Once we understood our users, we could start to build our research plan to start identifying the main problems the users faced when trying to save, use the app. We began with a competitive analysis, where we looked at other banking apps including Barclays, Monzo and Revolut a direct competitor. Looking to see how they helped customers budget and monitor their spending.
We used this information to help craft questions for our user interviews and our survey. We were able to get 8 user interviews for this project. We tried to figure out if users actually knew what proper scooter behavior was. As well as if they understood what bad scooter etiquette was. Lastly our other main point to find out was if the user has broken the rules before or if they would and what was the situation that would occur. We took that information into our Affinity Map to start to find patterns.
Now that we had identified the core concerns, we needed to address them. So I brought in core my team(PM,PO,Tech leads,BA and Devs) and utilized some stakeholders in ideation and co-creations workshops letting them air their thoughts on sticky notes this really helped keep everyone informed and included in the ideation process/party 🥳.
“How might we provide Lloyd's mobile app users with a simple and intuitive budget control feature that helps them manage spending effectively and save for significant purchases?”
These new snapshot feature on the homepage helps for accessible location and give a call to action and prioritization feel for budgeting. We have an interactive pie chart that shows the amount spent on each category (e.g., 27 percent spent on food and grocery). When a user selects a slice of the pie chart, a summary box pops up with an option to "see transactions", which takes the user to all recent transactions in that category.
Our redesign encourages people to set up their budget notifications for total spending limits and category limits to manage their spending habits comprehensively. Users can access this redesign feature from multiple access points like the right icon menu and our new budget snapshot interface on the home page.
Before creating paper prototypes, we tested a user flow that placed the "Budget Snapshot" on the homepage, based on user feedback preferring immediate access to spending analysis. We then built low-fidelity prototypes with two different UIs for A/B testing and used the results to guide further iteration.
I created several prototypes, two of which were accepted for testing. We conducted A/B testing on the low-fidelity paper prototypes, using the same user flow but different UI designs, which allowed us to see how varying interfaces could significantly impact user experience.
During the development of high-fidelity prototypes, we closely monitored responses to Prototype B, which received generally more positive feedback. We developed two designs to compare the "Budget Snapshot" and "Manage Budget" pages, as we believe these are the key areas for interaction and design.
