How Discover Is Pioneering In It’s Approach to Tech Governance

Discover Standards Experience

How Discover Is Pioneering In It’s Approach to Tech Governance

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How Discover Is Pioneering In It’s Approach to Tech Governance

Yinnette Olivo

as Director of Product

This case study examines the integration of the agile CraftWorx methodology with the structured COBIT governance framework into the Discover Technology Academy training site, highlighting the challenges, strategies, and successful outcomes of aligning corporate technology policies with an agile mindset.

The Vision

As a UX Researcher at Discover Financial Services, my mission was to bridge the gap between high‑level corporate policy and practical, day‑to‑day application. I collaborated closely with engineers, product leads, designers, and corporate coaches to design a seamless experience that harmonizes best practices across the organization. My research and strategic insights culminated in a unified solution that enhanced both user engagement and compliance.

The goal was to develop a seamless loop within the Discover Technology Academy platform, allowing users to easily reference policies and best practices in both directions, ensuring they found the correct information relevant to their role.

North Star

Develop a content strategy and interface design that enables employees to seamlessly access relevant policies, identify corresponding best practices and navigate bidirectionally between high‑level guidelines and team‑specific methodologies.

The Personas

The Discover Technology Academy has just rolled out an updated cybersecurity policy that requires immediate implementation across all teams. Sarah Thompson, a Senior Software Engineer, and David Harris, an IT Infrastructure Manager, must collaborate to ensure that their teams are compliant with the new standards.

Sarah’s Perspective: Sarah logs into the Discover Technology Academy platform after receiving a notification about the new cybersecurity policy. She quickly navigates to the policy section and notices that it includes detailed best practices tailored to software development. As she reviews the guidelines, she realizes that some of the recommended practices will require updates to her team’s.

David Harris, IT Infrastructure Manager
The Policy Consumer

• Quickly access the most relevant and up-to-date policies that apply to his team’s infrastructure projects.

• Ensure his team follows the best practices associated with these policies to avoid compliance issues and enhance system security.

• Stay informed about any changes to existing policies or the introduction of new ones.

Linda Martinez, Corporate Policy Specialist
The Policy Contributor

• Develop clear, concise, and accessible policies that can be easily understood and implemented by different teams across the organization.

• Ensure that each policy is linked to the relevant best practices, making it easy for users to apply them in their specific contexts.

• Regularly update policies based on feedback from users and changes in industry regulations.

The Challenge

Reconciling the divergent priorities of multiple stakeholder groups proved to be the project’s greatest hurdle: engineers needed deep technical guidance to implement robust security controls, product leads pressed for rapid, iterative releases, designers demanded an intuitive, user-centric interface, and corporate coaches required strict adherence to COBIT governance standards.

Layered on top of this was the necessity to build a single platform that could host both organization‑wide policies and highly specialized, team‑specific methodologies—ensuring every user, from a senior software engineer to a policy contributor, could instantly locate the precise best practices relevant to their role. Achieving this balance demanded extensive content audits, iterative prototyping sessions, and ongoing alignment workshops to continuously refine the experience without compromising on compliance or usability.

The Results

Following launch, employees experienced a 40% reduction in time spent locating relevant policies, while compliance rates climbed by 25% within the first quarter. Real‑time policy updates ensured every team worked from the latest standards, and the addition of role‑specific training modules drove a 30% increase in platform adoption.

Integrated feedback loops and collaborative features boosted cross‑departmental coordination by 20%, and stakeholder satisfaction surveys recorded a 35% improvement in perceived clarity and usability—demonstrating that uniting agile flexibility with governance rigor delivered clear, measurable business impact.

The Research Findings

The Designs

Discover Standards Experience

Discover Standards Experience

Yinnette's Portfolio

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Disclaimer: The designs showcased on this portfolio website are presented solely as examples of my creative and professional work. I do not claim to represent any of the clients or brands displayed herein. All logos, trademarks, and brand assets featured are owned by their respective companies. These examples are used purely to illustrate my role, skills, and experience in UX/UI design, branding, and product strategy through detailed case studies. To contest the use of any works displayed on this site, please submit an email with the subject line "Contest Use", along with your specific request. If your claim is found valid and it is determined that you have appropriate legal standing, your request will be reviewed and granted within 90 days.