Tracking and improving financial wellness
Aug 2018 - Oct 2018Completed
User flows, wire flows, low-fidelity prototypes, lean UX
Isadora Digital Agency
Primary stakeholder, Agency, Project Manager
The primary stakeholder belongs in the finance industry, and wants to create an app that identifies ways for younger employees to improve their money management skills. The app will be offered as a perk for being part of the company.
The stakeholder had done much of the primary research using qualitative and quantitative methods.
Identify methods to improve users' financial habits and create opportunities for engagement.
Educate users on the financial world to give them the power to make better choices.
To understand who to build the product for, the personas were created using the research from the primary stakeholder. The company's business goal was to create an app to sell on a benefits platform. After reading through the research, I noticed that:
Proto-personas were created and socialized with the Agency and the project manager, who were able to add in additional information regarding user behavior that they felt was relevant to the identity of the target user.
The Agency and I reviewed competitor product offering strengths and weaknesses from Mint, Credit Card Apps, and You Need a Budget. We focused on identifying weaknesses of the app based on reviews found in app stores and in-depth articles.
The Agency and I worked together to create focused product offerings to capitalize on short-term goals, which would smartly feed users into suggested long-term goals. Daily, weekly, monthly, and yearly budget-checks would address the variety of spending types that users identified with. The users were also encouraged to create and track positive goals, in addition to negative ones. The scope of the app was reduced to include long-term retirement goals and solutions as well.
Due to contract limitations, I was unable to test with the company's target users. To get around this, I found 3 anonymous participants who would review the designs and take notes regarding their experiences, where they were confused, and where the product excelled.
The discoveries were socialized with the project manager and Agency lead. We discussed the feasibility of the features, in addition to the workflows. The experienced Agency lead suggested we reduce the scope of the product for MVP. Being a fan of Nir Eyal's Hooked, I suggested to focus on what would drive the users to check the app every day and providge good daily feedback, to create positive relationships with the app.
I compiled the final iteration of the product in an organized Sketch file. After the visual artist created mockups, the final design was shared with the Primary Stakeholder who made adjustments to some of the designs and workflows choices.
Working in a lean setting and a short, 2-month window to go from concept to low-fidelity prototype was extremely challenging. It was a challenge to not scrutinize every design choice under tight deadlines. An MVP was absolutely necessary as it was easy to go out-of-scope from the most immediate pain points the product was supposed to address.