Client
A Large North American Investment Provider
Project Characteristics
Concept Test, Iterative, Expert Users, Remote Testing
Industry
Banking/Finance
Project Description
One of the top investment companies in North America was in the process of building a platform for financial advisors. The platform consisted of many different sections and at this point they were interested in better understanding the needs of Firm and Branch Managers. The client had developed a concept and screen shots with a variety of data. The User Experience Center applied a concept test to better understand the managers’ needs and gauge their understanding of the data.
Project Goals
- Understand if the suggested system would provide value for the managers.
- Identify if relevant information should be presented together or separately.
- Gain an understanding of which aspects of the design should be untouched.
Challenges
- There was a lot of content and functionality to cover in the evaluation.
- The participants were only available for 30 minutes.
Outcome
To make sure the client gained feedback on all of the different components in a timely fashion, the User Experience Center rotated the tasks/questions with each participant. Also, the moderator moved the participants along rapidly in order to collect feedback about different parts of the design. At the end of the study, the User Experience Center answered the client’s questions so they were able to take the design into the next iteration.