Fidelity Investments

The goal of this application was to enhance the internal experience for associates by providing quick digital access to key information.

Collaborating with data analytics, we were able determine which content was used from various sources across the organization.

Role
Director of UX Design

Year
2023-2024

Team Size
30+

Design Sprint

Starting the project with a robust design sprint allowed us to validate ideas and initiate problem-solving, leveraging insights from business, strategy, innovation, behavioral science, and other disciplines.

  • Understand: Identify and understand the end-users problem areas

  • Ideate: Develop potential solutions to the main problem

  • Decide: Transform the best ideas into a hypothesis

  • Prototype: Create a realistic prototype

  • Test: Get feedback from users in real-time

Sketching, Iterating, Brainstorming

We developed and tested preliminary wireframes with 15 current associates, each with varying years of experience at the company.

UX Research Techniques

Quantitative and qualitative user research are both crucial in designing products and experiences that meet users' needs and goals. Used together, they provide designers with a comprehensive understanding of product effectiveness.

Quantitative research provides numerical data on outcomes and trends.

Qualitative research offers insights into users' behaviors, motivations, and preferences through detailed exploration.