Project definition
- Project kick-off
- Qualitative and quantitative research
- Research results and insights presentation
- Collaborative benchmark
- Ideation and sketching
- Presentation approach happy path for the page
Kick-off
References: Design Sprint Methodology
For this step, it was required to conduct an activity with bank stakeholders. During this session, the project’s scope was defined.
- User’s main objective
- Problem to be solved
- Solution approach hypothesis
- Requirements for a successful project
- Potential impediments (e.g., technological)
Business goal
Improve BICE Investments service experience for users in the affluent and active segment, increasing engagement with BICE, contracting new products, and generating less operational burden for the executive.
Problem
Customers in the affluent and active segment cannot track their investment product performance in real time and are easily accessible.
Hypothesis
Improving digital experience for tracking investments in Bice.cl would reduce the executive's operational burden and increase their attraction level of commercial opportunities, in addition to improving customer experience.
Qualitative and quantitative research
Qualitative methodology research definition
- Main and specific research objectives
- Research tools definition
- Executives’ interviews recruitment
- Users’ interviews recruitment
Quantitative methodology research definition
- Main and specific research objectives
- Research tools definition
- Executive interviews
- User interviews
Research results
Blueprint service
Blueprint service was determined using data collected in the interviews and survey, alongside executives’ aid. An activity was performed with 8 executives to validate the hypothesis on the map.
Reference: NNgroup
Persona's definition
It was established using data obtained in the interviews and surveys.
Reference: NNgroup - “The User Experience Team of One”
Most important concepts in the investment summary
For executives / For customers
Research summary
Benchmarking
Solution ideation
Impact-effort matrix
This tool helps decision-making about features proposed by stakeholders and designers to the MVP.
Testing
Testing consisted in asking the user to perform a certain task during the session. Once finished, information was processed and insights about the usability and visual characteristics of the page proposal were obtained.
Main objetive
Determine whether data visualization provides adequate information to make operational decisions about BICE accounts in order to encourage users to contact their account executive and use the investment summary page.
Specific objectives
- Determine whether is clarity of investment concepts that reflect the client's current investment situation.
- Determine the user's understanding of the concepts of profitability, total invested, liabilities, and assets.
- Determine the motivation level of the investment's operability based on information provided in the summary.
- Determine the currency distribution value and the customer's monthly profitability percentage evolution.
- Evaluate the user's understanding of how the currency variation influences the investment's profitability during the period.
Prototype testing
Testing results
Interface design
- Investment data overview
- User’s investment evolution (or history)
- User’s investment products states
Final mockup
User scenarios with the BDD method
Finally, the page was sliced into user histories to develop and define the usability flows and use scenarios.
¿What happened with the project now?
The team is currently working on the app mobile for this design, and we are developing different improvements to the desktop version (using "continuous discovery")
