Overview
This UX case study showcases my role as the UX Designer in revamping the Ally Wealth Scheduler. The project involved updating the design to align with the newer DSM components and establishing a standardized approach for the date picker. Key objectives included enabling dynamic cancellation tracking, empowering users to make changes to scheduled meetings, and improving overall usability and accessibility
Challenges
1. Lack of refined calendar approach for seamless scheduling
2. Inadequate connectivity between Wealth Concierge/Sr. Wealth Advisor and prospects/clients
3. Missing integration with Salesforce for scheduling appointments
4. Need for prospects to view, edit, and cancel meetings from the Wealth Overview
Goals
1. Streamline scheduling process with a more intuitive and user-friendly interface.
2. Enhance connectivity between Wealth Concierge/Sr. Wealth Advisor and prospects/clients, enabling seamless communication and collaboration.
3. Improved meeting management capabilities, including dynamic cancellation tracking and flexible editing options.
4. Enhance usability and accessibility through the integration of newer DSM components and refined workflows.
5. Empower users with greater control over their scheduled meetings.
Sketch
Invision (Metronome DSM, Craft, Spaces, Prototype, Freehand)
Zoom
Process
1. Requirement Gathering: Uncovered unaddressed issues through extensive stakeholder collaboration and extended project timeline due to managerial transitions.
2. Phased Approach: Divided the project into three phases to address the limitations of API availability and optimize the design process.
Phase 1: Refined initial intake process and minimized the size of the time and date picker component, enhancing accessibility.
Phase 2: Focused on comprehensive error handling for seamless user experience during scheduling and meeting management.
Phase 3: Streamlined the ability to edit meetings post-booking, providing flexibility to both prospects and Wealth Concierge/Sr. Wealth Advisor.
3.Collaborative Iterations: Collaborated closely with developers and stakeholders, conducting walkthroughs and multiple iterations to refine the design
Usability Testing
Purpose
- To get feedback on this new feature from real users
- To incorporate changes in a fast follower
Users
3 Prospects
- Having or interested in getting a Wealth Management Account
- Do all or at least half of investing on a smartphone
Results
All 3 users expressed positive comments, with 2 citing ease of use.
"It was very easy to go and start scheduling the appointment, selecting the dates and times, meeting all the other carious requirements."
"it felt very clear, very clean."
"It makes me feel good going into this meeting that you care about me and that you're easy to work with."
Discussion - Good job!
Tasks
Create
100% completion rate
"It was very easy to request."
Edit
100% completion rate
"very smooth."
"I like how easy it was to edit."
"It was really easy to find my upcoming appointment. It was right there at the top of the app. I saw the edit button right away."
Discussion - Good Job!
Reading
None of the 3 read the pages fully, especially the "Here's the paperwork & File Away your Forms"
"And we will hit Agree and Continue."
"Yada, yada, yada.... This, that, and the other."
Discussion-Pretty typical behavior, especially for anything that looks like legalese
When Should we Connect?
2 users skipped over Phone & Email
"Do I pretend to fill this stuff out? I don't want you to call me. I don't want to talk on the phone."
Discussion- Let's keep an eye on this going forward.
Examples of Error Handling
Prototyping
Prototyping was done via Invision
Error Handling
We also addressed error handling through scrum meetings with developers and shareholder requests to make sure we addressed current issues that affect the ETF screener, which could bleed over into the Stock Screener.
