My Process

YFF

Problem:

People between the ages of 30 and 40 often struggle with managing their finances and planning for retirement.

Challenge:

Many people in this age group have competing financial priorities, which can make it difficult to save for retirement. There is also a lack of accessible and user-friendly tools that integrate budgeting and retirement planning.

Learning about users and market demand:

To learn about potential users and gauge interest in the app, we designed
a survey that was sent to a group of contacts that were in our target demographic (people in their 30's).

Survey Results


image of survey pie charts, visualizing survey results. They show that 100% of respondents said they did not use an app to estimate retirement income. As second pie chart shows that 71.4% of respondents would be interested in an app that calculates retirement income, while 28.5% said they would maybe be interested. No respondents said they would not be interested.

Getting Started/Competitor Analysis:

Since we didn't have an existing prototype yet, | thought it would be a
good idea to perform user testing on one of the competitor's products to
evaluate their Ul and avoid similar missteps.
Areas of opportunity were definitely uncovered by the first click test results.
Usability Result

Card Sorting

We conducted card sort tests using a list of predetermined categories provided by the stakeholder. The card sort allowed us to see how respondents would categorize the information on the website/app. This enabled us to design the information architecture with the user in mind.
Card Sort

Card Sorting Visualized

I applied UX principles in the visualization. Understanding the stakeholder needs, I visualized the results as a bar graph using Tableau to better present the findings to stakeholders in a more familiar format.   
Card Visualized







graphic revealing quortes: Budgeting feels like a tedious task and most apps make the process long and tiresome
Paper Prototype & Wireframes

Onboarding FlowchartPaper Prototype & Wireframes


Wireframe & Prototype Screens

(Notice the scroll bar in between the second and third mobile screen below.  Move the scroll bar from left to right to view the difference between the wireframe & the prototype)


mockup of app on 3 iphone xs devices. Displays dashboard, menu screen and expense charts screen

Bank selection screen mockup displayed on a MacBook and iPhone.


mockup of the dashboard screen displayed on a MacBook

Prototype and Usability Testing

After developing the prototype and adding more details to the wireframes, I conducted more first click tests to verify usability and identify areas that required adjustments.   
   Heat map displaying user click patterns for tracking monthly expenses in a first-click test, with high-density areas highlighting popular interaction points.

Results

The question about adding a transaction was asked on this first click test for the prototype. Respondents achieved an 86% success rate, indicating a significant improvement when compared to the competitor's app, which only achieved a 30% success rate for this task.   
Card SortThank you footer
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