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Qualitative discovery research for financial accountant product that
saved the company $400k. 

Dates

April - May 2022

Role

Co-researcher

Full-time employee

Tools

Microsoft Teams, UserTesting.com, Miro, Adobe XD

Populations size

2

Methods

Contextual inquiry, Google analytics review, usability test, System Usability Scale (SUS), thematic analysis

Team

Tyler Henderson, UX Researcher
Neha Katri, UX Designer
Laura Jones, UX Designer
Dasa Jayabalan, UX Designer
Joe Hackler, Product Owner

1

The Problem

The product owner for a financial accounting web application needed more information about user complaints before addressing them.

2

My Approach

Another researcher and I conducted contextual inquiries and a Google analytics review together and found an issue that was making it difficult for users to collect over $400,000. We then conducted a usability test with a UX designer’s prototyping help.

3

Impact: Product

The UX designer incorporated research results into a design solutions and developers implemented it. The product updates saved the company $400,000.

4

Impact: UX Maturity

After this project, the product owner began speaking highly of UX research to product owners, which lead to an increase in UX research popularity across the company

“Wow!!!!! This was nowhere on my radar of wish list items. This is a great discovery. I just need to keep sending you guys in, and who knows what else will be discovered!” 

- Joe Hackler, Product Owner

Deliverables and Storytelling

Below are a few examples of final deliverables for my product team, as well as tools I used for data storytelling.

I used the comic strip to communicate findings to a large group of UX designers who were unfamiliar with the product.

My Reflections

While the lo-fi journey map was very useful to the UX designers on my team, I later I took a course through NN/g about journey maps. My journey map knowledge and experience have since improved and I have gone on to create several journey maps for other projects.

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