The product team at Financeit mapped out an over-arching vision that would allow us to access new consumer markets, integrate with popular software solutions in the home improvement space, and potentially move into the competitive U.S. market.
Making this vision a reality required us to reexamine not only our loan origination experience and friction points, but also our risk, compliance and business rules.
As an ongoing, multi-year, multi-phase project, research needed to be embedded into the process with concept testing at each milestone of development, and documented to track progress.
The UX and Product teams collaborate to design each new feature as a series of stepping stones towards the larger vision. At each stage, we conduct user testing with prototypes and iterate until we have a sound solution to move forward with.
Every test session begins with a facilitation script and note taking template. Observers are invited to attend sessions which are recorded over Zoom. Notes are summarized on a spreadsheet for easy comparison, and after a team discussion, a final presentation deck is created to present findings and next steps. All research work is documented in a Research Hub on Confluence for easy reference, and accessible to anyone in the organization.
