of what you are doing ” Pelè All quotes > London 19° - 21° C 30% humidity 21/09/2016 v Search for policies, documents, people in all BB Intranet Global News Documents News Global Policies Local News Local Policies Updates Message from the CEO Welcome Luciana, you have 1 task for the day… 02.09.2016 06.09.2016 11.09.2016 Favourites Apps Business info It is quite rewarding to see our sales force prospecting new promissing customers throughout our markets and the motivation among our teams in seeking efficient ways to perform our daily tasks. Synergy Visit of BB AG and GETIN New Managers for Portugal and Spain Your groups Last active topics Your favourites Marco Aurélio de Moura The Head of Controlling (Marcos Carvalho) and  the Deputy General Manager of GETIN (Luis Alberto) are doing a series of visits to BB AG branches to understand its IT demands searching for efficiency and important gain on synergy. The 1st visit occurred in Paris (last week) and all branches will be visited along the 2nd half of 2016. We would like to express our warmest welcome to Mr. José Belini (Portugal) and Mr. Carlos Eduardo Ocáriz… Markets group Why European market is changed? Home Rents in London Stocks and Changes EU Market New report Financial Crisis by economist Neil Simon Local Events in London New BB Education courses Dogs & Pets lovers 21 230 +1 +1 View all > View all > View all > advanced search > GO In September we change all the policies about educations benefits Dismissal request is changed last month Health Benefits Travel cost and return Extra bonuses How to request refund Salary benefits v.1.2 v.1.9 v.1.5 v.1.0 v.1.4 Human Resources Human Resources Human Resources Human Resources Human Resources Human Resourse Law Department Human ResourseBonus benefits for new young emplyoees SFTWM TS 21 3 4 5 6 7 8 9 10 11 12 13 14 15 16 17 18 19 20 21 2322 24 25 26 27 28 3029 S E P T E M B E R 2 0 1 6 From Communities Stock & markets 12 21 Sport BdB group 198 +10 Our Office group 31 +3 +3 +3 +3 +3 +3 London Branch 2905 +37 all events > Daily Photo All photos > Policy People Branches Policy and procedures HR Lounge Business Info Support & Tools Luciana FemmesérieuseMY TASK FAV E-MAIL ALERT CompanyLogo Search for policies, documents, people APPSGROUPSPEOPLE View all > View all > back In this page you can find all the contacts of your colleagues, and you can read their full profile and skills. Search results: 3 profiles Grid List view People Search Full profile > Full profile > +044 XXX XXX XXX +044 XXX XXX XXX +044 XXX XXX XXX +044 XXX XXX XXX rafael.tavares@bb.com.br robert.tavares@bb.com.br Rafael Tavares Robert Tavares Controlling, IT & Information Security Analyst Business Analyst Wien, Austria Wien, Austria Contacts Contacts Sitemap External link 1 External link 2 External link 3A-Z Index Contact Help CareersLogo START A CHAT LEAVE A MESSAGE Online Offline Full profile > +044 XXX XXX XXX +044 XXX XXX XXX simona.tavares@bb.com.br Simona Tavares Project Manager Wien, Austria Contacts START A CHATOnline Company Branches Policy and procedures HR Lounge Business Info Support & Tools Luciana Femmesérieuse Logo MY TASK FAV E-MAIL ALERT Search for policies, documents, people PEOPLE Tavares Search Branch Department + add department + add skills advanced search > Skill Austria All Select skills GO APPSGROUPS execution
  • 39. execution back Most commented policis Policies and Procedures How to get a vacation? How to get education course? How to get extra salary? Don’t worry about your first step in Banco do Brasil How to get babies bonus? Help & Tutorials In this part of the page there are some usefull and more frequent questions about internal policies and procedures. Also you can suggest and give feedback at our e-mail adress: human.resources@bb.com.br view all helps > Lastest download 1. Fill all the form of the template that you can download 1. Go to the 1. Fill all the form of the template that you can download Here you can find all need to get information about our policies and the most usefull template to set your first requestes. 1. Fill all the form of the template that you can download 2. Upload the template on the human resources page 2. Upload extra hours in the time sheet 2. Upload the template in the human resources page Education Page General Most usefull templates - About Banco do Brasil - Sick leave holidays - Our vision - Benefit request - Branches - Education - Help online - Education course request - Office stuff - Transfer policy 3. Set the request in review status 2. Set the request form with all your details 3. Wait 1-2 days and check e-mail 3. Upload the documents in the human resources page 4. Wait 1-2 hours and finally read the answer on calendar 4. Wait 1-2 days and finally read the answer on e-mail 4. Check your next monthly salary 5. For more informations read the entire policy and download 5. For more informations read the entire policy and download 4. For more informations read the entire policy and download View View View View Search GO Latest Updates Policy’s categories Company Monetary Security Education Privacy Social Leave Feedbacks about page Company Branches Policy and procedures HR Lounge Business Info Support & Tools Luciana Femmesérieuse Logo MY TASK FAV E-MAIL ALERT Governance Procedures Transfert Health Purchase Transport Favourites policies In September we change all the policies about educations benefits Time openings Work permits Dismissal request is changed last month Law Department Transfer out UK Human Resourse v1.4 v2.6 v1.3 Bonus benefits for new young emplyoees Human Resourse Extra activities v1.4 News roles for lunch and dinner benefitsNews roles for lunch and dinner benefits New training courses in London Branch London Branch Secretary London Branch Secretary Benefits procedure Extra activities v1.4 v1.4 archive > view all > Advanced search AML-CFT_ Training_final AML_Form Transfer_ benefits_ branches_v01 .PDF 137kb .PDF 256kb .PDF 1.5MB Nursery Policy Work Permits version 1.5 version 2.6 Policy for the company nursery Policy for the permits for all the Branches Family Allowances version 2.1 Policy for the family allowance Working transfers version 1.3 Policy for working transfer in Europe Sitemap External link 1 External link 2 External link 3A-Z Index Contact Help CareersLogo +15 +9 +12 +2 Search for policies, documents, people PEOPLE version 1.2Already valid Owner Compliance, AML & Internal Control#procedure #internal Abstract Downloads AML-CFT_ Training_final AML-CFT_ Training_ template_1 AML-CFT_ Training_ template_2 BB AG needs to assure that customer service officers, staff involved in the execution of transactions, the management, the Regional Compliance Officer (“RCO”), the Anti-Money Laundering Officer (“AMLO”) and all other staff are familiarised with the provisions intended to prevent or combat money laundering or terrorist financing, based on the activities they perform. This is due to the requirements defined by regulations, the constant development of the financial market, the new schemes developed by money launderers and the constantly changing standards required by banks when knowing their clients, monitoring their business relationships and reporting transactions. The trainings can be set up either internally or organized contracting experienced external provider. Further adequate web based trainings can be considered. For the sake of readability, this procedure does not differentiate between the male and female gender. Generally the male gender is being used, without the intention to discriminate against women. Branch Expire dateNext review 23.07.2016January 2017 Author Approved Eva Pfandl Management Board London AML/CFT Training Procedure Approval date Effectiveness Guides available 06.04.2016 12.05.2016 - How to apply for a travel refund - How to change role into organisation - How to use trining course - How to gain bonuses .PDF 137kb .PDF 256kb .PDF 319kb Related policies Nursery Policy Work Permits version 1.5 version 2.6 read more >read more > Policy for the company nursery Policy for the permits for all the Branches Family Allowances version 2.1 Policy for the family allowance Working transfers version 1.3 Policy for working transfer in Europe read more > read more > AML/CFT Training Procedure v.1This document replaces Sitemap External link 1 External link 2 External link 3A-Z Index Contact Help CareersLogo Company Branches Policy and procedures HR Lounge Business Info Support & Tools Luciana Femmesérieuse Logo version 1.1 version 1.0 Changed on general terms New templates 3 Comments (1 new) I don’t understand how it works the template request form. I find some errors in the template page n°14 and 24. We need to review some parts of the request form and share it with the HR team. It’s strange to find another text field on the last page of the Template numeber 2. It’s much more easy with few steps. Where can I find the informations about the template number 2? The long box, pag.12 in the template number 1 is not easy to fill because there’s no link to the emplyoees resourses. 10.07.2016 Now 26.05.2016 Raul Cervantes Luisa Carrera Enrique Williams Insert a new comment Homepage Policy and procedures Leave Feedbacks about page MY TASK FAV E-MAIL ALERT Search for policies, documents, people APPSGROUPSPEOPLE Releated content 14.07.2016 - New Template is added to this Policy, we recomand to follow instruction inside file. 21.06.2016 - HR remember that is important to dolor sit amet, consectetur adipiscing elit. Phasellus pretium efficitur felis. 21.06.2016 - The Policy is updatefor the all Branches pretium efficitur felis, ut mollis mauris mattis et. Integer tristique neque vel eros ultricies tempus. Cras sed nisl quis felis dignissim vehicula. Vivamus posuere dolor et est vulputate tristique sed et arcu. Phasellus a diam ornare, vehicula ligula fringilla, ultricies orci. 18.06.2016 - The Policy is integrated with more details about the request form and mauris fringilla condimentum lectus pretium vulputate. Mauris purus nulla, finibus eu justo eu, rhoncus mollis tortor. Expand v
  • 40. #LRIS17 | @AriadneDigital UI & Visual Look & Feel (visual design) Banco do Brasil has a powerful brand and strict guidelines: our challenge was to declinate their values in a corporate internal platform.
  • 42.
  • 45. touchpointstouchpoints Style guide execution Font size px/em, leading px, kerning PT Sans Body copy 62px 74px 25px 27px 40px 25px 21px 28px 25px 18px 28px 25px 16px 27px 25px 16px 22px 50px 14px 18px 50px 14px 27px 50px 12px 18px 50px Banco do Brasil was founded by then prince regent John (later King John VI of Portugal) to finance the kingdom's public debt when he moved from Europe to Brazil, in 1808. "As a mixed institution under state control, the Banco do Brasil served as a commercial bank, the government's fiscal agent, and Brazil's first bank of issue."[4] It went bankrupt two times in history: one at independence in 1821, when John VI returned to Portugal taking with him some of the bank's assets, and the second in 1898. Summary It is quite rewarding to see our sales force prospecting new promissing customers throughout our markets and the motivation among our teams in seeking efficient... ways to perform our daily tasks. During the execution phase, as far as the design matures, we use to document all the visual language in a single style guide. A style guide establishes and enforces style to improve communication. To do that, it ensures consistency within a design system and across multiple touchpoints and enforces best practice in usage and in language composition, visual composition, orthography and typography
  • 46. prototyping Rapid prototypingƼ A prototype is a draft version of a product that allows you to explore your ideas and show the intention behind a feature or the overall design concept to users before investing time and money into development. A prototype can be anything from paper drawings (low-fidelity) to something that allows click- through of a few pieces of content to a fully functioning site (high-fidelity). For Banco Do Brasil Intranet we’ve done high-fidelity prototypes that are computer-based, and usually allow realistic (mouse-keyboard) user interactions. High-fidelity prototypes take you as close as possible to a true representation of the user interface. High-fidelity prototypes are assumed to be much more effective in collecting true human performance data (e.g., time to complete a task), and in demonstrating actual products to clients, management, and others.
  • 49. evaluate Remote moderated usability test Remote usability testing allows you to conduct user research with participants in their natural environment by employing screen-sharing software or online remote usability vendor services. We’ve organized 7 sessions inviting people belonging to different roles and branches. privacy privacy
  • 52. #LRIS17 | @AriadneDigital discovery Test outcome: transforming pain points into opportunities A test is a treasure made of insights: we produce a top line report of the research findings (easy to read) plus expert practical recommendations to improve your product that you can implement immediately. We select video highlights too. We have got 7 opportunities, so the continuous improvement can flow into a redesign iteration. Monday 19th December 2016 authors Lorenzo Franchini, Domenico Polimeno, Raffaele Boiano Banco do Brasil Intranet Redesign Usability Test Report “​ The real voyage of discovery consists not in seeking new landscapes, but in having new eyes.​ ” ​ (Marcel Proust) 5​th​ Beat s.r.l.s. Vico Teatro Nuovo, 43 80134 ​Napoli CF ​07859411212 Roma Via L. di Savoia, 2b 00185 Roma, Italy Berlin Charlottenstrasse 6 14057, Berlin, Germany info@fifthbeat.com www.fifthbeat.com page. 1​/ 19 #bdb #intranet Research structure Methodological Notes Usability test are the result of a combination of various techniques. Effectively, the test is not a single technique that applies uniquely, within a precise theoretical frame and a single experimental paradigm. We could better assume that usability test get in a family of techniques, which are also the real ​raison d'être​ and the strength of usability compared to other disciplines. The main objective of the test is to ​analyze the behavior of real users ​towards final products or prototypes, aiming specifically at : ● Identifying ​critical issues​ and bottlenecks in a user journey, in order to correct them during the design phase; ● Finding out how ​the user thinks and behaves​, examining in depth real motivations and difficulties; During the test: ● Every user is observed ​individually ​and not in group; ● The tasks accomplished by the user are ​semi structured​; These two features are common to different techniques, while other elements may change according to the constraints of each project. Test Data Artefact Prototype of the new Intranet of Banco do Brasil Participants 6 people Framework Remote Thinking Aloud + Informal Interview Number of Tasks 3 explorative tasks, 4 functional tasks Location Remote moderator, User in his/her office Documentation Audiovisual (​Screen + Face​), field notes 5​th​ Beat s.r.l.s. CF​ 07859411212 Roma - Berlin info@fifthbeat.com ​www.fifthbeat.com page 4​/ 19 #bdb #intranet 6. An appropriate intro for the “The Group section” Link to the video: https://validately.com/shares/tracker_clips/view?id=7664&uuid=f7c8de41-1370-43e0-b568-04ceff78b05f Opportunity or problem ❶ ​The group section in the home page needs a specific introduction. Only once lead to this section, the participant finds himself intrigued by the new opportunities given by the intranet. Possible enhancement or solutions ❶​ This is a theme for change management. We need to guide and introduce the user to the new design of the Intranet. An introductory text and other tutorials solutions like a first time video is mandatory to explain the new features. 5​th​ Beat s.r.l.s. CF​ 07859411212 Roma - Berlin info@fifthbeat.com ​www.fifthbeat.com page 15​/ 19
  • 53. #LRIS17 | @AriadneDigital 5 lessons learned
  • 54. #LRIS17 | @AriadneDigital Content isn’t the King, but it’s the Queen In un ambiente informativo, IA & Design non bastano: i contenuti sono la chiave di volta di questi progetti e vanno prodotti e raccolti, classificati e prodotti in parallelo.
  • 55. #LRIS17 | @AriadneDigital Decisors on the table È fondamentale lavorare con le persone giuste: se non abbiamo coinvolto i decisori, poi questi vorranno fare dei cambiamenti anche importanti a cose fatte.
  • 56. #LRIS17 | @AriadneDigital Coordination it’s not a tool, it’s a habit Un team distribuito necessita di un coordinamento forte, non solo tecnologico, ma di Project management organizzativo.
  • 57. #LRIS17 | @AriadneDigital Don’t underestimate the governance Lavorare sul piano dell’organizzazione redazionale è indispensabile, tanto più in un progetto che si rivolte ad organizzazioni con filiali o branch.
  • 58. #LRIS17 | @AriadneDigital Time boxed feedback loop Avere una roadmap con consegne precise, significa organizzare dei meeting di presentazione e discussione dei deliverable. Il ciclo di feedback va specificato nella roadmap.