Sprinting TO A NEW DASHBOARD

TEAM:

  • Ted Lee πŸ™‹πŸ½β€β™‚οΈ- UX Designer

  • Yunshan Wu - UX Designer

  • Tenten Obillo - CX Architecture

  • Lei Aspe - User Research

  • Nina Li - User Research

  • Franz Weber - Brand Strat

  • Ellison Chua - Customer Lifecycle

  • Jedd Flores - Tech

  • Rox Reyes - CX and Ops

  • Charz Mendoza- Facilitator

  • Chris Manguera - Decider

    + more guest

PROJECT STATUS

Completed and launched the refreshed GCash Dashboard + Log-In in Aug 2018, as part of the brand refresh efforts

TOOLS USED:

Sketch, InVision, Trello, Abstract, Keynote, Illustrator


Overview

As part of the GCash Brand Refresh, the team wanted to do a revamp of the GCash app starting with the app dashboardβ€”as the first thing users see once they log in and the main entry point to all other services.

The team undertook a 5-day design sprint in order to ideate, create and validate the best possible approach. The following will be a recap of the progress of each day within the design sprint.

A progression of GCash Dashboard over the years

A progression of GCash Dashboard over the years

Research and Direction

In order to set the context of the sprint moving forward, we presented some of the key takeaways from (1) user research done on the current dashboard and its architecture, and (2) the business direction that was set during the GCash Brand Discussion aligned the week prior.

With these in mind, we began our 5-day sprint:

DAY 1: Making a Map

Setting out Goals

The key outputs from Day 1 were being able to identify the long-term goals that we wanted to achieve:

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Customer Journey Map + HMW Statements

For this exercise, we mapped out the customer journey: from introduction to the first transaction, and chose to focus on how we can convert mobile wallet beginners, highlighting the key HWM statements:

  • HMW use the dashboard as a springboard for learning and discoverability

  • HMW convince users to link and cash-in as soon as possible.

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Day 2: Sketching Ideas

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LIGHTNING DEMOS

We started the day with lightning demos where Yunshan took the team through different dashboard layouts that the ANT UED team has worked on, as well as the different challenges behind each redesign process, as well as, some sharing of things the team has found.

This exercise was a way to be able to learn and draw inspiration from existing e-wallets across South East Asia.

Fleshing Out the HMW

We wanted to understand how can better serve our mobile wallet beginners by narrowing down our HMW into:

  • What do I want to learn?

  • What should I be able to discover?

Solution sketches

From the morning shares and discussions, the team began a process of ideate-sketch-refine to each come up with dashboard layout ideas.

(Everyone eagerly and seriously sketching out their ideas, in our very messy, tiny room πŸ˜‚)

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Day 3: Storyboarding

ART MUSEUM AND DECISIONS

The team went through each other’s proposed solution: first silently reviewing and voting on the outputs, then having an open discussion of each design.

The chosen solution became a mix of the top right image serving as the base structure for the revised dashboard; at the same time, adding on standout elements from the other proposed solutions (bottom two).

Screen Shot 2021-08-31 at 12.00.51 AM.png

Proposed Solution

Day 4: Prototyping

Preparing the prototype

Before going into the thick of prototyping, the team identified four main sections that should be included in the iterations of the prototypes:

  1. Funding / Cash-In Section - show users a consolidated list and easy access to Cash-in options

  2. Action Cards - section will be for engagement giving users a set of tasks to set up accounts and optimize their experience on the app.

  3. Promotions & Feed - promos banner section that can highlight brand partners and promotions.

  4. Navigation Bar - includes the following

    • Home

    • Rewards (includes vouchers, voucher marketplace)

    • Transaction History

    • Help

    • Me (Profile)

Screen Shot 2021-08-31 at 12.30.42 AM.png

Design Feedback Summary:

Dashboard Design Sprint (Main Deck).058.jpeg

Day 5: User Validation

User Interviews:

With six participants recruited for the experiment, the team set up a room for interviews and another room for observation. The questions for the usability test were centered around the following:

  • Initial perceptions of the dashboards presented

  • β€œWhat do you want to do first on the homepage?”

  • Validating design elements and expected behavior: focused on the 4 elements

  • β€œIs there anything else you'd want to change on the homepage?”

PoST PROCESSING SESSION + SUMMARY

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Next Steps

With a structure created and validated, we adapted the winning prototype features into the GCash branding:

Dashboard v1.1.png