Goal: Identify and discover information to optimize design strategy and build a products that meets users needs.
Methodology
Objectives
Participant criteria
Time frame
Survey
Who are the users/customers?
What existing ways users solve their problems?
What your users want to accomplish
Understand their true needs
Understand the context in which they’ll interact with the product.
18-40 age
Working and earning
Interested in personal finance
Tried tracking budget
Heavy mobile device user
April 20th-May 2nd 2019
User interview
probe for details behind answers that given on a survey
To gather in depth information from a user
Same as above
April 26th - May 2nd 2019
Research questions
Taking into consideration the participant criteria identified above, the questions are structured in such a manner for least load on the mind. Related questions are together and the different sections are segmented.
Survey
I’ll be making use of google forms for the survey for a number of reasons:
allows you to collect information easily and efficiently
stores the feedback received and analyzes it.
The forms are integrated with Google spreadsheets therefore I have access to a spreadsheet view of the collected data.
Interviews
Introduction: I’d like to talk with you about spending & budgeting. i have a couple of questions to ask and I’m very much interested in hearing your stories and experiences.
Tell me a little about yourself or a typical work day
What are your interests, non-work interests.
Walk me through your spending and budgeting for last month?
Do you track your spendings?
Why do you budget and track your spending?
Tell me about how you track your spendings?
Would you consider yourself to be a big spender?
You mentioned in 5, what would you like to improve about this experience?
Have been circumstances when tracking your spendings was difficult and why?
How you would rate your spending tracking(1-5)?
Are they events that make you spend more money than required?
Is there any other thing you’ll like to add?
The questions above serve as a guide, It usually not followed strictly because conversations lead to other questions.
Output
User persona
Features
Pain Points
Solutions
Inputting expenses Manually
Connect with card so the app reads credit/debit data
Read SMS data and get debit/credit alerts
Forgetting to track expenses
Reminders at preferred times/evenings
Other apps require a lot of my personal details
Request for just necessary details. Give reasons why any other unusual information is required.
Forecast the not-so frequent expenses(e.g. car maintenance, school fees, rent)
On days when there are budget surplus, the surplus money could be moved into any of the future expenses.
Research questions