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2H Design Ops Strategy

How design will help create the best in class alternative investment experience on the market
CF
Ced Funches
⁠

Vision

Design should be clean, accessible and inspiring to the customers we serve.
“Our vision is to be earth’s most customer centric investment company; to build a place where people can come to find and discover any alternative they want to invest in.”
— Alto Design

Mission

Design at Alto exists to help explore, define and bring business objectives to market in a beautifully crafted manner. We accomplish this with relentless design process that is at its core, is collaborative. While our customers are our clients, we serve our colleagues as partners to help them achieve their goals. We bring expertise, exceptional craft and a infectious spirit of service to Alto that supports initiatives at all level.

How we manage projects

Design Ops Process
Strategy + Planning
3
Content + Copy
4
Design
4
Compliance Review
3
Delivery
2
Reporting
3
Strategy Meeting
Description
Get alignment on all fronts. Understand potential deliverables, blockers and needs. Requirements established — Kickoff meeting decided on
TEAM
Design
Content
Growth Marketing
Description
Early design and alignment with business objectives
Notion Board setup
Person
CF
Ced Funches
Description
Content Formulated
Description
Copy and Content organized and framework put in motion Messaging - Aligned Emails/Social/Sales deck written
TEAM
Growth Marketing
Content
Review
TEAM
Legal/Compliance
Review Send to FINRA
Description
Richard and Brian work on first pass and send to FINRA for comments
TEAM
Legal/Compliance
Prototype
Description
Once 1st draft is received → Design goes to work
TEAM
Growth Marketing
Design
Product
Content
Research + Explore
Description
Designers research and explore design patterns and solutions
Design Reviews
Description
Stakeholder reviews to ensure alignment. On-Demand (weekly syncs)
Iterations + Edits
Description
Design incorporates the final draft copy Edits and alignment and back to Richard fro final approval
TEAM
Content
Growth Marketing
Final Copy
Person
CF
Ced Funches
Description
Final Copy is received and everyone is signed off
TEAM
Design
Product
Content
Review
TEAM
Legal/Compliance
Edits / Notes
TEAM
Legal/Compliance
Feedback Implemented
TEAM
Legal/Compliance
Design
Growth Marketing
Design Review
Person
CF
Ced Funches
Description
Design is reviewed, approved. Team audits if components are reusable.
TEAM
Legal/Compliance
Design
Growth Marketing
Design is Delivered
Description
Design assets are delivered to stakeholders internal and external
TEAM
Design
Product
Data Analytics review
Description
TEAM
Design
Growth & Experience
RevOps
Understand Data
Description
Mondays 15m to summary data and make recommendations
TEAM
Design
Growth & Experience
Data
Iterate 1wk Sprint
Description
Explore if we can improve results with design lift
TEAM
Design
Product
Data
⁠
Needs: I believe Notion to be the best option to effectively collaborate on development of execution



Next >
Design Projects
⁠

Vision
Mission
How we manage projects
Design Ops Process
Next > Design Projects
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