MGMT INVESTMENT CALENDAR
MGMT INVESTMENT CALENDAR
Embedded Files
Tool: Figma
Tool: Figma
YEAR: 2022
YEAR: 2022
MGMT is an education platform designed for those who want to learn about investing in their spare time but aren’t sure where to start. MGMT provides one daily investment lesson every morning. The calendar feature lets you track your progress and access lessons you’ve completed or saved for later.
MGMT is an education platform designed for those who want to learn about investing in their spare time but aren’t sure where to start. MGMT provides one daily investment lesson every morning. The calendar feature lets you track your progress and access lessons you’ve completed or saved for later.
Responsibilities
Responsibilities
UX research, responsive UX/UI design, wireframing, prototyping, and accounting for accessibility
UX research, responsive UX/UI design, wireframing, prototyping, and accounting for accessibility
THe Problem
THe Problem
Investing intimidates people. Through a combination of user interviews, competitive audits, and personal experience, I discovered that the biggest barrier to entry in learning how to invest is knowing where to begin.
Investing intimidates people. Through a combination of user interviews, competitive audits, and personal experience, I discovered that the biggest barrier to entry in learning how to invest is knowing where to begin.
The SOLUTION
The SOLUTION
A method of learning that encourages you to take it one step at a time while being able to learn on the go and at your own pace.
A method of learning that encourages you to take it one step at a time while being able to learn on the go and at your own pace.
Understanding the user
Understanding the user
I asked five people why they feel that don't know more about investing. Two had invested before and three had no prior experience. The consensus was that from the outside it looks like investing take a ton of prior knowledge.
I asked five people why they feel that don't know more about investing. Two had invested before and three had no prior experience. The consensus was that from the outside it looks like investing take a ton of prior knowledge.
This feedback made it clear that users would be more open to investing if they could see some defined steps to success presented in a casual and easy to understand tone.
This feedback made it clear that users would be more open to investing if they could see some defined steps to success presented in a casual and easy to understand tone.
User Persona: Alex
User Persona: Alex
Alex
Alex
Age: 17
Education: High School
Hometown: Philadelphia
Family: Lives With Parents
Occupation: Starbucks Barista
Alex is a high school student who recently heard his friends talking about investing on Robinhood to make extra money.
Alex is really interested in learning how to multiply the money he makes from his part time job, but investing seems complicated. Alex wants to get investing info quickly and on the go in between his classes.
Goals
Quickly learn simple investment tips
Learn on the go
Frustrations
Investing looks and sounds really hard
Learning new things takes lots of time, especially when you're already busy with school and work
"I want to learn how to invest so I can finally get a car. It just looks so complicated."
- Alex
User Persona: Miriam
User Persona: Miriam
Miriam
Miriam
Age: 57
Education: Master's Degree
Hometown: Denver
Family: Married With Children
Occupation: Playwright
Miriam is a playwright preparing for retirement. She is interested in investing but doesn't have the money to pay for a financial advisor.
She thinks it would be really convenient if she could better understand the concepts of investing just enough to operate an investment account on her own.
Goals
Investing for retirement
Accurate info on how to operate an investment account
Learn from a desktop because mobile screens can be hard to see
Frustrations
Can't afford a financial advisor
Wants to run an investment account without additional help from an institution
"I should really look into investing for retirement ahead of time, but I can't tell if it's actually for me or not." - Miriam
COmpetitive audit
COmpetitive audit
A few gaps and opportunities to address within the investment education space
RobinHood.com
RobinHood.com
Pros
Pros
Free to make an account/observe, doesn't require you to actually invest anything if just interested in learning
Offers investment education as well as up to the minute finance news
Easy to navigate, visually appealing
Casual tone makes learning accessible
Cons
Cons
App is designed for and primarily focused on investing, not learning
User flow assumes prior knowledge of investing/finance
Learning materials can be somewhat random/unpredictable as they tend to be based on market relevance and/or market trends
INVESTOPEDIA.com
INVESTOPEDIA.com
Pros
Pros
Free learning, news, and sometimes advice in the realm of finance/investing
Doesn't require or encourage an account for full access to lessons
Extremely in depth/informative
Diverse selection of lessons/topics
Cons
Cons
Design/UI is straightforward, but a little underwhelming compared to more hip/young finance apps, might not intrigue a younger crowd
Professional/corporate tone can be a little intimidating and also confusing
No guidance on where to click or start if you wanted to begin learning everything from the ground up
Coursera.com
Coursera.com
Pros
Pros
Sanctioned courses on a wide variety of subjects designed to help users learn in a designated order
Help and assistance from experts/instructors is usually available
Tone is professional but not intimidating.
Cons
Cons
Not free
Once you pick a course, you receive efficient guidance within the course, but knowing which course to pick can be an issue
Amount of different subjects/courses available can be overwhelming
the design
the design
Concept
Concept
A simple layout with a method to pace users so they don’t overwhelm themselves with information.
After a few different iterations, I settled on using a "daily lesson progress calendar" as the design focus and created a sequential user flow to access a lesson, bookmark a lesson, and review your learning progress.
Low Fidelity prototype
Low Fidelity prototype
To prepare for usability testing, I created a low fidelity prototype that connected the user flow of accessing the “Lesson Of The Day”, bookmarking a lesson, and viewing the progress calendar.
Usability study parameters
Usability study parameters
Study Type: Unmoderated Usability Study
Location: United States, Chicago
Participants: 5 participants
Length: 15 Minutes
Usability Study Findings
Usability Study Findings
Pacing
Pacing
Users enjoyed the option of being able to access lessons one day at a time. This allows users to spend less time searching for new learning material.
Buttons
Buttons
Users liked the call to action buttons, but felt that they needed to see a more "hi def" flow to be able to decide if the navigation was intuitive or not.
Calendar
Calendar
Users enjoyed the idea of tracking progress with a calendar. The calendar helps to organize past lessons that users might not have had time to fully comprehend when they were featured as the daily lesson.
Design System
Design System
The design system stays consistent across all platforms with a unique "money" or "mint" green palette to immediately place users in an investment mindset. The green/black contrast was accessibility tested and found to be compliant with WCAG guidelines.
Mockups
Mockups
The home page highlights a different singular lesson every day. This helps users focus on taking it one step at a time.
Once the lesson is completed, it’s marked as such on the progress calendar. The progress calendar then functions as an archive for past lessons.
Mobile High Fidelity Prototype
Mobile High Fidelity Prototype
Accessibility Considerations
Accessibility Considerations
1.
1.
WCAG certified color contrast ratio of 15.99:1 for normal text, large text, graphical objects, and user interface components..
2.
2.
Clear labels for interactive elements to be read by screen readers
3.
3.
Hierarchical focus given to the daily lessons so as not to overwhelm users with too much information
Responsive DesignS
Responsive DesignS
Sitemap
Sitemap
I used the same sitemap as I did for the mobile design to ensure a cohesive and consistent experience across devices.
Desktop version
Desktop version
For users who have trouble seeing a mobile phone, or want to learn while they’re at work or school, the desktop design provides consistency across platforms.
Desktop Low Fidelity Prototype
Desktop Low Fidelity Prototype
Desktop Mockups
Desktop Mockups
Desktop High Fidelity prototype
Desktop High Fidelity prototype
tablet version
tablet version
Tablet High Fidelity Prototype
Tablet High Fidelity Prototype
THE OUTCOME
THE OUTCOME
After a second usability test using the hi-fi prototype, the educational value of the app became more clear to participants. All users shared that the app would make them feel more comfortable trying their hand at investing and they found the daily lesson to be a less intimidating option than searching for what to study on their own or paying for an intensive class.
Next Steps
Next Steps
1.
1.
Hire experienced writers and educators to prepare the daily lessons.
2.
2.
Conduct another usability study after implementing numerous articles and lessons on investing.
This project was concepted and completed for the Google UX Design Specialization
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