Automating an Asset Management company's offering
I was the main Product Designer on the team until sometime into the project when I brought in a Mentee to work alongside me.
Asset Management firm
What I did
I was contacted to design a system that automates the asset management’s offerings and processes its customers. After using paper and pens for so long, they are looking to reduce cost by automating it and providing the services on the go, via mobile and web.
The brand is an Asset Management bank based in Lagos, Nigeria, with branches all over the state.
The current process for accessing and buying assets is over the counter at the office, owing to this, the company is spending a lot of money to maintain a large no of customer support staff.
The brand has been thinking of scalability and increasing the adoption of its product offering.
Built a Component Library for the Design system, as there was none in the company before.
Improved the Design maturity of the company from no design (unrecognized) to user-centered design (Interested).
Our Customers are divided into two broad types -
Empathy map for both persona types
Pain points from the Customer include:
It was decided that this mobile app should be cross-platform and available for both IOS and Android play stores. It was decided that the mobile app should have light and dark themes, such that, Users can customize their experience. First, I started off designing a Patterns Library.
Having gone through the Requirement document shared with me, alongside the User flow, and wireframe, I proceeded to work on the Visual Design.
First, I spoke to the team further on Creative direction and Stakeholders' stance. We went over some applications to be sure both parties understand what was wanted.
Overall, the general look and feel were aligned towards contemporary because the Bank wanted to stand out from peers and what their competitors were doing.
Once my UI Designs were ready, I presented them to the Board of Directors of the Bank and got feedback. Overall, they liked it and had minimum edits in mind.
This stage ended once there was a prototype that is usable for the next stage of Usability testing.
I was involved with the implementation of the Application by the Engineers. The Engineers were on board from the start of the project. I played a more supervisory role with the Engineers. We continued communicating and I always test what they are doing (some form of QA), this is before the QA Personnel steps in.
The Application is almost ready, as it is in the final stages of engineering.
The next step was the testing stage to see the chance for improvements, as regards the usability of the app. It was a virtual one over Google meets. Users were recruited from the Asset management firm's older customers.
For the Usability test, I worked alongside the Product Manager. We tested 10 participants virtually. The participants were tested with 14 different Test tasks within the product.
Some results from the testing sessions.
My key takeaways are:
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