Investr offers a guided investment planning approach towards life goals, allowing users to create 'virtual buckets' to track progress.
Investr offers a guided investment planning approach towards life goals, allowing users to create 'virtual buckets' to track progress.
Investr offers a guided investment planning approach towards life goals, allowing users to create 'virtual buckets' to track progress.
Innovative platform streamlining project execution through cutting-edge automation
REALTECH
Experience the future of interior project management with Prolance, the premier B2B SaaS marketplace tailored for the interior industry.
A new FinTech startup, launched by a group of seasoned financial professionals and investment advisors is exploring innovative approaches for the investment sector. The firm is looking to launch a guided investment platform which is differentiated and adds value to this target audience. A comprehensive product strategy is being put together for the launch phase of the product.
Overview
PROLANCE
MY ROLE
UX Researcher
Discovery and requirements gathering
Primary & Secondary Research
Usability testing
CHALLENGE
Formulate a research methodology guide for the new platform
#1
Analyse the existing platform and ideate the user journey map
#2
Develop a strategy for various use cases a way to understand common factors
#3
Conduct competitor analysis for similar platforms - both direct and indirect
#4
Conduct User Testing Research through interviews and different methodologies
COMPETITOR ANALYSIS
Analyze industry benchmarks to set standards
INTERVIEWS
Understanding user needs, technical constraints and aligning business goals
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The objective is to grasp the workflow, tools, and user experience of completing interior projects, testing and validating the existing platform for usability, and determining the priority of features based on user desirability.
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Session time breakdown includes 10 minutes for participant introductions, 30 minutes for exploration via one-on-one interviews, 15 minutes for user testing, 15 minutes for goal card sorting, and a 10-minute debriefing per participant.
RESEARCH INSIGHTS
Connecting the dots between different user pain points
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We gathered from the interviews that a lot of designers mainly struggled with coagulating different tasks into one place
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Many complaints and concerns expressed by the users centered around generating ready to use models, cost estimates, BOQs, and streamlining the entire process of documentation
