巴克莱对冲_“巴克莱的财政预算案”：使金钱管理对心理健康有效—用户体验案例研究
巴克萊對沖
Disclaimer: all official Barclays assets used for this project are purely for educational/project purposes only and do not reflect the intentions of Barclays or any of its affiliates.
免責聲明：用于此項目的所有官方巴克萊資產純粹是出于教育/項目目的，并不反映巴克萊或其任何分支機構的意圖。
This project was created as my submission for D&AD’s New Blood Awards 2020 ‘Barclays UI/UX/IxD Digital Service Design’ brief. I, unfortunately, was not one of this year’s winners of a D&AD New Blood Pencil Award, but I’m grateful to have had the opportunity to submit this project and hope to submit more work in the future.
這個項目是我為D＆AD的2020年新血液獎“巴克萊UI / UX / IxD數字服務設計”摘要提交的。 不幸的是，我不是今年D＆AD新血筆獎的獲得者之一，但我很感激能夠有機會提交這個項目，并希望將來能提交更多的工作。
“ budgit”是一款資金管理應用，提供數字銀行工具和服務，可為巴克萊客戶提供日常銀行服務 (‘budgit’ is a money management app providing digital banking tools and services that support Barclays customers with everyday banking)
Preface: to provide conceptual context, the app UI and branding were derived from Barclays’ existing ‘pingit’ app. This is explained in depth within the process deck and the ideation section in this piece.
前言：為了提供概念性上下文，應用程序的用戶界面和品牌來自巴克萊現有的“ pingit”應用程序 。 在本部分的流程平臺和構想部分中將對此進行深入說明。
App Promo Video I created in After Effects我在After Effects中創建的App Promo視頻巴克萊希望了解他們如何能夠幫助患有精神健康問題的弱勢客戶更好地管理他們的錢，進而改善他們的心理健康，通過新的數字解決方案彌合思想和金錢之間的鴻溝，該解決方案提供了支持這些人的工具和服務。有需要的人，以及他們的整個客戶群，以及資金管理。 (Barclays wanted to see how they could help vulnerable customers with mental health issues manage their money better and, in turn, improve their mental well-being, bridging the gap between mind and money through a new digital solution that provides tools and services to support those in need, and their entire customer base, with money management.)
The full app prototype built in Figma and project deck (further detailing my decision-making and design-thinking process as well as all the process artefacts) can be found in my portfolio.
完整的應用程序原型 建在FIGMA和 項目甲板 ( 詳細說明進一步我的 決策和設計思維過程以及所有過程的文物)， 可以 發現 在 我的投資組合。
Timeline & ToolsProject completed over 8 weeks (March-May 2020) using Figma, Adobe CC Suite, Zoom, pens, paper, post-its, Google, music, meditation & copious amounts of caffeine.
使用Figma，Adobe CC Suite，Zoom，筆，紙，便簽紙，Google，音樂，冥想和大量的咖啡因， 時間軸和工具項目在8周內(2020年3月至2020年)完成。
Team & RolesMe! :) I did the project alone, assuming the roles of UX Researcher, Information Architect, UI and Interaction Designer (plus animator and semi-filmmaker to create the app promo video you see above).
團隊與角色我！ :)我獨自完成了該項目，并承擔了UX研究人員，信息架構師，UI和交互設計師的角色(以及動畫制作人和半電影制作人來創建您在上面看到的應用宣傳視頻)。
‘Manage’ features — money management tools and services“管理”功能-資金管理工具和服務項目概況 (Project Overview)
簡要 (Brief)
As stated in the Barclays brief
正如巴克萊簡介中所述
挑戰 (Challenge)
“How can Barclays help vulnerable customers with mental health issues manage their money better?”
“巴克萊如何幫助有心理健康問題的弱勢客戶更好地管理自己的資金？”
問題 (Problem)
“Mental health issues affect 1 in 4 people. Money and mental health are often intricately linked. One problem can feed off the other, creating a vicious cycle of growing financial problems and worsening mental health that is hard to escape. Across England more than 1.5 million people are experiencing both debt and mental health problems.”
精神健康問題影響四分之一的人。 金錢和心理健康常常是錯綜復雜的。 一個問題可能會滋生另一個問題，從而造成一個日益嚴重的財務問題和惡化的心理健康狀況的惡性循環，這是很難避免的。 在整個英格蘭，超過150萬人正面臨債務和心理健康問題。”
目標 (Goal)
“Barclays recognises the relationship between mental wellbeing and managing your money and want to make banking a little bit easier by providing tools and support to help people manage their money better and, as a result, improve their mental wellbeing. Use technology and innovation to develop a new digital experience, service or tool that bridges the gap between money and mental health, and provides support to those who are vulnerable. Your idea should help those in need but also consider how it can benefit the wider Barclays 25 million customer base.”
“巴克萊認識到心理健康與您的資金管理之間的關系，并希望通過提供工具和支持來幫助人們更好地管理其資金，從而改善他們的心理健康，從而使銀行業務變得更容易一些。 使用技術和創新來開發新的數字體驗，服務或工具，以彌合金錢與心理健康之間的鴻溝，并為弱勢群體提供支持。 您的想法應該幫助有需要的人，但也要考慮它如何使巴克萊2500萬客戶群受益。”
Another beauty shot for ya!為你拍攝的另一個美女！結果 (Outcome)
Mental health issues can make it harder to earn, manage and spend money as well as ask for help, often causing unintentional financial difficulties that create a vicious cycle of compounding mind and money issues, making it hard to manage money and mental well-being.
精神健康問題可能使掙錢，管理和花錢以及尋求幫助變得更加困難，通常會導致無意的財務困難，從而造成使精神和金錢問題復雜化的惡性循環，從而難以管理金錢和心理健康。
引入budgit ，這是巴克萊生態系統的新成員。 (Introducing budgit, a new addition to the Barclays ecosystem.)
Made with vulnerable customers in mind, and built to be an experience accessible to all, budgit is a money management app that empowers and encourages customers to control, maintain, and track their spending.
由具有脆弱的客戶記住，并建是對所有人開放的經驗，budgit是一個資金管理應用程序 ，如虎添翼，并鼓勵客戶控制，維護和跟蹤他們的消費。
Customers can get control of their money with a budget, gain awareness of their spending habits with insights, and access tools that assist them with financial management.
客戶可以通過預算控制自己的資金，通過洞察力了解自己的消費習慣，并獲得有助于其財務管理的 工具 。
Mental health is often the cause of financial difficulty and can affect anyone at any time. With budgit, Barclays can help millions of customers be financially proactive and support those who are most vulnerable with pre-emptive safeguards that lessen the friction between mind and money.
心理健康通常是造成財務困難的原因，并可能隨時影響任何人。 有了budgit，巴克萊可以幫助數百萬客戶提高財務積極性，并通過采取先發制人的保護措施來減輕最脆弱的人的負擔，從而減少理智與金錢之間的摩擦。
Offering adaptive & accommodating digital banking tools and services, budgit supports vulnerable customers with everyday banking, helping them manage their money better, and in doing so, improve their mental & financial health.
budgit提供自適應的，適應性強的 數字銀行工具和服務 ，通過日常 銀行業務為弱勢客戶提供支持 ，幫助他們更好地管理資金，并改善他們的心理和財務健康狀況 。
Core solution feature set核心解決方案功能集目標 (Goals)
個人目標 (Personal Goals)
項目目標 (Project Goals)
方法 (Approach)
Money and mental health are intricately linked. Delivering a justified solution to a multifaceted challenge was a complex and iterative process. My success in executing the project was predicated by being equipped with knowledge from the jump around the target audience and the problem surrounding the challenge. To strategise my approach, I mapped out the design thinking process and UX methodologies, using it to initiate the project and as a guide throughout each phase of the design process.
金錢和心理健康有著千絲萬縷的聯系。 為多方面的挑戰提供合理的解決方案是一個復雜且反復的過程。 我在執行該項目上的成功取決于對目標受眾的跳躍知識以及與挑戰相關的問題的知識。 為了制定我的方法策略，我制定了設計思維過程和UX方法論，并使用它來啟動項目并作為設計過程每個階段的指南。
技能專長 (Skills)
Design Thinking Process: Empathise, Define, Ideate, Prototype?, Test
設計思維過程：移情，定義，構思，原型，測試
UX Methodologies used: Market & User Research, Discussion Guide, User Interviews, Thematic Analysis, Quantitative & Qualitative Data Coding, Data Visualisation, Affinity Mapping, User Personas, Problem Framing, Competitive Analysis, Brainstorming, MVP & Feature Prioritisation, MoScOw, Sketching & Wireframing, Branding & Visual Identity, Information Architecture, User Flows, Design System, LoFi Mockups, Prototyping, HiFi Mockups, User Interface Design, Interaction Design, Usability Testing
使用的UX方法 ：市場和用戶研究，討論指南，用戶訪談，主題分析，定量和定性數據編碼，數據可視化，相似性映射，用戶角色，問題框架，競爭分析，頭腦風暴，MVP和特征優先級，MoScOw，草圖繪制和線框圖，品牌和視覺識別，信息體系結構，用戶流程，設計系統，LoFi樣機，原型，HiFi樣機，用戶界面設計，交互設計，可用性測試
約束條件 (Constraints)
This was my first UX project using a professional brief and executing it alone in COVID quarantine with lack of resources and prior experience was challenging. My design process was in a constant state of iteration, using theory, lots of Googling, and intuition to guide me throughout each phase of the project.
這是使用專業的 簡短的COVID檢疫與缺乏資源和經驗之前單獨執行它我的第一 UX項目是具有挑戰性的。 我的設計過程處于迭代的恒定狀態，使用理論，大量谷歌搜索和直覺來指導我貫穿項目的每個階段。
- Lack of resources, time, and experience made user research challenging, even more so due to the pandemic. In acquiring insights sufficient enough to deliver a solution, I improvised by conducting interviews remotely with people I knew. 缺乏資源，時間和經驗使用戶研究具有挑戰性，甚至由于大流行而更為嚴峻。 為了獲得足夠的見解來提供解決方案，我通過與認識的人進行遠程采訪來即興創作。
- Ideally, access to research methods (e.g. ethnographic research) with more time to try my hand at other UX deliverables (e.g. user journeys, empathy mapping) would have been optimal for the project. 理想情況下，使用研究方法(例如人種志研究)以及更多時間來嘗試其他UX可交付成果(例如用戶旅程，同情映射)將是該項目的最佳選擇。
When I started the project, I didn’t have any contacts/connections with professionals in the industry. At times, I was struggling and guidance would have been beneficial in many ways. Navigating the design thinking process alone meant relying on theory, intuition, Google, and a lot of failure. This ultimately pushed me to learn through the application of practices and tackling the struggles head-on. Thankfully, having finished this project, I now have mentors and connections to people in the industry to whom I’m deeply grateful for.
當我開始該項目時，與行業專業人士之間沒有任何聯系/聯系。 有時，我很掙扎，而指導在許多方面都是有益的。 僅瀏覽設計思維過程就意味著要依靠理論，直覺，谷歌和很多失敗。 最終，這促使我從實踐中學習并直面斗爭。 值得慶幸的是，完成這個項目后，我現在對我深表感謝的業內人士提供了指導和聯系。
項目起源 (Project Origins)
Cut to March, COVID-19 hit the world, and we are all in quarantine. With worries over losing my job and goals of pursuing UX up in the air, I decided to take on a design challenge. Watching the news was surreal. Given the scary and unpredictable nature of what was happening in the world, I felt no other choice but to do something productive and positive in lockdown to maintain sanity and work towards changing my life in the face of universal uncertainty and personal adversity. I looked around online for some real design challenges to figure out where to start instead of doing another redesign/self-made project. I discovered D&AD, learned about this year’s New Blood Awards, and picked the Barclays brief.
到3月，COVID-19流行了，我們都在隔離區。 出于對失去工作的擔憂以及追求UX的目標，我決定接受設計挑戰。 看新聞真是超現實。 鑒于世界上發生的事情令人恐懼和不可預測的性質，我別無選擇，只能做一些富有成效和積極的事態發展，以保持理智，并面對普遍的不確定性和個人逆境改變我的生活。 我在網上四處尋找一些實際的設計挑戰，以找出從哪里開始，而不是進行另一個重新設計/自制的項目。 我發現了D＆AD，了解了今年的“新血液獎”，并選擇了巴克萊簡介。
The design challenge presented by Barclays resonated with me for a few reasons, and was the catalyst to this project coming to fruition, and becoming my first UX project using a professional design brief. It was centred around mental health, a very relevant and important topic in society, even more so with the timing of the project being at the height of the COVID pandemic.
巴克萊銀行提出的設計挑戰由于幾個原因而引起了我的共鳴，并且是該項目得以實現的催化劑，并成為了我使用專業設計簡介進行的第一個UX項目。 它以心理健康為中心，心理健康是社會中一個非常相關且重要的話題，隨著項目的時間正處于COVID大流行的高峰期，這一點尤其重要。
The opportunity to attempt designing a solution that could help people with such integral parts of their lives (mind and money), was a privilege, especially in unprecedented times with uncertainty in the world around how people were going to survive, quite literally, and as importantly, financially. Having dealt with the challenges caused by mental health personally and exposed to the impact it has had on those around me who have dealt with their own mental health issues, I felt an added obligation to pick this specific brief amongst the available options offered by D&AD.
嘗試設計一種可以幫助人們生活中不可或缺的部分(思想和金錢)的解決方案的機會是一種特權，尤其是在前所未有的時期，在世界各地人們如何生存方面存在不確定性，從字面上看，以及重要的是，財務上。 在親自應對了心理健康帶來的挑戰并暴露了它對我周圍處理自己的心理健康問題的人們的影響之后，我感到有額外的義務從D＆AD提供的可用選項中選擇此特定的摘要。
I also once worked for Barclays, at both retail and corporate. The multitude of experiences from my time with them proved to be invaluable in helping me throughout the project. Being able to view the challenge, research discoveries, and design ideas from both customer and business perspective influenced me to pick the brief in the first place and helped my design thinking (and overall creative) process throughout the project.
我也曾在巴克萊銀行零售和公司工作。 我與他們在一起的許多經驗被證明對整個項目的幫助非常寶貴。 能夠從客戶和業務的角度看待挑戰，研究發現和設計思想，這使我首先選擇了簡介，并在整個項目中幫助了我的設計思想(和整體創意)過程。
先決條件 ：解決問題 (Presearch: Scoping the problem)
“導致問題的原因是什么？” (“What are the problems causing the problem?”)
To better understand who I was designing for and why, I conducted preliminary research to scope the problem surrounding the challenge, gathering facts around the relationship between mental health and finances.
為了更好地了解我為誰 設計的 對象以及原因 ，我進行了初步研究，以解決圍繞挑戰的問題，收集有關 心理 健康與財務狀況之間關系的事實。
The goal was to gain insight into the challenges faced by those dealing with mind and money issues, as well as the narrative around banking and mental health.
目的是深入了解處理心智和金錢問題的人所面臨的挑戰 ，以及有關銀行業和心理健康的敘述。
Being equipped with knowledge meant I could better approach user research with due diligence and empathy for the target audience and their problems, avoiding assumptions or personal experiences from influencing the design process from the jump.
具備知識意味著我可以更好地通過對目標受眾及其問題的盡職調查和同情來進行用戶研究，避免假設或個人經驗影響跳躍過程中的設計過程。
Here is the compiled preliminary research:
這是匯編的初步研究：
Research, Facts/Quotes Source: The Money & Mental Health Policy Institute研究，事實/語錄來源：金錢與心理健康政策研究所關鍵見解 (Key Insight)
Mental health and financial issues are often linked and can compound each other to induce a vicious cycle of exacerbated mind & money problems that is hard to break. This often stems from challenges with money management, caused by mental health issues making it harder to earn money, manage spending, and get support.
心理健康和財務問題通常是相互聯系的，并且可能彼此加重，從而引發難以克服的惡性循環，加劇了心智和金錢問題。 這通常是由于心理健康問題引起的資金管理方面的挑戰，使得賺錢，管理支出和獲得支持變得更加困難。
Having gained understanding and insight from preliminary research, I needed to speak to people suffering from mental health issues to gain nuanced insights into the problems they face with managing their money.
從初步研究中獲得了理解和見識之后，我需要與遭受精神健康問題困擾的人們交談，以細致入微地了解他們在理財方面所面臨的問題。
The primary goal in my approach was to fully understand their issues, needs, and goals, doing so by asking questions with empathy in mind.
我的方法的主要目標是充分思考他們的問題，需求和目標，并以同情心提出問題。
Does their mental health impact money management? If so, how? What challenges do they face? Are there any specific financial problems commonly shared amongst the collective and their individual experiences? What, if any, tools and services do they use to help them? And what do they need?
他們的心理健康會影響理財嗎？ 如果是這樣，怎么辦？ 他們面臨什么挑戰？ 集體及其個人經驗中是否普遍存在任何特定的財務問題？ 他們使用什么工具和服務來幫助他們？ 他們需要什么？
With an entire spectrum of nuances to consider, conducting research independently for something as varied, sensitive and private as mental health was difficult, even more so due to COVID-19.
考慮到所有細微差別，很難對像心理健康這樣多種多樣，敏感且私密的事物進行獨立研究，而由于COVID-19，就更是如此。
用戶研究 (User Research)
善待弱勢客戶 (Empathising with vulnerable customers)
“How am I going to do user research?”
“我將如何進行用戶研究？”
方法 (Approach)
COVID-19, limited time, and lack of resources made conducting research, independently, challenging. The first step was figuring out my approach. Given my constraints, I streamlined the acquisition of relevant data from a primary source of user research, to efficiently derive insights contextual to the problem surrounding the challenge. I narrowed the scope of my study by defining some research goals to help me decide which research methods would be both viable and optimal amongst the few options.
COVID-19，時間有限且缺乏資源，使得獨立進行研究充滿了挑戰。 第一步是弄清楚我的方法。 考慮到我的限制，我簡化了從用戶研究的主要來源獲取相關數據的過程，以有效地根據與挑戰 相關 的問題獲取洞察力 。 我通過定義一些研究目標來縮小研究范圍，以幫助我確定在少數選擇中哪種研究方法既可行又最優。
研究目的與方法 (Research Goal & Method)
The goal was to gain holistic insights into the experiences mental health sufferers have with money management and, as Barclays customers, the current tools and services offered by the bank, primarily the Mobile Banking App. Catering to both user needs and business goals was key.
目的是全面了解精神健康患者在資金管理方面的經驗，并作為巴克萊客戶，了解銀行目前提供的工具和服務，主要是移動銀行應用程序。 兼顧用戶 需求和業務 目標是關鍵。
I considered online surveys but quantitative data alone would have limited the depth of insights. Qualitative research helped me empathise with the target audience and better define their problems in gaining a deeper understanding of the ‘how’s and ‘why’s for the challenges they faced between their mental health and money, as well as their views on Barclays.
我考慮過在線調查，但僅憑定量數據會限制洞察力的深度。 定性研究幫我同情與目標受眾，更好地贏得了“如何”和'為什么對他們所面臨的心理健康和金錢之間的挑戰，以及他們對巴克萊的看法有更深的理解定義他們的問題。
I’d decided user interviews were the optimal research method, however, I was unsure if it’d be viable to acquire participants in lockdown, nor appropriate to ask anyone to take part in the middle of a global pandemic. Before proceeding, I reached out to people I knew to see if interviews were realistically logistic.?
我認為用戶訪談是最佳的研究方法，但是我不確定是否可以吸引鎖定參與者，也不適合要求任何人參加全球性大流行。 在繼續之前，我聯系了一些我認識的人，看看采訪是否符合邏輯。
“Can I find people to take part in interviews?”
“我可以找人參加面試嗎？”
參加者 (Acquiring Participants)
User interviews were the optimal research method but I was unsure if it’d be viable or appropriate to ask anyone to take part in the middle of a global pandemic. Reaching out to people I knew, I ended up with 12 willing participants. Given the serious and sensitive nature of the topics to be discussed, approaching them to take part in due diligence was vital, even more so due to COVID.
用戶訪談是最佳的研究方法，但是我不確定讓任何人參加全球性大流行是否可行或適當。 與我認識的人接觸，最終我得到了12個愿意參加的人 。 考慮到將要討論的主題的嚴重性和敏感性，對它們進行盡職調查非常重要，尤其是由于COVID。
Ensuring they would be comfortable with me asking questions around their mental health and finances was a priority, but I also needed to fulfil research goals. I defined some participant criterion which I prefaced to those who agreed to take part — if they dealt with mental health issues and were a Barclays customer.
確保他們對我的心理健康和財務狀況提出問題是我的首要任務，但我也需要實現研究目標。 我定義了一些參與者標準，這些標準是那些同意參加的人(如果他們處理精神健康問題并且是巴克萊客戶的話)的開頭。
It helped that I knew the participants personally as they were comfortable with me asking if they met this. Having explained the project to them, they trusted me in being open to discussing personal topics and record their answers for research purposes.
我很了解參與者，因為他們對我很滿意，問他們是否滿足要求，這對我很有幫助。 在向他們解釋了項目之后，他們相信我愿意討論個人主題并記錄他們的答案以供研究。
“How do I go about asking the right questions?”
“我該如何提出正確的問題？”
討論指南 (Discussion Guide)
Questions arose about my approach to interviewing participants. I’d never conducted user research before, so I did the best I could given my constraints, using the opportunity to put theory into practice. I referred to my research goals to clarify the objective of the interview questions — to prioritise privacy and sensitivity whilst gathering sufficient and relevant data to analyse. I then drafted a discussion guide with some initial questions. Given the nature of the topic, avoiding suggestiveness, interrogation, and violation was vital.
關于我采訪參與者的方法引起了疑問。 我以前從未進行過用戶研究，因此我盡了最大的努力，利用了將理論付諸實踐的機會。 我提到了我的研究目標，以闡明訪談問題的目的 -在收集足夠的 相關數據進行分析的同時，優先考慮隱私和敏感性 。 然后，我起草了有關一些初始問題的討論 指南 。 考慮到主題的性質，避免暗示，審訊和違規至關重要。
A few considerations emerged that impacted drafting questions
出現了一些影響起草問題的考慮因素
設計問題和進行面試 (Designing Questions & Conducting Interviews)
The final questions split between two topics — mental health & money management and Barclay’s tools & services — majority of which were open-ended. I structured them sequentially to keep the conversation on topic and inflow such that the participants would incrementally elaborate their responses in a way that was non-intrusive and insightful enough for me to make informed decisions.
最后的問題分為兩個主題- 心理健康和金錢管理以及巴克萊的工具和服務 -其中大多數是開放式的。 我按順序安排了他們，以使話題保持在話題和流入的狀態，以便參與者以一種非侵入性和深刻的洞察力逐步闡述他們的回答，以使我能夠做出明智的決定。
I conducted interviews remotely via video calls, working around participant availability (again, impacted by COVID), each lasting around 30–40 mins. Interviewing 12 people remotely was more time consuming and difficult than I’d anticipated!
我進行了 通過視頻通話進行遠程訪問，并圍繞參與者的可用性(同樣受COVID影響)進行討論，每次訪問持續約30-40分鐘。 遠程面試12個人比我預期的要耗時且困難！
項目研究資料庫 (Project Research Repository)
The final interview questions (including drafts) and participant responses can be read here in my project research repository. I’ve omitted participant names, including only their background and age, and did not ask for information about their specific mental health diagnosis/condition; anybody who divulged details did so of their own accord.
最終面試問題(包括草稿)和參與者的回答可以在我的項目研究資料庫中閱讀。 我省略了參與者的姓名，僅包括他們的背景和年齡，也沒有要求提供有關其特定心理健康診斷/狀況的信息； 任何泄露細節的人都是自愿這樣做的。
用戶面試 (User Interviews)
I conducted 12 user interviews, gaining individual and collective insights from participants into the relationship between their mental health and money management, as well as their views on Barclays’ current offerings in this domain.
我進行了12次用戶訪談，從參與者那里獲得了個人和集體的見解，以了解他們的心理健康與資金管理之間的關系，以及他們對巴克萊在該領域當前產品的看法。
Individually, participants shared unique perceptions, interpretations and experiences of their mind and money problems. Collectively, the consensus corroborated with preliminary research findings.
參與者分別對自己的精神和金錢問題分享了獨特的看法，理解和經驗。 總的來說，共識與初步研究結果相佐證。
定義用戶問題 (Defining user problems)
主題分析 (Thematic Analysis)
Interviewing people about their mental health and money management gave me a much deeper understanding of their problems and how they compound each other, both at scale & individually.
采訪人們關于他們的心理健康和資金管理，使我對他們的問題以及他們如何相互解決(無論是大規模還是個體化)有了更深入的了解。
?I quantified the qualitative user research data which helped to highlight relevant information and extract findings needed to efficiently reach my research objective and goal.
我定量了定性的用戶研究數據，這些數據有助于突出顯示相關信息并提取有效達到我的研究目的和目標所需的發現。
I coded the interview data, systematically categorising similar (if not identical) participant responses to each question, from which I identified common patterns & subsequent themes shared amongst the collective.
我對采訪 數據進行了 編碼 ，對每個問題的相似(如果不相同)的參與者回答進行系統分類，從中我識別出共同的模式和隨后在集體中共享的主題 。
From this, I created charts to organise and visualise the compiled interview data into measurable metrics that I used to interpret user research into findings, such as pain points and other relevant discoveries. The participant verbatims to corroborate and validate the quantified interview data can be read in the interview answers, available to read here in the research repository.
據此，我創建了圖表，將整理的訪談數據組織和可視化為可衡量的指標，這些指標用來解釋用戶對發現的研究 ，例如痛 點和其他相關發現 。 可以在訪談答案中閱讀參與者證實和驗證量化訪談數據的詳細信息， 在此處可以在研究資料庫中閱讀。
User Research Analysis用戶研究分析 A timelapse of me listening to 80’s + 90’s synth pop in my living-room-turned-bedroom-and-design-studio quarantine setup我在客廳轉臥室和設計工作室隔離區中聆聽80年代+ 90年代合成器流行音樂的延時鏡頭親和貼圖 (Affinity Mapping)
I created an Affinity Map to synthesise and reframe the raw research data into meaningful knowledge, moving notes around to purge the excess and distill that which was important and contextual to the challenge.
我創建了一個親和圖，以將原始研究 數據 合成并重組為有意義的知識，移動注釋以清除多余的內容并提取出對挑戰至關重要且與上下文相關的內容。
Summarising the discoveries from preliminary and user research, I extracted key information. First, I derived findings (pain points), and relevant discoveries from user research, through making links between interview data and preliminary research findings.
總結了初步研究和用戶研究中的發現，我提取了關鍵信息。 首先，我通過在訪談數據和初步研究發現之間建立聯系，得出了用戶發現的發現(痛點)和相關發現。
Through a final rearrangement of the notes, I clustered the extracted insights and made further connections, identifying themes from which I defined a user need statement.?
通過對筆記的最終重新排列，我對提取的見解進行了聚類并建立了進一步的聯系 ，從而確定了定義用戶需求陳述的主題。 ?
We loveeeee post-its我們loveeeee便利貼痛點 (Pain Points)
I distilled discoveries down to contextual findings using the charts, identifying common problems participants shared with their mental health, money management, and Barclays’ offerings. From this trifecta, I derived pain points which helped to further understand the challenges they faced between mind and money. Beneath each pain point are corresponding findings from research analysis.
我使用圖表將發現精簡為上下文發現，確定參與者在心理健康，理財和巴克萊提供的服務中遇到的 常見 問題 。 從這三部曲中，我得出了痛點，這些痛點有助于進一步了解他們在思想和金錢之間面臨的挑戰。 在每個疼痛點下方都有來自研究分析的相應發現。
其他發現 (Additional Findings)
Further discoveries highlighted collective goals, wants, needs, and preferences of participants in regards to Barclays’ tools and services, primarily that which are offered in their Mobile Banking App, providing some additional context to the pain points.
進一步的發現凸顯了參與者對巴克萊工具和服務(主要是其移動銀行應用程序中提供的工具和服務)的集體目標，需求，需求和偏好，從而為痛點提供了更多 背景 。
見解 (Insights)
To begin identifying opportunities for design, I extracted insights from the research that intersected the trifecta of mental health, money management & Barclays to keep them contextual to the challenge & relevant to research objectives & goals. To provide context, where ‘user’ is mentioned, it refers to the target audience (i.e. vulnerable customers with mental health issues).
為了開始確定設計機會 ，我從與精神健康，資金管理和巴克萊三項交叉的研究中得出了見解，以使它們與挑戰保持關聯并與研究目的和目標相關。 為了提供上下文，在提到“用戶”時，它指的是目標受眾(即存在心理健康問題的弱勢客戶)。
A compilation of my core findings我的核心發現匯總用戶角色 (User Personas)
?I created user personas to represent the target audience and get further clarity of who I was designing for and why. This helped better understand their common frustrations, goals, and needs, acting as a point of reference to make informed design decisions with the target audience in mind throughout the design process.
我創建了用戶角色來代表目標受眾，并進一步明確了我的設計目標和原因。 這有助于更好地了解他們的共同挫敗感，目標和需求，作為在整個設計過程中牢記目標受眾的明智決策的參考點。
用戶需求陳述：構筑問題 (User Need Statement: Framing The Problem)
Using research insights, I defined a user need statement to summarise the needs & goals of the target audience. Condensing my perspective of the problem provided a clear vision of what needed to be solved and helped to generate rationalised ideas in approaching ideation (and acted as a metric of success), ensuring I designed a solution for users, by users.
通過研究洞察力，我定義了一個用戶需求陳述，以總結目標受眾的需求和目標 。 凝聚我對問題的觀點，為解決問題提供了清晰的愿景，并有助于在解決想法時產生合理化的想法(并作為成功的指標)，確保我為用戶設計了一種解決方案。
Vulnerable customers with mental health issues need access to adaptive and accommodating digital banking tools and services that provide support with everyday banking so that they can better manage their money.
患有精神健康問題的弱勢客戶需要訪問自適應的，適應性強的數字銀行工具和服務，這些工具和服務為日常銀行業務提供支持，以便他們可以更好地管理自己的資金。
問題陳述：應對挑戰 (Problem Statement: Reframing The Challenge)
Having framed the problem with the user need statement, I defined a problem statement to reframe the original question posed by the design challenge. This inspired initial ideas and helped inform design decisions in ideation, ensuring that potential solutions ideas I had explored aligned with user needs identified from the insights.
用用戶需求陳述來框架問題后，我定義了一個問題 陳述以重新構架設計挑戰所提出的原始問題。 這啟發了最初的構想，并幫助在構想中為設計決策提供了信息，從而確保我探索的潛在解決方案構想與洞察中確定的用戶需求 保持一致 。
How might Barclays provide digital tools and services that support vulnerable customers with everyday banking to help facilitate better money management?
巴克萊如何提供數字工具和服務，通過日常銀行業務為弱勢客戶提供支持，以幫助促進更好的資金管理？
User Research Synthesis用戶研究綜合With clarity about what problem needed to be solved, I needed direction for how to go about delivering potential solutions. Before entering ideation, I revisited the brief and explored Barclays’ brand and product ecosystem to dictate the scope for competitive analysis and help guide me towards designing a solution that met user needs and business goals.
明確需要解決的問題后，我需要如何提供潛在解決方案的方向。 在進入構想之前，我回顧了簡短的內容，并探討了巴克萊的品牌和產品生態系統，以決定競爭分析的范圍，并幫助指導我設計滿足用戶需求和業務目標的解決方案。
二次研究 (Secondary Research)
品牌與簡介 (Brand & Brief)
I analysed and redefined Barclays’ business goals from the brief to give them more context based on primary research insights. This helped me approach ideation with design ideas that had a rationale and guided me throughout the Develop phase, informing and validating my design decisions. Redefining the business goals helped to focus the scope of my research into Barclays’ brand, heritage, and product ecosystem.
我從摘要中分析并重新定義了巴克萊的業務目標，以便根據主要的研究見解為他們提供更多的背景信息。 這幫助我以合理的設計思想來實現想法 ，并在整個開發階段指導我，告知并驗證我的設計決策 。 重新定義業務目標有助于將我的研究重點集中在巴克萊的品牌，傳統和產品生態系統上。
To approach ideation with some ideas for the delivery of potential solutions, I wanted to see if and what Barclays had done prior, and do currently, to help customers manage their money via digital channels, primarily their app offerings. I analysed their Mobile Banking App, probing the UI and UX to find design opportunities from links found between findings and research insights, which expanded on and validated some of the user research discoveries.
為了用一些想法來解決交付潛在解決方案的想法，我想看看巴克萊銀行是否以及過去以及現在所做的工作，以幫助客戶通過數字渠道(主要是應用程序產品)管理其資金。 我分析了他們的移動銀行應用程序，對UI和UX進行了探查，以從發現與研究見解之間的鏈接中找到設計機會，從而擴展并驗證了一些用戶研究發現。
競爭分析 (Competitive Analysis)
“Which competitors should I scope?”
“我應該考慮哪些競爭對手？”
I conducted competitive analysis to expand on discoveries and identify design opportunities that could help generate potential ideas for solutions.
我進行了競爭性分析，以擴大 發現范圍并確定可幫助產生解決方案潛在想法的設計機會。
Key DiscoveryI discovered there was a gap in the market and that challenger banks were the direct competitors in the scope of this design challenge, not Barclays’ direct competitors (traditional banks).
關鍵發現我發現市場存在缺口 ，挑戰者銀行是此設計挑戰范圍內的直接 競爭對手 ，而不是巴克萊的直接競爭對手( 傳統銀行 )。
None of the traditional banks’ apps offered money management features comparable to that of challenger banks. Direct competitor money management offerings were almost identical, if not less, than that of Barclays’, who didn’t offer many tools and services via their digital channels aside from providing advice & pointing customers to solutions available by external parties.?Based on this, I focused my analysis on challenger bank apps, the goal being to identify their USP’s to see what they offer to help people manage their money that traditional banks didn’t.
傳統銀行的應用程序都沒有提供與挑戰銀行可比的資金管理功能。 直接競爭對手的資金管理產品幾乎與巴克萊完全相同，甚至與巴克萊的完全相同。巴克萊除了提供建議和為客戶提供外部合作伙伴提供的解決方案外，沒有通過其數字渠道提供許多工具和服務。我專注 我的 分析 在挑戰者銀行應用程序上 ，目標是確定他們的USP，以查看他們提供的幫助人們管理傳統銀行所沒有的資金的產品。
Challenger bank apps offered an unparalleled user experience in comparison to traditional banking apps, providing a plethora of tools and services to help users with money management focused around spending and budgeting. From this, I identified design ideas for solutions that aligned with insights and user needs.
與傳統的銀行應用程序相比，Challenger銀行應用程序提供了無與倫比的用戶體驗，提供了大量工具和服務來幫助用戶進行針對支出和預算的資金管理。 由此，我確定了與見識和用戶需求相一致的解決方案的設計思路。
Secondary Research二次研究 painful 😭痛苦 painTo conclude research, I created an affinity map to organise, summarise, and distill all the research (findings, insights, ideas, and key data) at the end of the Discovery phase.
為了完成研究，我在發現階段結束時創建了一個親和力圖，以組織，匯總和提煉所有研究(發現，見解，想法和關鍵數據)。
Identifying patterns and clustering themes derived further connections and deeper insights between discoveries that facilitated a holistic perspective of the design process and challenge. Adding the secondary research and competitive analysis data contributed to validating user research data.
識別圖案和主題聚類衍生進一步連接并且促進了設計過程和挑戰的一個整體 的角度發現之間更深入的分析。 添加二級研究和競爭分析數據有助于驗證用戶研究數據 。
It helped to generate solution ideas going into the Develop phase and became a repository that guided me throughout Ideation.
它有助于產生 的解決 思路進入了開發階段，并成為了引導我思維的存儲庫。
Compilation of my ideation drawings我的構思圖的匯編Preface: a deeper look into my decision making can be found in the process deck. The key pieces of information behind my design decisions can be found below but there are some intricate details that influenced this at scale which are further explained in the deck.
前言：可以在 流程面板中 更深入地了解我的決策 。 我的設計決策背后的關鍵信息可以在下面找到，但有一些復雜的細節會在一定程度上影響這一點，請 在甲板上進一步解釋。
構想：生成解決方案 (Ideation: Generating the solution)
Another timelapse of me in the bootleg living room design studio around the beginning of COVID, complete with manbun lol我在COVID剛開始時的私密客廳設計工作室中遇到了另一個游戲時光倒流，其中包括manbun lolI entered ideation with clarity of who I was designing for and why, but what solution to build was still ambiguous. I knew it’d be a mobile app given the brief and research insights, but throwing my initial ideas at a blank canvas was a luxury I didn’t have with a lack of time.
我清楚地輸入了自己的想法，目的是為了誰 ， 為什么 ，但是建立什么解決方案仍然模棱兩可 。 我知道這將是一個移動應用程序，因為它具有簡短的研究知識，但是將我的最初想法扔在一塊空白的畫布上是我在沒有時間的情況下所沒有的。
To prioritise, I approached ideation strategically by creating a design criterion for potential solutions to define what and how the solution needed to deliver in solving user problems, which helped to validate my initial ideas from the Discovery phase before jumping into sketching and designing to generate an MVP.
要主次分明，我走近意念戰略性創造潛在的解決方案的設計標準來界定什么和如何解決用戶的問題，這有助于跳之前驗證我從發現階段最初的想法到素描和設計生成提供所需的解決方案MVP。
設計準則 (Design Criterion)
Solving user problems was priority, but so was meeting business goals. To deliver a justified solution based on research, I strategised the ideation process to design with focus. Using research discoveries, I created Venn diagrams to reframe connections found between findings and insights, and subsequent research synthesis, relevant to ideation. Combining these with Barclays’ new campaign “make money work for you”, I created a framework to define a criterion that all facets of the solution design needed to deliver upon and embody in solving the problems of the target audience. Defining the framework informed and validated my ideas, helping to question the rationale of my design decisions to determine if they were justified in the context of the challenge, and aligned with user needs and business goals.
解決用戶問題是重中之重，實現業務 目標也是如此。 為了提供基于研究的合理 解決方案 ，我對構想過程進行了策略性設計，以便進行重點設計。 使用的研究發現，我創建維恩圖，以發現和見解，以及后續研究的合成，有關意念之間存在的重構 連接 。 將這些與Barclays的新活動“為您賺錢”相結合，我創建了一個框架來定義一個標準，該標準要求解決方案設計的所有方面都必須提供并體現在解決目標受眾的問題上。 定義框架可以幫助我了解并驗證我的想法 ，有助于質疑我的設計決策的依據 ，以確定在挑戰的背景下這些決策是否合理，并與用戶需求和業務目標 保持一致 。
解決方案目標 (Solution Goal)
The solution needed to help vulnerable customers with mental health issues manage their money better to deliver on the design challenge and meet business goals. I revisited why there was a need for a solution to begin with, defining a clear goal of what it would aim to achieve at its core:??
該解決方案需要幫助患有精神健康問題的脆弱客戶更好地管理其資金，以應對設計挑戰并實現業務目標。 我重新審視了為什么需要從頭開始解決方案，并定義了一個明確的目標，明確了其核心目標：
減少思想和金錢之間的摩擦 (to reduce the friction between mind and money)
Combining this goal with Barclays’ campaign, “make money work for you”, I created a tagline for the solution “made for you in mind”.
將此目標與巴克萊的活動“賺錢為您服務”相結合 ，我為“為您量身定做”的解決方案創建了標語。
A vicious cycle of mind and money problems was, at scale, the root of the target audience’s problem, and the design challenge, that caused the need for a solution, so it needed to embody empathy for users in form and function.
頭腦和金錢問題的惡性循環在很大程度上是目標受眾問題的根源和設計挑戰，這導致需要解決方案，因此需要在形式和功能上體現出對用戶的同情 。
The goal of facilitating better money management was to remedy this and the subsequent challenges vulnerable customers faced between mind and money through empowering them to gain control over their finances and encouraging financial moderation to help towards making intentional financial choices. In doing so, facilitating financial stability, through the support of a solution, could lead to proactivity and eventual sustenance, and ultimately compound to improve the mental and financial health of the target audience.
促進更好的資金管理的目標是，通過授權弱勢客戶獲得對財務的控制權，并鼓勵他們節制財務以幫助做出有意的財務選擇 ，從而糾正弱勢客戶在理智和金錢之間面臨的后續挑戰。 這樣做，通過解決方案的支持來促進財務穩定 ，可能會導致積極主動和最終維持生計 ，并最終加倍 改善目標受眾的心理和財務 健康狀況 。
最有價值球員 (MVP)
Collectively, ideas for solutions fell under the umbrella of money management, so I combined them into a single solution where they could co-exist in implementation via a ‘money management hub’ feature that would house and deliver multiple solutions (tools and services) to solve user problems.
總的來說，解決方案的想法落在資金管理的范疇內，因此我將它們組合成一個解決方案 ，它們可以通過“資金管理中心”功能共存于實施中 ，該功能可以容納并提供多種解決方案(工具和服務)。解決用戶問題。
From this came an MVP of the solution; a money management hub with a contextual feature set within the current Barclays’ Mobile Banking App. The ‘hub’ would migrate the existing (and redesigned) tools on offer to make them easier to find and more accessible to vulnerable customers, and add new tools and services based on user needs.
由此產生了該解決方案的MVP； 在當前的巴克萊移動銀行應用程序中設置了具有上下文功能的資金管理中心 。 “集線器”將遷移現有的(和重新設計的)工具，以使它們更容易被脆弱的客戶發現和訪問，并根據用戶需求添加新的工具和服務 。
Multiple features within the solution would facilitate the trifecta of spending management activities (control, track and maintain) I’d defined from research to help vulnerable customers manage their money better. Collectively, they’d work in unison to facilitate initiation and sustenance of money management for users through controlling, maintaining, and tracking their money in one place. Control spending with budgeting, track money with insights, and maintain finances with new and enhanced tools and services, all of which would be abundant in options to give users optimal control over managing their money in ways that work for them individually.
解決方案中的多種功能將促進 支出 管理活動的三重奏(控制，跟蹤和維護)，這是我根據研究定義的，以幫助弱勢客戶更好地管理其資金。 總之，他們會異口同聲地工作，通過控制，維護和跟蹤他們的錢在一個地方，方便啟動和資金管理的寄托 ，為用戶。 通過預算 控制 支出 ，通過見解 跟蹤 資金 ，以及使用新的和增強的工具和服務來 維護 財務 ，所有這些都將提供豐富的選擇，以使用戶能夠以適合自己的方式管理他們的資金，從而實現最佳控制。
Ideation Artefacts構思文物一個新的巴克萊應用程序 (A New Barclays App)
To implement the MVP within Barclays’ current app, the information architecture would need to be restructured to address scattered placement of the existing money management tools.
為了在Barclays當前的應用程序中實現MVP，需要對信息體系結構進行重組，以解決現有資金管理工具的分散放置。
The hub idea, and the tools and services within the feature, were on the right track, but rationale for the solution was missing as it couldn’t fit without making changes to the surrounding user experience. Redesigning the infrastructure of the Mobile Banking app to justify implementation of the hub wasn’t viable given my constraints.
中心思想以及該功能中的工具和服務都在正確的軌道上，但是缺少該解決方案的原理 ，因為如果不 更改 周圍的用戶體驗 就無法適應該解決方案。 考慮到我的限制， 重新設計移動銀行應用程序的基礎結構以證明該中心的實施 是不可行的 。
I’d decided to create a new Barclays product; a money management app providing digital banking tools and services, designed from the ground up with user needs in mind. The money management features from the MVP ‘hub’ were the core foundation upon which it would be built, providing solutions (tools and services) for users, by users, delivered in one package and created to remedy their problems.?Questions arose around why a money management app would be justified when customers had access to third-party solutions. Revisiting research helped to validate the rationale for creating a new app.
我決定創建一個新的巴克萊產品。 一個提供數字銀行工具和服務的理財應用程序，它是從頭開始考慮用戶需求而設計的。 The money management features from the MVP 'hub' were the core foundation upon which it would be built , providing solutions (tools and services) for users, by users, delivered in one package and created to remedy their problems.?Questions arose around why a money management app would be justified when customers had access to third-party solutions. Revisiting research helped to validate the rationale for creating a new app.
Barclays has a heritage, brand and an existing and loyal customer base of millions who trust them with the safety of their money, which is a hurdle for fintech offerings. There is uncertainty around digital banks, given the infancy of the industry, and people have concerns around the safety of their finances and information, some feeling both are more secure with traditional banks. Barclays could provide their array of banking services with a contender product where challenger banks offerings were limited in comparison.
Barclays has a heritage , brand and an existing and loyal customer base of millions who trust them with the safety of their money , which is a hurdle for fintech offerings. There is uncertainty around digital banks , given the infancy of the industry, and people have concerns around the safety of their finances and information , some feeling both are more secure with traditional banks . Barclays could provide their array of banking services with a contender product where challenger banks offerings were limited in comparison.
解決方案設計 (Solution Design)
The app design was a derivation of Barclays’ pingit app, which aligned with the design criterion and research, validating the decision for it to be the blueprint and vessel for delivery of the solution.
The app design was a derivation of Barclays ' pingit app , which aligned with the design criterion and research, validating the decision for it to be the blueprint and vessel for delivery of the solution.
I emulated and iterated upon the existing UI so that it looked and felt familiar to customers, and could be a viable addition to Barclays’ product offerings. I recreated pingit’s style guide (and anything that may have been a part of its pattern library) using what I could find from Barclays’ digital channels and recreating assets from app screenshots.
I emulated and iterated upon the existing UI so that it looked and felt familiar to customers , and could be a viable addition to Barclays' product offerings. I recreated pingit's style guide (and anything that may have been a part of its pattern library) using what I could find from Barclays' digital channels and recreating assets from app screenshots.
Accessibility was paramount when designing budgit’s UI. Some user needs stemmed from issues around usability impeding those with access needs from independently manage their money. Through Googling, I found Barclays’ User-Centered & Inclusive Design Guidelines, using them to adhere to accessible design patterns and principles.
Accessibility was paramount when designing budgit's UI. Some user needs stemmed from issues around usability impeding those with access needs from independently manage their money. Through Googling, I found Barclays' User-Centered & Inclusive Design Guidelines , using them to adhere to accessible design patterns and principles.
Barclays’ existing pingit appBarclays' existing pingit appInformation Architecture (Information Architecture)
When defining the infrastructure of budgit, the goal was to simplify the anatomy and optimise user flow to facilitate easy and frictionless access to the support and tools users needed.
When defining the infrastructure of budgit, the goal was to simplify the anatomy and optimise user flow to facilitate easy and frictionless access to the support and tools users needed.
The foundations of the app design predicated whether or not it would be successful in helping users manage their money with as little barrier to entry as possible, and facilitate adaptivity in accommodating user needs.
The foundations of the app design predicated whether or not it would be successful in helping users manage their money with as little barrier to entry as possible, and facilitate adaptivity in accommodating user needs.
I used the design criterion to see if and how features from the MVP related to each other and could be delivered in conjunction to facilitate a condensed app infrastructure. From this, I defined the top-level information architecture, segregating the initial money management hub features out of a single menu.
I used the design criterion to see if and how features from the MVP related to each other and could be delivered in conjunction to facilitate a condensed app infrastructure . From this, I defined the top-level information architecture, segregating the initial money management hub features out of a single menu.
Originally, ‘Budget’ and ‘Insights’ were housed within the hub, accessed via forward navigational direction. These were moved and became parent menus with lateral navigational direction within the information architecture, along with the management hub which became ‘Manage’, housing the remaining MVP features (and some new additions) as a centralised ‘money management hub’ of tools and services.?
Originally, 'Budget' and 'Insights' were housed within the hub, accessed via forward navigational direction . These were moved and became parent menus with lateral navigational direction within the information architecture, along with the management hub which became 'Manage', housing the remaining MVP features (and some new additions) as a centralised 'money management hub' of tools and services.?
Site Map (Site Map)
Having defined the top-level information architecture, I designed the rest of the app infrastructure, creating site maps to establish content hierarchy and navigational structure of and between the parent menus.
Having defined the top-level information architecture, I designed the rest of the app infrastructure, creating site maps to establish content hierarchy and navigational structure of and between the parent menus .
I filled in the gaps for the rest of the app content and anatomy using the MVP & MoScOw notes. A landing page was a given, so ‘Home’ was added to the top-level architecture.
I filled in the gaps for the rest of the app content and anatomy using the MVP & MoScOw notes. A landing page was a given, so 'Home' was added to the top-level architecture.
I mapped out the logic of user journeys by reverse-engineering user flows for each MVP feature. To make the experience user friendly, I organised and structured features into groups, merging related tasks into modals as child pages (rather than separate menus/screens) to minimise the steps it would take for a user to complete a task and avoiding hiding vital tools and services behind unnecessary taps.
I mapped out the logic of user journeys by reverse-engineering user flows for each MVP feature . To make the experience user friendly , I organised and structured features into groups, merging related tasks into modals as child pages (rather than separate menus/screens) to minimise the steps it would take for a user to complete a task and avoiding hiding vital tools and services behind unnecessary taps .
‘Accounts’ was the final addition to the top-level architecture, housing the remaining ‘should’ and ‘could’ have features that fell within the domain of general financial tasks.
'Accounts' was the final addition to the top-level architecture, housing the remaining 'should' and 'could' have features that fell within the domain of general financial tasks.
Information Architecture ArtefactsInformation Architecture Artefacts原型制作 (Prototyping)
Prototype & Final DesignsPrototype & Final DesignsUsability Testing (Usability Testing)
With COVID and lack of time, it was hard to test the prototype for feedback. I couldn’t afford online platforms for usability testing so did what I could in lockdown, asking my sister and her colleagues (who work in special needs education) to test the prototype. We did a quick Zoom meeting with her colleagues whilst she tested budgit to get further feedback.
With COVID and lack of time, it was hard to test the prototype for feedback. I couldn't afford online platforms for usability testing so did what I could in lockdown, asking my sister and her colleagues (who work in special needs education) to test the prototype. We did a quick Zoom meeting with her colleagues whilst she tested budgit to get further feedback.
Feedback & Iteration (Feedback & Iteration)
They provided invaluable insights that I used to iterate some of the accessibility features. With the ‘navigation assist’ tool, they suggested I implemented a way to demonstrate how the tool worked, in addition to a description of it. From their experiences, showing how a technology works better helps users with access needs, rather than telling them what it does. I didn’t have much time for implementation but managed to add a ‘try it out’ modal for the tool so users could see if and how it could help them in navigating the app, adding the same modal to the ‘magnify’ accessibility tool.
They provided invaluable insights that I used to iterate some of the accessibility features . With the 'navigation assist' tool, they suggested I implemented a way to demonstrate how the tool worked , in addition to a description of it. From their experiences, showing how a technology works better helps users with access needs, rather than telling them what it does. I didn't have much time for implementation but managed to add a 'try it out' modal for the tool so users could see if and how it could help them in navigating the app, adding the same modal to the 'magnify' accessibility tool.
結論 (Conclusion)
Reflections (Reflections)
As an aspiring designer, it was a privilege to work on a real design challenge and get the opportunity to create something for such an important topic that touches many people’s lives.
As an aspiring designer, it was a privilege to work on a real design challenge and get the opportunity to create something for such an important topic that touches many people's lives.
Being the sole UX Researcher, Information Architect, UI, and Interaction Designer, I learned how intertwined each of the roles are, how they coexist and are reliant on each throughout the design thinking process. I learned how fundamental design (thinking) is in changing lives and solving problems.
Being the sole UX Researcher, Information Architect, UI, and Interaction Designer, I learned how intertwined each of the roles are, how they coexist and are reliant on each throughout the design thinking process. I learned how fundamental design (thinking) is in changing lives and solving problems.
Going through the complex processes behind delivering a user interface and experience took me past seeing design as pretty UI screens and taught me how to build a product that provided value to users and businesses. Having never done it before, figuring out how to conduct user research despite COVID taught me that I’m able to work adaptively.
Going through the complex processes behind delivering a user interface and experience took me past seeing design as pretty UI screens and taught me how to build a product that provided value to users and businesses. Having never done it before, figuring out how to conduct user research despite COVID taught me that I'm able to work adaptively.
Overall, delivering a solution for as delicate and complex a subject as mental health was a challenging but rewarding experience. Completing the project has been a pivotal moment in my growth as a designer and person. The brief pushed me to design something with purpose. In time I worked on this, I failed, learned, and grew more than I thought I could in a short period.
Overall, delivering a solution for as delicate and complex a subject as mental health was a challenging but rewarding experience. Completing the project has been a pivotal moment in my growth as a designer and person. The brief pushed me to design something with purpose. In time I worked on this, I failed, learned, and grew more than I thought I could in a short period.
外賣 (Takeaways)
A full retrospective can be found in the process deck, but here are some of the key lessons I learnt:
A full retrospective can be found in the process deck, but here are some of the key lessons I learnt:
Design Thinking
Design Thinking
- Simple solutions are complex to design Simple solutions are complex to design
- Show, don’t tell Show, don't tell
- Learning is iterative and constant Learning is iterative and constant
- Subtract, simplify, ship Subtract, simplify, ship
- “What are you doing? Why are you doing it? How will you do it? What’s it for? Does it help?” and other questions that question the purpose and goal of anything — I realised this thinking applies to life too, not just design “你在做什么？ Why are you doing it? 你會怎么做？ What's it for? Does it help?” and other questions that question the purpose and goal of anything — I realised this thinking applies to life too, not just design
Design Process
設計過程
- Navigate a non-linear approach to the design thinking process, often pivoting back and forth between design phases to derive connections and further insights from research, especially during ideation and prototyping Navigate a non-linear approach to the design thinking process, often pivoting back and forth between design phases to derive connections and further insights from research, especially during ideation and prototyping
- Apply UX methodology to design solutions, putting theory and industry standards to practice for the first time using a professional brief Apply UX methodology to design solutions, putting theory and industry standards to practice for the first time using a professional brief
- Maintain focus on the challenge, and stop myself getting carried away with ideas, so that I could make informed design decisions with rationale and create a justified solution based on research Maintain focus on the challenge, and stop myself getting carried away with ideas, so that I could make informed design decisions with rationale and create a justified solution based on research
- Design across different media touchpoints and develop a product strategy that aligns with Barclays’ brand Design across different media touchpoints and develop a product strategy that aligns with Barclays' brand
- Conduct, analyse and synthesise research to empathise with the target audience and define their problems Conduct, analyse and synthesise research to empathise with the target audience and define their problems
- Derive findings and insights from pain points and user needs using qualitative and qualitative data Derive findings and insights from pain points and user needs using qualitative and qualitative data
- Ideate and actualise tangible solutions using data-driven discoveries Ideate and actualise tangible solutions using data-driven discoveries
- Design something with a purpose through empathy Design something with a purpose through empathy
Next Steps
Next Steps
- Gain my first role in the industry to learn and grow as a designer through professional experience Gain my first role in the industry to learn and grow as a designer through professional experience
- Connect with people in industry to learn and collaborate Connect with people in industry to learn and collaborate
- Avoid overdoing it and overcomplicating the process when working alone; I learnt a lot through adding more to this project but it also cost me time with wasted ideas during prototyping Avoid overdoing it and overcomplicating the process when working alone; I learnt a lot through adding more to this project but it also cost me time with wasted ideas during prototyping
- Spend more time clearly defining tasks and objectives at the start of each phase in the design process, rather than retrospectively, and seek guidance, perspective and feedback early in the process to help focus the approach, goal, and vision of project(s) Spend more time clearly defining tasks and objectives at the start of each phase in the design process, rather than retrospectively, and seek guidance, perspective and feedback early in the process to help focus the approach, goal, and vision of project(s)
If you read all of this 😭 and thank you! I hope it was worth the read! 🙏🏽 and (If you read all of this 😭 and thank you! I hope it was worth the read! 🙏🏽 and)
Yes Keanu, you areYes Keanu, you areFollow me if you’d like! 😊
Follow me if you'd like! 😊
My Portfolio Site | Instagram | LinkedIn | Dribbble | Behance
My Portfolio Site | Instagram | 領英 | Dribbble | Behance
翻譯自: https://blog.prototypr.io/budgit-by-barclays-a-ux-case-study-3695967a5d2d
巴克萊對沖
總結
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