To comply with my non-disclosure agreement, I have omitted confidential information in this case study. All information in this case study is my own and does not necessarily reflect the views of the company.
My Role
Redesigned the existing financial need application. As the only design consultant, I was involved in all aspects of the product lifecycle, from brainstorming and defining the requirements with the stakeholders, to designing and testing the interfaces, as well as working with developers to make sure everything comes together just right.
The Challenge
Filling out forms is boring. The challenge was to simplify the data presentation to make it easier for the the user to understand. Also, to improve the user experience of forms, that’s easy to use and pleasant at the same time.
The other challenge that we had to always keep in mind when designing the application was the development constraint. The client approached us with the limitation of designing components as per the Angular JS guidelines. We were tasked to deliver the high-fidelity application within 2 months.
The approach
Meaningful Experience
Job seeking and the right resource seeking is a very cumbersome task. With many applications already in the market to help seeking jobs and finding the right resource, we stressed on creating an easy and well managed candidate and job searching experience that would meet the customer’s need. We were thrilled to create something more meaningful in an already mature and competitive environment.
Value Proposition & MVP
There is a distinct relationship between the Value Proposition and a successful MVP (Minimum Viable Product). To measure the success of the MVP, the value proposition will give clear focus to what needs to be achieved, with whom and how to measure it.
Lean UX Method
I went ahead with the lean approach process which emphasised rapid sketching, prototyping, client feedback and design mockups. This helped in meeting the deadlines and keeping a constant flow of design screens and feedbacks.
The process
Understanding the Product & Domain
Financial domains are very data heavy and complex. It was very important to take few knowledge transfer sessions with the stakeholders to understand the product and the pain-points. Also, to design an optimal solution doing a competitive analysis of the market into the same business was a necessity.
Post performing the above mentioned task, list of the benefits of the application was drafted which also helped in defining the features.
Create Task Flows
I use task flows to build path a user follows through the interface to complete a task, It defines the goals and questions to be achieved and sometimes the possibilities of how the user(s) can achieve them on the product.
Low Fidelity Prototypes
I started with multiple paper sketches of ideas to understand the the user flow and further refined the same in mid-fidelity prototypes.
Solution
Financial Need Analysis & Portfolio Planning
Below are sample of few of the screens of the entire application.
