June 2023 - October 2023
Evaluating a Financial Platform
Supporting a financial sector client
Emphasising the importance of privacy, this page provides a concise overview of the project. If you seek a more detailed portfolio, feel free to get in touch.
Evaluating a Financial Platform
About the project
Throughout four projects, I collaborated closely, working on-site one day a week and remotely for the remainder. I provided valuable insights through a feedback loop, aiding the team in iterating and testing various design versions
Evaluating a Financial Platform
Process
The project was structured into four sprints, each lasting four weeks, demanding extensive collaboration with the product team. Each sprint involved a comprehensive process that included these four key steps.
Step 1
project kick-offs and prototype walkthroughs
This step played a crucial role in understanding the objectives of each sprint, familiarising with the concepts under test, and initiating collaboration with the team.
Step 2
participantS recruitment and DEFINING METHODOLOGIES
Leveraging the outcomes of collaborative workshops with our client, I successfully mapped out the chatbot’s user pathways.
Step 3
DISCUSSION GUIDE CREATION AND testing
Each round had unique challenges. Mainly, we used Usability Testing, occasionally supplemented by Card Sorting, with a sample size of 6-8 participants.
Step 4
research analysis, reporting and presentation
Each sprint required a lean report presented to the core team and stakeholders. Ideation sessions and design iterations followed based on the users feedback.
Evaluating a Financial Platform
During the sessions
The sessions were conducted through Zoom, with a live stream set up on Teams, allowing stakeholders to observe in real-time.
Evaluating a Financial Platform
Deliverables
Emphasising the importance of privacy, this page provides a concise overview of the project. If you seek a more detailed portfolio, feel free to get in touch.
Emphasising the importance of privacy, this page provides a concise overview of the project. If you seek a more detailed portfolio, feel free to get in touch.
Let's Connect
Thank you for visiting my website and taking the time to learn about my journey and passion for UX research. I look forward to connecting with you and collaborating on projects that make a meaningful impact.
