WeSwap x Rangle: Remote discovery for the new digital-only workplace

Fintech, Travel products
Discovery phase

The challenge

WeSwap is the people’s currency exchange, helping travellers everywhere get more money to spend abroad thanks to their peer-to-peer tech. For years, their core product has enabled users to quickly and easily manage their travel money by exchanging currency directly with other travellers.

WeSwap has built a strong brand and a dedicated user base with their peer-to-peer currency exchange product. To ensure their growth and expand their vision of becoming a travel-focused fintech company, they want to rebuild their core product from the ground up, and have engaged Rangle to help them do it.
Our initial plan for the in-person discovery session was off-the-table due to COVID-19 travel restrictions. However, the Rangle team and WeSwap team were able to adapt to the changing circumstances, and agreed to hold a remote discovery that stayed true to the transparent and deeply collaborative vision we had planned.

Luckily, Rangle has completed many high-context, high-value remote discovery sessions in our 7-year history. By focusing on a Lean-Agile approach and leveraging our organizational knowledge, we’ve developed a remote process that delivers the key outcomes needed to achieve the client’s vision.

The process

For this discovery and engagement, we outlined four goals:
  1. Upgrade to a modern architecture with a focus on reliability, scalability, and consistency across all front ends.
  2. Build a backend centered on the customer, to unlock a seamless end-to-end experience for WeSwap’s users and partnership channels.
  3. Evolve their platform capabilities to enable their 2.0 (and beyond) product vision.
  4. Level up their current product team to own and iterate on the new platform.

We divide the engagement into three phases: Discovery, Design & Foundation, and Iterative Delivery.

Working towards the goal, Ranglers and WeSwappers discover and make decisions together throughout the engagement.
During Discovery, a cross-functional team works to understand the current features, define the target architecture, and establish project success criteria. What does this look like in practice? A targeted facilitation using powerful questions, showing the client in-progress work in interactive sessions (rather than waiting for completed and ‘polished’ work), lean planning to establish a baseline of shared understanding, and a commitment to modify our delivery plan accordingly as the Discovery journey uncovers new information.

The right tools for the job

At Rangle, we are strong advocates of the Double Diamond approach, and structured the two weeks based on the “Discover” and “Define” processes.
Our 2-week Discovery emphasized the first diamond, with Week 1 exploring WeSwap’s opportunities, and Week 2 ideating on the 2.0 platform direction.
Innovative ideas often emerge from a diversity of thought, and we intentionally built Discovery Week 1 to capitalize on this. Sessions focused on exploring opportunities and direction of the company moving forward. These free-flowing discussions at the start had a secondary benefit: Building cross-functional rapport and trust in a remote-only environment.
In Discovery Week 2, we focused on convergent thinking, synthesizing what we uncovered the previous week, and connected back to the product vision and target outcomes. Instead of getting lost in the details, like edge cases and planning possible futures, we remember that the goal is to plan “just enough” to move at speed into the next phase.
To achieve this divergent-convergent remote approach with WeSwap, we used these four techniques: 
  • Creating a Product Vision Canvas to align on goals
  • Iterative prioritization using the MoSCoW method
  • “Just enough” architectural planning to unlock development
  • A remote retrospective on Discovery to align on learnings

The outcome

Our remote discovery with WeSwap was a success as we pivoted from an in-person to remote-only approach. We shared context every step of the way and co-created a plan to deliver WeSwap’s 2.0 product. The key to this success was daily collaboration and relying on the best-fit techniques from our Rangle Lean-Agile toolbox.