overview

project Title

Write a summary of the project here. Bold any important sentences that you want readers to know. Recruiters don’t have time to read your whole case study so make it easy for them to read the important content right away.

My Role

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duration

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the team

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tools

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01 – discovery

Competitor research

If you did any market research, this is where it will go. You can include infographics or visuals instead of text-heavy paragraphs.

key findings

key finding 01

It all begins with an idea. Maybe you want to launch a business. Maybe you want to turn a hobby into something more. Or maybe you have a creative project to share with the world.

key finding 02

It all begins with an idea. Maybe you want to launch a business. Maybe you want to turn a hobby into something more. Or maybe you have a creative project to share with the world.

key finding 03

It all begins with an idea. Maybe you want to launch a business. Maybe you want to turn a hobby into something more. Or maybe you have a creative project to share with the world.

key finding 04

It all begins with an idea. Maybe you want to launch a business. Maybe you want to turn a hobby into something more. Or maybe you have a creative project to share with the world.

01 – discovery

market & user research

This section can include user interview results, user personas, etc. To understand our user's frustration and pain points with our money transfer features, we needed to see things from their perspective. We set up 30-minute interviews over Microsoft Teams with 6 users varying from large banks to smaller credit unions.

Questions

  • How often do you transfer money?

  • What apps do you use daily?

  • What are your biggest complaints about our money transfer features?

  • How does our interface compare to other finance apps you use?

Process

Schedule Interviews → Conduct Interviews → Review Notes → User Synthesis → Create User Personas


key finding 01

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key finding 02

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key finding 03

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key finding 04

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Caption goes here.

02 – design

sketches & lo-fi wireframes

changes made

  • Quick action placement either inside account card or as a separate widget

  • Reduced number of accounts in view on both mobile and web

  • Widgets are now in view by reducing the number of accounts shown upon login

03 – test

usability testing

testing round 1

  • 70% of users were able to navigate from the dashboard to the accounts screen.

  • 30% of users used the sidebar to navigate to their accounts.

  • 70% of users tapped on the “view all accounts” button to view the rest of their accounts.

  • 80% of users found the top colour line on the accounts card, “an easy way to differentiate between my different account types.”

testing round 2

  • 70% of users were able to navigate from the dashboard to the accounts screen.

  • 30% of users used the sidebar to navigate to their accounts.

  • 70% of users tapped on the “view all accounts” button to view the rest of their accounts.

  • 80% of users found the top colour line on the accounts card, “an easy way to differentiate between my different account types.”

04 – launch

improvements & final designs

Title of Design Area 01

Before

  • Notes

after

  • Notes

Title of Design Area 02

Before 02

  • Notes

after 02

  • Notes

Title of Design Area 03

Before 03

  • Notes

after 03

  • Notes

Title of Design Area 04

Before 04

  • Notes

after 04

  • Notes

outcomes & next steps

The final money transfer workflow gave users a new dashboard with all their most-used transfer needs without the need to tap to other places within the app. When we first started the redesign, we were not sure if having a single-view for money transferring would make sense to our users. That’s why we conducted three rounds of testing to validate our design decisions throughout each step. Here you want to share any big wins, if you have statistics (“increased sales by XY%” ) you want to mention it here. You can also go over any parts that you struggled with or things you wish you could have done differently

stat outcome 01

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stat outcome 02

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next steps

Now that all designs for our money transfer feature have been completed, we are in the process of writing the final documentation before the developer hand-off. As of today, this feature is currently in the development phase.

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Resilient Strategies: Intranet