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Advisor iPad app

Capital Group was trying to determine whether a native iPad app for advisors made sense in our mobile strategy. Our website was already responsive, but competitors were ahead of the curve with their own apps. I lead the discovery to explore this question.

Roles: UX strategy, creative lead, information architecture, prototyping

The challenge

The challenge

As the creative lead, I lead a small team of a visual designer, UX designer, and content strategist. And with a small budget, we had a short amount of time to complete the discovery.

The approach

The approach

With such a short timeframe, I wanted be as as lean as possible, which meant less of an emphasis on deliverables and rituals. I introduced the product canvas to the team, created by Roman Pichler. The product canvas would serve several purposes:

1) Allow us to determine the right stories just in time at the beginning of each sprint.

2) Keep all deliverables in one central place, while keeping them simple, just enough to inform the work to be done in the current sprint.

3) Because the product canvas is meant to be highly visible, it helps us focus and keep our vision and user at top of mind.

Sketching

Sketching

We also placed high priority on sketching over discussion, and emphasis on building a prototype as quickly as possible. We didn’t even create wireframes until after the prototypes were created, just for the sake of completeness and documentation for knowledge transfer.

Prototype

Prototype

Having the prototype built was crucial in speeding things up. Here was something visible and tangible that we could respond to, work through, test, share, and iterate on. I relied on using Axure to build the prototype to ensure we could build any interaction we needed. It was only after the prototype was built that we could move on to refining artifacts such as the sitemap and competitive and heuristic analysis.

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The impact

The impact

Unfortunately the app was never green lit, due to budget constraints and no clear direction on the mobile and app roadmap. However there were several lessons that came out of the working process, namely that that we could successfully implement Lean UX methodologies to quickly bring ideas (and good ideas at that) to fruition.