Role:
The goal as Lead Designer was to collaborate with the team to design a financial portal which provides an easy to use, intuitive platform for users with simple navigation through the investment process and maximum transparency while handling large sums of money in excess of USD 15MM. I served as the moderator for the Design Sprint and was the responsible for all the UI and visual components displayed below.
Task:
Design the user experience for the web application to allow users to manage large sums of money and improve access through compatibility in multiple devices to aid in the scalability and growth of the platform.
Design Phase:
Ran a week-long design SPRINT comprising of experts from various departments like administration, sales, marketing, technology, customer service, product, and design.
Steps involved in the SPRINT - 1. Mapping; 2. Benchmark study & Sketching; 3. Storyboard; 4. Prototyping; 5. Testing & Iteration.
1. Mapping
Used the map to narrow down the broad challenges into a specific target for the sprint. It helps keep track of how everything fits together and eases the burden on each person's short-term memory. Also aids in prioritizing the end goal.
2. Benchmark study & Sketching
Team conceptualized solutions after studying other products and ideas, from different domains, and from within the company. It helps in coming up with the raw materials that spark the best solutions.
Here we studied the best/hygiene practices of some of the industry leaders in financial technology and analyzed the ideas that each expert felt could improve our solution and converted them into sketches.
3. User Flow
We incorporated the appropriate solutions with the user flow to come up with a story template. It consists of the best ideas, stuck together for the understanding of the group and rated to lay the foundation for the prototype.
At this stage, we identified challenges not only when interacting with the multitude of in-house teams but also the customer service team who're tasked with helping the KredX customers with their motivations and goals. Understanding these relationships better created an opportunity to provide transparency and develop an experience which checked the significant boxes across the product design cycle.
4. Prototype
Moved from paper and blackboards to a low fidelity prototype. Put together a prototype utilizing Omnigraffle. It was quick, simple and easy to test.
5. Testing
Conducted remote testing. Spotted the areas where user's alacrity for interaction dropped and shared feedback through InVision to reduce interaction cost across the product.