Problem to solve
- Learnvest’s editorial site was not optimised for mobile which was affecting the rankings within search engine results.
- Although statistics informed us on high volumes when articles were promoted via other channels, there was very low recirculation i.e. users often did not continue to read other content
Discovery and research
Started with an audit
Reviewed the type of articles and the tone of voice, as well as understand the target audience. I also research sites of our competitors or with similar content, and a comparative analysis of other editorial sites.
View PDF – Audit of LV Content
Existing design had a navigation which was not self-explanatory and three types of article pages which was resolved into one for consistency
Sitemap of the navigation and categories – tags were also used but not included in sitemap.
Started with an overall goal for the editorial content site so that is tied to the company’s mission statement
Resolving the Information Architecture
Consolidated the categories to allow only 6 to reside in the primary navigation, and 4 other “hidden” categories which will be surfaced by leveraging the use of tags and modules within the site to help recirculate content of interest to the user. i.e. top articles, most popular and sorting by content type (e.g. video, quizzes and checklists)
Navigation items were informed by SEO research (by external company) and card sorting by the research team helped allocate which categories to promote.
Article and Video
Articles and videos were tackled first to ensure they were optimised for mobile to improve rankings within search engine results.
Main focus in the design of the article page was to improve the readability without distractions and reduce the paradox of choice for the user when deciding what content to view next.
Home and Category landing page
To resolve the discussions between stakeholders on the goal of the editorial site, two directions were created to decide what type of product we wanted to provide for our audience. Direction 1 is a knowledge base of all personal finance needs, where as direction 2 is a guided approach to introduce the Learnvest methodology to financial planning.
A combination of the two design directions were used for the home and category landing pages
Pages with a list of results had similar template for consistency e.g. search results, content with a specific tag, a special collection/topic, and content by contributor
Resources landing page
A page to review all the interactive media such as tools & calculators, quizzes, slideshows and checklists
The Northwestern Mutual iOS app was released in July 2016 which was an MVP to match the desktop experience. The goal for the next January 2017 update was to provide clients insights on their spending behaviour. As a device, the mobile phone had the most potential to consistently and easily provide quick access for clients to track their budgeting needs–and in turn keep clients engaged.
Business goal and Research
Providing insights within context
Audit of the existing design and flow of the iOS app to determine where we could find opportunities to include spending behaviour insights:
From a single transaction, we can extract information from the captured data to help paint of a picture of a user’s spending behaviour. For example, we can inform users on how often they are spending, where they are spending and how much they are spending.
Also, with the categorisation of each transaction, we can provide insights on how they’re spending on their lifestyle.
Wireframes of flows and interactions
Overall flow of the mobile experience from Summary screen to a view of a single account:
Alternate placement to surface the visualisation of spending behaviour:
Filtering transactions on an Account view:
Categorisation of transactions:
Interaction for quicker categorisation of transaction:
Wireframes for iPad
A one month engagement at Commonwealth Bank Australia in Sydney to help out the Tablet app team.
I lead the UX design in my project stream to implement the Cards view within the Account details. Functionality included the temporary card lock/unlock feature which is the same feature I lead the UX design on for the Commbank mobile app.
Commonwealth Bank had two mobile apps where the Commbank app was used by majority of CBA’S mobile customers despite being limited to features that Kaching provided. Due to the overall usability and functionality of Kaching, the decision was made to align Kaching’s designs to the Commbank app to unify the two apps.
Working within a team of 3-5 UX designers, a concept was created to introduce a dashboard which surfaced payment options as they were the most used features (which also included Kaching’s social payments) and an off-canvas navigation to separate the users’ tasks.
The work was laid out to plan and sort the screens which required changes as well as the measure of how much effort it would involve.
Flows for existing screens which required header changes or new component designs were included.
New flows were created which included an improved registration process and on-boarding to the new app.
A specification document was produced for all screens with annotations and interaction details.
Previous design of CBA’s app:
A fresh look and feel for the CBA app with lifestyle imagery.
Visual designs are not my work.
In an environment where the UX team is constantly pushed for time and growing in demanding numbers, the need for process and structure is vital to ensure the quality of work within the team. It was the urgency and never-ending challenges that initially attracted me to Commonwealth Bank (CBA), which is why I returned to the team a few months after my initial contract as new challenges would be expected. That challenge involved adjusting to the vast change in process and structure.
Joining the mobile UX team was a natural transition, as a strong agile process was steadily in place. Each feature in the mobile app had its own project team, and the UX team were spread across seven streams. Every day the teams were evolving and adapting new methods to ensure work could be openly reviewed, tracked and shared.
Inception workshops were conducted and run by UX leads involving the entire project team. This allowed the team to align on ideal user journeys, sketch ideas and discuss its feasibility.
A collaborative team software was used within the team for product owners, designers, content writers and developers to reference and feedback on. For the stream I led in the mobile project, up to fifteen flows were created to demonstrate the possible use cases including edge cases. Each individual screen was also uploaded but replaced with visual design when available.
In every two week sprint, usability testing was conducted by the UX Research team. An Axure prototype using objects, variables and logic was built for the entire mobile team to use across all seven streams. It allowed each individual in the mobile UX team to swiftly update the mobile prototype every two weeks with ease.
The room in which observers could watch the usability testing was converted to a temporary war room where issues or comments could be consolidated; and possible resolutions could be discussed throughout the session. The set-up permitted the entire team to collaborate and also rapidly update the prototype if required for further testing.
Project stream I lead the UX designs for involved the ‘Temporary lock’ features for credit and debit cards. The features allowed users to control how their credit card gets used: lock international transactions when you’re not using them, or set a transaction limit to manage your spending, as well as lock and cancel missing credit cards, or replace a damaged card.
UX mobile team scrum board was used daily with strict time limits. It opened up the conversations for people inside and outside the teams.
Participated as a UX designer in a team of four from ustwo NYC for a hackathon event hosted by Wearable World. Using APIs for flight details from Concur, inflight internet services from Gogo, WeatherUnderground, location services with SITA Beacons, we built an Android app to connect travelers with their loved ones as they fly.
Created user journeys and quick sketches to kick off visual design and development.
Validated concepts with SMEs from American Airlines.
To communicate the navigation flow.
Visual designer and developer.
Testing beacons at checkpoints around the room.
Refining wireframes for prototype.
Clickable prototype for testing.
Guerilla usability & concept testing.
Racing towards a deadline. Testing the notifications with the wearable watch interface and Android app.
We were one of the five winning teams!
A one day workshop with Made by Many for Internet Week to create an experience prototype.
Started off with brainstorming ideas that would be a fun app to prototype and test. The idea was to test whether users would enjoy an app which required collaboration to scare each other.
We were left with two hours to create and test on users.
Quick user flow for presentation.