Mentorship
2024 · A UX Research & Ideation Case Study · 13MIN READ
Personal Finances
Process summary
How the work was made
Click a step to jump to the artefact it produced.
Participants
One lean survey plus in-depth interviews, benchmarked against four budgeting tools.
Result
A validated problem statement, a persona and journey map, and three prioritised opportunity areas handed to a product team.
What I would test next
A concept test of a first useful insight delivered before any manual setup, measured on day-one completion.
Outcome
- A validated problem statement grounded in interview evidence rather than assumption
- A persona and journey map with three prioritised opportunity areas for a future product team
- A clear recommendation: deliver a first useful insight before asking for any manual setup
What I took from it
Research pays off when you stop asking people what they want and start asking what they last did. The most useful findings came from the small contradictions between the two.
FigmaFigJamMiroGenerative AI
User ResearchJourney MappingAffinity MappingCompetitive BenchmarkingUser InterviewsSurveysEmpathy MappingPersonasGenerative AIFigma
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