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Cases

Case 04 · Ikatec

Design Ops

A manual that defines the design process, from kickoff to handoff, used by the 5 PDs and 9 squads.

Request typeDesign Ops
GoalStandardize the PD workflow for efficiency, quality and predictability.
Designer Manual · 56 pagesOriginal material in Portuguese
Page 1 of 56 · Designer Manual

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Context and problem

Nothing was documented and there was no shared direction.

Everything came from each PD’s own experience and preference. That made it hard when people joined or left the team, and it hurt predictability, process standardization and the ability to adjust the method when needed.

The manual was created to define what was vague and standardize what was messy, so that every request, regardless of who works on it, follows the same quality standard.

Process

Shaped around the team’s reality.

The manual was built by looking at the process the team was living at the time. It grew out of a need, and the ideal process was then shaped around our reality: a fast, agile environment with very specific needs for each request.

It was presented to the company to show the team’s value and quality standard and to make sure everyone knows how we work. The technical part is for the PDs; the general part is for the whole company, from the board to other departments.

Decisions

Three decisions that hold the process together.

Decision 01

A standard 5W2H brief

Every request starts with the same set of questions, so the scope is clear before work begins and does not depend on who is asking.

Decision 02

Sizes S, M and L

A request is sized before it enters the queue: S takes up to 5 days, M about 10 and L 15 or more. That gives the team and requesters predictability.

Decision 03

Standardized file and handoff

File organization and the handoff to development follow the same format, so anyone can find what they need.

Results

What changed after the manual.

Compare before and after the manual

Today: 48 requests per month with the same 5 PDs, 1 in 3 with rework, and 40%, 40% and 20% of small, medium and large requests.

Lesson

Documenting is as powerful as executing. With the manual, whoever leaves, joins or has a question understands how and when each step happens, and why.