Challenge: Get user feedback on health care provider/seller account registration process, brand, design, content, feature and value props to identify design validations and opportunities.
Process: Within the context of an Agile and Lean start-up environment, I conducted eight one-hour remote sessions with providers and office managers from specialties such as massage, primary care, vision, dental, physical therapy, and mental health.
Outcome: The interviews provided a wealth of information about the account registration process, the people who signed up, and a few major pain points. I made recommendations for improving the registration flow and overall UX, and suggestions for how to educate and engage providers to show the value of SpendWell, lessen the burden on internal operations resources, improve marketing and sales strategies, and increase conversion rates. The findings also informed provider registration journey maps, personas, and illustrated storyboards for the report.
My role: Stakeholder collaboration, research design, project management, recruiting, data collection and analysis, design recommendations, report and presentation