This project is still in progress, it was born out of technical necessity, and we took the opportunity to make improvements to the user experience.
As the launch of our investment product, locked deposit, we need to refactor our code. We lost some features that we already have in the current analytics (History and Simulation). We decided for a phased release so the user could see the benefit of our investment product, but we also compromised to think about an analytic long term vision.
In this project, I participated as the only designer, but when necessary, I had help from my amazing team and the perfect research department.
Have an MVP to launch to customers and learn from the results
Unlock the release of the Investment Product
Have a vision of the evolution of the project
Reduce call ticket for confusing information
In this first phase, we compiled all the previous user research that we had already done related to financial control and usability test of our Account Product. We did a quantitative analysis of the flows(Amplitude) and compiled the biggest topics that users complain to our customer support related to this flow.
With the list of items, we started to explore interfaces, and the idea was to create a first concept to test with our client.
Meanwhile, the exploration we kept talking with our engineering team to understand what would be feasible to deliver at that moment and we came with our first screen.
With this first concept, we made a Design Critique with other designers from my tribe and Co-Design.
At this moment, we started to explore a future vision as well. At this stage, it was important, based on everything we had investigated, to define the long term purpose of the page, as we had no limitations. (We still investigating this needs, as we keep research more items will come)
We did some exploring and arrived at the first hypothesis of vision to test.
Our phased release hypothesis
We are in this phase of the process, and we want to research with users to get the perception and refine the concepts.