Role
Facilitation + practice building
Workshop facilitation, stakeholder alignment, client-panel design, and reusable activity-template development.
Design Thinking workshop facilitation · stakeholder alignment · client collaboration
Project overview
I pioneered and introduced Design Thinking workshop practices that gave teams a shared starting point, made client feedback more actionable, and helped turn Design Thinking into a practical part of how FIS Digital Banking worked.
“We need to make these stakeholder workshops a fixture of the process. If there's an item to be investigated, there should always be a stakeholder workshop, and that's how we wrap our heads around it and make sure that we're all on the same page.”
Role
Workshop facilitation, stakeholder alignment, client-panel design, and reusable activity-template development.
Organization
Introducing the practice within a fast-moving digital banking environment.
Scope
Cross-functional alignment workshops and structured client-panel workshops.
Purpose
Help teams turn fragmented context, pain points, and priorities into a shared path forward.
Outputs
Workshop activities, reusable templates, aligned priorities, and actionable client input.
Approach
Simple, structured exercises that supported real product conversations and decisions.
The challenge
When I joined the Digital Banking team at FIS, the practice of design thinking workshops was... well, non-existent. It appeared to me that various teams had siloed priorities and misaligned goals, and that conversations with clients could benefit from a dose of structure and actionability. Additionally, the UX team was frequently being assigned to projects with little to no context beyond a bullet point on a roadmap document as to what the work was actually about.
I saw an opportunity to introduce the practice of design thinking workshops which I felt could address these issues, not just for product development, but also to align internal teams and strengthen client relationships.
My role
Through targeted workshops, I helped internal stakeholders align on goals, clarify project objectives and priorities, identify product pain points, and generally communicate and collaborate more effectively.
I also introduced structured client panel workshops to engage better with clients and elevate their voices, creating a process where their feedback could directly inform product decisions.
Getting started is more important than being right. Rather than having endless circular discussions about what the one perfect solution could be, we embrace an action-oriented and experimental mindset and aim to make progress fast, even if it's based on assumptions.
And responsibilities
Gaining buy-in
I successfully pioneered the practice and adoption of Design Thinking workshops within the Digital Banking team by:
01 · Facilitate
I started facilitating workshops across multiple projects with both internal teams and with clients.
02 · Demonstrate
Improving client satisfaction and internal alignment and collaboration, thereby demonstrating the practical value of Design Thinking workshops.
03 · Advocate
Advocating for Design Thinking through subject matter presentations, and by socializing our successes through internal online forums.
Key activities
01 · Internal alignment
As alluded to above, I started by running internal workshops to align cross-functional teams. These workshops showcased Design Thinking’s ability to streamline communication, align teams, and prioritize effectively, making it clear that the practice wasn’t just theoretical but highly practical.
02 · Client panels
To engage clients more meaningfully, I facilitated structured client panel workshops. These sessions were designed to:
03 · Reusable templates
As I facilitated more workshops, I created a library of reusable workshop activity templates tailored to different needs so it could be scalable across a diverse set of use cases.
What people said
Feedback from leaders and clients confirmed the value of a more deliberate and structured way to align, discuss, and act.
“This is the best usage of Miro I've ever seen at this company. I really like this process, I think this is really great!”
“I really appreciate this meeting. I think this kind of discussion is something I have not seen before with FIS, and I very much appreciate it.”
“I wish we could have more of these. It's definitely very informative.”
Results and impact
Teams praised faster decision-making and clearer priorities after workshops, with several stakeholders expressing a desire to make Design Thinking workshops a regular practice.
Clients consistently praised the workshops for giving them a voice and ensuring their feedback was actionable. This strengthened trust and collaboration between FIS and its clients.
Design Thinking workshops gained traction within Digital Banking as a practical, fast, results-driven approach, paving the way for broader adoption both within the team and across the organization.
Reflection
The point was never to introduce workshops for their own sake. It was to give teams and clients a practical way to find shared context, have a more useful conversation, and move forward together.