Moving in the Right Direction: How Experience and a Helping Spirit Made a New Product Test a Success

Challenge

Background: A major financial firm, specializing in investment and wealth management services, aimed to expand its offerings by developing a new concept to help clients protect their wealth. By early 2023, a core team was ready to set up a round of testing using hypothetical clients and tools, adding complexity to an already large project. A strong project manager was crucial for this phase.

Key Challenges:

• Setting up and running complex tests

• Coordinating multiple departments

• Managing busy employees and financial advisors

The team reached out to Blu Pagoda/Collabry and found their perfect fit in Vinesh Mehta, a tech and management consulting expert with a passion for challenges and a helping mindset.

Action

Plan: Vinesh collaborated with the team to identify the necessary departments for designing and running the tests. He worked closely with test designers to ensure they understood the project’s objectives and specific questions.

Implementation: Recruiting two dozen busy employees and financial advisors for multiple rounds of testing over two months was a significant challenge. Vinesh made participation seamless by developing easy-to-understand schedules, hosting walk-through sessions, and creating concise daily instruction sheets. He also adapted the testing process based on early insights, embodying a flexible and proactive approach.

Team Involved:

• Vinesh Mehta, Project Manager

• Test designers

• Financial advisors and employees

Results

Outcomes:

• Successful execution of multiple rounds of testing

• Positive feedback from the client leadership team

• Improved coordination between internal and external partners

This project not only demonstrated Vinesh’s exceptional project management skills, but also highlighted the importance of clear communication, adaptability, and a supportive approach in driving success.