
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
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after 02
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Title of Design Area 03
Before 03
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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.