UX RESEARCH
TESTING
UX RESEARCH
TESTING
UX RESEARCH
TESTING
UX RESEARCH
TESTING
UX RESEARCH
TESTING
Research, design and validation for a multinational financial services corporation on how their Open Banking vision will transform the digital membership experience for Consumers and SME's in the UK, Sweden, Hong Kong and Australia markets.
The outcome was two experience concept designs, one for each persona, helping the business prioritize features recommending key experiences and MVP based on user feedback.
Research, design and validation for a multinational financial services corporation on how their Open Banking vision will transform the digital membership experience for Consumers and SME's in the UK, Sweden, Hong Kong and Australia markets.
The outcome was two experience concept designs, one for each persona, helping the business prioritize features recommending key experiences and MVP based on user feedback.
Research, design and validation for a multinational financial services corporation on how their Open Banking vision will transform the digital membership experience for Consumers and SME's in the UK, Sweden, Hong Kong and Australia markets.
The outcome was two experience concept designs, one for each persona, helping the business prioritize features recommending key experiences and MVP based on user feedback.
Research, design and validation for a multinational financial services corporation on how their Open Banking vision will transform the digital membership experience for Consumers and SME's in the UK, Sweden, Hong Kong and Australia markets.
The outcome was two experience concept designs, one for each persona, helping the business prioritize features recommending key experiences and MVP based on user feedback.
Research, design and validation for a multinational financial services corporation on how their Open Banking vision will transform the digital membership experience for Consumers and SME's in the UK, Sweden, Hong Kong and Australia markets.
The outcome was two experience concept designs, one for each persona, helping the business prioritize features recommending key experiences and MVP based on user feedback.
Plan, execute and report on UX research and usability testing of the experience, doing the combined job of designer and project manager. Align with internal research and design teams daily, planning, creating schedules, writing documentation and reports, monitoring and reporting progress.
Plan, execute and report on UX research and usability testing of the experience, doing the combined job of designer and project manager. Align with internal research and design teams daily, planning, creating schedules, writing documentation and reports, monitoring and reporting progress.
Plan, execute and report on UX research and usability testing of the experience, doing the combined job of designer and project manager. Align with internal research and design teams daily, planning, creating schedules, writing documentation and reports, monitoring and reporting progress.
Plan, execute and report on UX research and usability testing of the experience, doing the combined job of designer and project manager. Align with internal research and design teams daily, planning, creating schedules, writing documentation and reports, monitoring and reporting progress.
Plan, execute and report on UX research and usability testing of the experience, doing the combined job of designer and project manager. Align with internal research and design teams daily, planning, creating schedules, writing documentation and reports, monitoring and reporting progress.
As a team, we surveyed 800 and interviewed 80 users, where I personally conducted 30+ of the total interviews. I scripted, executed and analysed 76 usability tests, driving feedback into actionable insights for the design team and helping the business define an MVP based on user feedback.
As a team, we surveyed 800 and interviewed 80 users, where I personally conducted 30+ of the total interviews. I scripted, executed and analysed 76 usability tests, driving feedback into actionable insights for the design team and helping the business define an MVP based on user feedback.
As a team, we surveyed 800 and interviewed 80 users, where I personally conducted 30+ of the total interviews. I scripted, executed and analysed 76 usability tests, driving feedback into actionable insights for the design team and helping the business define an MVP based on user feedback.
As a team, we surveyed 800 and interviewed 80 users, where I personally conducted 30+ of the total interviews. I scripted, executed and analysed 76 usability tests, driving feedback into actionable insights for the design team and helping the business define an MVP based on user feedback.
As a team, we surveyed 800 and interviewed 80 users, where I personally conducted 30+ of the total interviews. I scripted, executed and analysed 76 usability tests, driving feedback into actionable insights for the design team and helping the business define an MVP based on user feedback.
Recruiting so many users for this project in a short period was a challenge, and the amount of information that needed analysing was overwhelming. We learned as a team to delegate tasks and stick together to meet the deadline.
Recruiting so many users for this project in a short period was a challenge, and the amount of information that needed analysing was overwhelming. We learned as a team to delegate tasks and stick together to meet the deadline.
Recruiting so many users for this project in a short period was a challenge, and the amount of information that needed analysing was overwhelming. We learned as a team to delegate tasks and stick together to meet the deadline.
Recruiting so many users for this project in a short period was a challenge, and the amount of information that needed analysing was overwhelming. We learned as a team to delegate tasks and stick together to meet the deadline.
Recruiting so many users for this project in a short period was a challenge, and the amount of information that needed analysing was overwhelming. We learned as a team to delegate tasks and stick together to meet the deadline.
UX RESEARCH, USER INTERVIEWS, UX WRITING, USABILITY TESTING, PROJECT MANAGEMENT, QUANTITATIVE RESEARCH, QUALITATIVE RESEARCH, TEST SCRIPTING.
UX RESEARCH, USER INTERVIEWS, UX WRITING, USABILITY TESTING, PROJECT MANAGEMENT, QUANTITATIVE RESEARCH, QUALITATIVE RESEARCH, TEST SCRIPTING.
UX RESEARCH, USER INTERVIEWS, UX WRITING, USABILITY TESTING, PROJECT MANAGEMENT, QUANTITATIVE RESEARCH, QUALITATIVE RESEARCH, TEST SCRIPTING.
UX RESEARCH, USER INTERVIEWS, UX WRITING, USABILITY TESTING, PROJECT MANAGEMENT, QUANTITATIVE RESEARCH, QUALITATIVE RESEARCH, TEST SCRIPTING.
UX RESEARCH, USER INTERVIEWS, UX WRITING, USABILITY TESTING, PROJECT MANAGEMENT, QUANTITATIVE RESEARCH, QUALITATIVE RESEARCH, TEST SCRIPTING.
The project kicked-off with a design thinking workshop, generating what we called "the long list" of 25 experiences to be validated by users, englobing: Spend Insights, Rewards Optimization, Offers & Savings and Personalised Financial Services.
The project kicked-off with a design thinking workshop, generating what we called "the long list" of 25 experiences to be validated by users, englobing: Spend Insights, Rewards Optimization, Offers & Savings and Personalised Financial Services.
The project kicked-off with a design thinking workshop, generating what we called "the long list" of 25 experiences to be validated by users, englobing: Spend Insights, Rewards Optimization, Offers & Savings and Personalised Financial Services.
The project kicked-off with a design thinking workshop, generating what we called "the long list" of 25 experiences to be validated by users, englobing: Spend Insights, Rewards Optimization, Offers & Savings and Personalised Financial Services.
The project kicked-off with a design thinking workshop, generating what we called "the long list" of 25 experiences to be validated by users, englobing: Spend Insights, Rewards Optimization, Offers & Savings and Personalised Financial Services.
Be essential in customers digital life by helping them:
Supported by fundamentals of Open Banking:
Be essential in customers digital life by helping them:
Supported by fundamentals of Open Banking:
Be essential in customers digital life by helping them:
Supported by fundamentals of Open Banking:
Be essential in customers digital life by helping them:
Supported by fundamentals of Open Banking:
Be essential in customers digital life by helping them:
Supported by fundamentals of Open Banking:
Personas profiles: Consumer and SMB.
Personas profiles: Consumer and SMB.
Personas profiles: Consumer and SMB.
Personas profiles: Consumer and SMB.
Personas profiles: Consumer and SMB.
At this stage, the assumptive value proposition and Must and Should Have experiences identified in the Design Thinking workshop were benchmarked against 30 competing propositions. This exercise continued throughout each stage of the Validation programme, with learnings and UX considerations guiding us for the next stage, Surveys and Interviews.
At this stage, the assumptive value proposition and Must and Should Have experiences identified in the Design Thinking workshop were benchmarked against 30 competing propositions. This exercise continued throughout each stage of the Validation programme, with learnings and UX considerations guiding us for the next stage, Surveys and Interviews.
At this stage, the assumptive value proposition and Must and Should Have experiences identified in the Design Thinking workshop were benchmarked against 30 competing propositions. This exercise continued throughout each stage of the Validation programme, with learnings and UX considerations guiding us for the next stage, Surveys and Interviews.
At this stage, the assumptive value proposition and Must and Should Have experiences identified in the Design Thinking workshop were benchmarked against 30 competing propositions. This exercise continued throughout each stage of the Validation programme, with learnings and UX considerations guiding us for the next stage, Surveys and Interviews.
At this stage, the assumptive value proposition and Must and Should Have experiences identified in the Design Thinking workshop were benchmarked against 30 competing propositions. This exercise continued throughout each stage of the Validation programme, with learnings and UX considerations guiding us for the next stage, Surveys and Interviews.
We surveyed 800 people from Consumer and SMB profiles based in the UK, Sweden, Hong Kong and Australia locations, validating the wants, needs and pain points assumptions. The survey comprised a mix of quantitative and qualitative questions aiming to explore consumers behaviour around PFM, appetite for specific experiences, and openness to data-sharing.
We surveyed 800 people from Consumer and SMB profiles based in the UK, Sweden, Hong Kong and Australia locations, validating the wants, needs and pain points assumptions. The survey comprised a mix of quantitative and qualitative questions aiming to explore consumers behaviour around PFM, appetite for specific experiences, and openness to data-sharing.
We surveyed 800 people from Consumer and SMB profiles based in the UK, Sweden, Hong Kong and Australia locations, validating the wants, needs and pain points assumptions. The survey comprised a mix of quantitative and qualitative questions aiming to explore consumers behaviour around PFM, appetite for specific experiences, and openness to data-sharing.
We surveyed 800 people from Consumer and SMB profiles based in the UK, Sweden, Hong Kong and Australia locations, validating the wants, needs and pain points assumptions. The survey comprised a mix of quantitative and qualitative questions aiming to explore consumers behaviour around PFM, appetite for specific experiences, and openness to data-sharing.
We surveyed 800 people from Consumer and SMB profiles based in the UK, Sweden, Hong Kong and Australia locations, validating the wants, needs and pain points assumptions. The survey comprised a mix of quantitative and qualitative questions aiming to explore consumers behaviour around PFM, appetite for specific experiences, and openness to data-sharing.
Following the survey, 80 interviews were conducted with a sample of participants from all researched regions. The interviews aimed to explore consumers motivations, viewpoints and pain points in regard to PFM, and the context in which they use financial management tools and digital financial apps. Additionally, participants willing to share their financial data in exchange for an ecosystem was examined.
Following the survey, 80 interviews were conducted with a sample of participants from all researched regions. The interviews aimed to explore consumers motivations, viewpoints and pain points in regard to PFM, and the context in which they use financial management tools and digital financial apps. Additionally, participants willing to share their financial data in exchange for an ecosystem was examined.
Following the survey, 80 interviews were conducted with a sample of participants from all researched regions. The interviews aimed to explore consumers motivations, viewpoints and pain points in regard to PFM, and the context in which they use financial management tools and digital financial apps. Additionally, participants willing to share their financial data in exchange for an ecosystem was examined.
Following the survey, 80 interviews were conducted with a sample of participants from all researched regions. The interviews aimed to explore consumers motivations, viewpoints and pain points in regard to PFM, and the context in which they use financial management tools and digital financial apps. Additionally, participants willing to share their financial data in exchange for an ecosystem was examined.
Following the survey, 80 interviews were conducted with a sample of participants from all researched regions. The interviews aimed to explore consumers motivations, viewpoints and pain points in regard to PFM, and the context in which they use financial management tools and digital financial apps. Additionally, participants willing to share their financial data in exchange for an ecosystem was examined.
Consumer quote.
Consumer quote.
Consumer quote.
Consumer quote.
Consumer quote.
Learnings from primary research resulted in a refined list of experiences to be designed and tested, focusing on three hero principles:
Learnings from primary research resulted in a refined list of experiences to be designed and tested, focusing on three hero principles:
Learnings from primary research resulted in a refined list of experiences to be designed and tested, focusing on three hero principles:
Learnings from primary research resulted in a refined list of experiences to be designed and tested, focusing on three hero principles:
Learnings from primary research resulted in a refined list of experiences to be designed and tested, focusing on three hero principles:
"Aggregate all my transactional data and present it to me in a meaningful and insightful way so that I can take direct action to improve my finances and rewards."
"Aggregate all my transactional data and present it to me in a meaningful and insightful way so that I can take direct action to improve my finances and rewards."
"Aggregate all my transactional data and present it to me in a meaningful and insightful way so that I can take direct action to improve my finances and rewards."
"Aggregate all my transactional data and present it to me in a meaningful and insightful way so that I can take direct action to improve my finances and rewards."
"Aggregate all my transactional data and present it to me in a meaningful and insightful way so that I can take direct action to improve my finances and rewards."
Consent and Account Aggregation
Money Management
Money Management
Money Mgmt
Rewards
Rewards
Rewards
Travel
Travel
Travel
Insights
Insights
Insights
Actions
Actions
Actions
Insights
Insights
Insights
Actions
Actions
Actions
Insights
Insights
Actions
Actions
I was not directly responsible for prototype design in this project but I collaborated as a researcher, feeding insights into stories that would be in the design pipeline each week - also supporting in UX revisions and UX writing.
We ran 76 test divided into 4 different rounds between lo-fi and hi-fi, using an Invision clickable prototype for both moderated and unmoderated remote testing sessions. While validating the UX, our aim was to:
I was not directly responsible for prototype design in this project but I collaborated as a researcher, feeding insights into stories that would be in the design pipeline each week - also supporting in UX revisions and UX writing.
We ran 76 test divided into 4 different rounds between lo-fi and hi-fi, using an Invision clickable prototype for both moderated and unmoderated remote testing sessions. While validating the UX, our aim was to:
I was not directly responsible for prototype design in this project but I collaborated as a researcher, feeding insights into stories that would be in the design pipeline each week - also supporting in UX revisions and UX writing.
We ran 76 test divided into 4 different rounds between lo-fi and hi-fi, using an Invision clickable prototype for both moderated and unmoderated remote testing sessions. While validating the UX, our aim was to:
I was not directly responsible for prototype design in this project but I collaborated as a researcher, feeding insights into stories that would be in the design pipeline each week - also supporting in UX revisions and UX writing.
We ran 76 test divided into 4 different rounds between lo-fi and hi-fi, using an Invision clickable prototype for both moderated and unmoderated remote testing sessions. While validating the UX, our aim was to:
I was not directly responsible for prototype design in this project but I collaborated as a researcher, feeding insights into stories that would be in the design pipeline each week - also supporting in UX revisions and UX writing.
We ran 76 test divided into 4 different rounds between lo-fi and hi-fi, using an Invision clickable prototype for both moderated and unmoderated remote testing sessions. While validating the UX, our aim was to:
Research and validation outcome allowed us to help the business prioritize features recommending key experiences for an MVP based on user feedback.
Research and validation outcome allowed us to help the business prioritize features recommending key experiences for an MVP based on user feedback.
Research and validation outcome allowed us to help the business prioritize features recommending key experiences for an MVP based on user feedback.
Research and validation outcome allowed us to help the business prioritize features recommending key experiences for an MVP based on user feedback.
This work was conducted in 2019 by Solvers.
This work was conducted in 2019 by Solvers.
This work was conducted in 2019 by Solvers.
This work was conducted in 2019 by Solvers.
This work was conducted in 2019 by Solvers.
UX Agency: Solvers
UX Agency: Solvers
UX Agency: Solvers
UX Agency: Solvers
UX Agency: Solvers
Kirk Donohoe - Strategy
Guy Matorin - UX Director
Stefan Hiiernum - Lead UI/UX
Kirk Donohoe - Strategy
Guy Matorin - UX Director
Stefan Hiiernum - Lead UI/UX
Kirk Donohoe - Strategy
Guy Matorin - UX Director
Stefan Hiiernum - Lead UI/UX
Kirk Donohoe - Strategy
Guy Matorin - UX Director
Stefan Hiiernum - Lead UI/UX
Kirk Donohoe - Strategy
Guy Matorin - UX Director
Stefan Hiiernum - Lead UI/UX
Ana Sampaio - UX Researcher / PM
Henrique Salvador - UX Researcher
Shing Leung - UX Researcher
Ana Sampaio - UX Researcher / PM
Henrique Salvador - UX Researcher
Shing Leung - UX Researcher
Ana Sampaio - UX Researcher / PM
Henrique Salvador - UX Researcher
Shing Leung - UX Researcher
Ana Sampaio - UX Researcher / PM
Henrique Salvador - UX Researcher
Shing Leung - UX Researcher
Ana Sampaio - UX Researcher / PM
Henrique Salvador - UX Researcher
Shing Leung - UX Researcher
Website design and content © 2020 Ana Sampaio.
All information is my own and does not necessarily reflect the views of the companies I've collaborated with.
Website design and content © 2020 Ana Sampaio.
All information is my own and does not necessarily reflect the views of the companies I've collaborated with.
Website design and content © 2020 Ana Sampaio.
All information is my own and does not necessarily reflect the views of the companies I've collaborated with.