The initial discovery phase of this project began with an exploration of the investment landscape. We researched competitors and highlighted potential opportunities.
One of the main objectives of a discovery process is to understand the needs and goals of the users interacting with the product or service.
This process aims to identify any challenges users may experience when accessing similar products. This information can uncover opportunities for growth and development. Design solutions can be tailored to address these issues.
What is the mission? What are the values? How do we want to be perceived?
We wanted to clearly articulate what sets the brand apart from competitors in terms of product, services, and customer experience.
A verity of techniques were used including 'customers will love our product if...?' which forces you as a business to think about what customers really want.
Defining core goals from the outset helps keep the team aligned and focused on the main objectives. Balancing the needs of the customer vs those of the business is critical to longevity.
User goals
Business objectives
Once we had created and categorised a list of functionality, we prioritised the essential features of the product. This aided the creation of a functional product that met the needs of early adoptor's, and provided a valuable insight into future development needs.
Other factors considered included time to market and budget.
Adopting an agile approach to delivery kept the process moving at pace, whilst remaining flexible.
Mapping out the content is fundamental to the proposition. Delivering the perfect content at the right time in the flow helps reduce friction, increase conversion and add value to the customer/user.
Card sorting and similar methodology helped to structure the navigation and intuitively categorise the content.
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