Chase Online Banking
Website Redesign
Website Redesign
Problem: How to move the needle and improve the home lending experience while under the constraints of a small budget with requisite tight timeline and limited resources?
Goal: The primary objective — surfacing home lending product and service benefits to drive conversions for existing and new customers.
Approach: The business had pinpointed areas for improvement. With these requirements the UX lead set out to prioritize content by restructuring the IA. I focused on communicating UI function through key design principles and aesthetics.
Challenges: Budget constraints, and other factors influenced how the project needed to be approached — no planned research or testing, unaccounted for activities in the initial scope and an organization with a maturing design culture.
Team: A small design/development unit was assembled to deliver a solution:
UXD: With only past performance metrics to lean on, the project lead and I brought our collective experience to deliver work that met the business and user needs. Critical to this effort — understanding that the design experience needed to serve the user beyond the screen and continue with customer representatives.
Contribution: While the project lead translated requirements into the IA and managed the stakeholder relationship, I focused on rendering the UI through multiple responsibilities and deliverables:
Iterations:
Something I’ve learned — starting with the end in mind serves the product vision by acting like a guiding flag for desired outcomes.
But to get there, an intentional process is required for ideas that can flourish in the market place. The quotes below highlight this notion:
Problem: How to meet business objectives to surface the full breadth of products and the ways Chase enables money management for a growing audience.
Goal: To achieve target metrics and replace the legacy system — a new CMS platform along with a redesign of the existing web banking experience was required.
Approach: The effort targeted prospects and existing customers and would need to establish:
Constraints/Challenges: A small but nimble design team was assembled to undertake the effort, but getting up to speed required establishing a workflow built around project complexities:
My Contribution: Having inherited the initial visual design direction, I used this as a starting point to design a modular UI system. My role encompassed the following activities:
Design Team: The core team brought interdisciplinary skills to the effort to maximize the user experience:
UX Activities:
Reviews and Iterations: Depending on the nature of the work, both formal and ad hoc design reviews were held with the stakeholder and core team members.
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Kadens is an app proposal for an ambient sound generator. The intent: prototype key parts of the idea to validate feature desirability and determine marketplace value.
