Zac Jones
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Practice Insights

Responsibilities

// UX design // System designer

Problem

I first needed to gain an understanding of the current user pain points, user needs and key jobs to be done by users and worked closely with research to gather all of the necessary user data


Difficulties with the current state

Limited
Lacks necessary summary views to inform business decisions.

Labor intensive
Too many steps to generate broader views.

Difficult
Hard to utilize for answering revenue questions and lacking clear details.


Whiteboarding workshops


Understanding financial advisors


Early wireframes

 

Color meaning in context