ROLE

UX Designer, Lead Business Analyst and Lead Tester | 2017


ABOUT

Note: Until this app is live, I have redacted identifying details from this project summary.

The client is a financial services brand used by three independent brand-licensees worldwide.

The client was looking to develop a mobile application that extends the customer experience for credit card customers beyond the desktop experience. The mobile application is intended to increase the client’s brand and product engagement with their customers, and deliver a scalable solution, increasing their competitiveness in a digitally-led financial landscape.

Phase one of the project was to deliver the client’s first Credit Card app to market based on the real wants and needs of customers. Following this first phase it is expected that the app will be continuously improved as additional integration points become available and customer feedback is received.

I was a part of an embedded, multidisciplinary, co-located team, designing and building the mobile app in a hybrid agile delivery.


PROJECT LIFECYCLE

Define  >  Design  >  Develop  >  Test  >  Deploy


MY DELIVERABLES

  • Competitor analysis of other banking mobile applications

  • Research, sketching and wireframing feature designs

  • Developing flow diagrams of the user’s journey

  • Co-Creating interactive prototypes for user testing

  • Developing usability testing scenarios

  • Moderation document creation for user testing

  • Conducting, documenting and reporting on user testing

  • Creating the user stories, acceptance criteria and functional specification for the final designs

  • Coordinating client feedback and amending the designs and functional specification

  • Developing test cases and data requirements

  • Reporting on progress of development and testing

  • Planning and grooming the backlog of features, for future phase functionality

  • Validating user data and API functionality, and executing test cases and testing scenarios

  • Preparation and execution of Go-Live release


DESIGN TEAM

  • Paul Ciappara - Design lead
  • Minh Bui - Creative designer
  • Nicky Watson (myself) - UX designer, UX researcher, lead business analyst and test lead

TOOLS

  • Sketching

  • Sketch and Flinto

  • Screen capture and camera software (Skype for business) during testing

  • Android and iOS devices for testing

  • Jira and Confluence


STAGE 1 & 2:
DEFINE & DESIGN

After spending sometime workshopping the requirements the design team worked together, researching the best financial services apps and sketching design solutions. The designs aimed to be scalable and flexible, to accommodate future functionality that integrates all of the client’s offerings.

After converting the sketches and wireframes into an interactive prototype, using Sketch and Flinto, we began 3 rounds of iterative user testing. The results from each round of testing informed the iteration on the design for the app and the final findings were presented to the client and key project stakeholders.

The final designs were used to inform the development of the functional specifications, which were maintained throughout the project lifecycle.


STAGE 3 & 4:
DEVELOP & TEST

After the design phase was complete, I remained on the project through to go-live. I was lead business analyst and tester, where I ensured the integrity of the designs and functionality were maintained and delivered. Test scenarios and test cases were executed alongside development until Go-Live.

All changes that arose throughout development, from API or development issues, were triaged with the client and development team and redesigned to accommodate these.

Go-Live is forecast for July 2018 and I will share more project details and imagery when the app has been released.


PROJECT IMAGES