Vestwell
utilized data from usability testing to inform design decisions; leading to IMPROVED USER EXPERIENCE THROUGH THE REDUCTION OF CLICKS ON LANDING PAGE.
Role: USER RESEARCH, UX/UI design, Usability testing
Overview
Problem:
Users need to be able transfer money to and from their account to pay bills, withdraw, and contribute money into their investments efficiently and without confusion
Call center support is bogged down with questions on how to transfer money, make payments, and withdraw money.
The transfer process can be initiated through a dropdown menu on the primary navigation, the callouts are hidden within the menu item, users have to look for these links.
Solution:
Address user feed back with two design strategies:
Nomenclature- reconsider the naming and labeling of the “Transfers” callout to a more obvious naming convention
Callouts- reconsider the placement of the transfers callout based on where users expect the links to live on the Overview page.
Research
Tools
Figma prototype
Usabilityhub.com
Usability Test Results
83% mis-click rate when initiating the transfers process on the Overview page of the application.
Qualitative data from usability testing indicated that users thought the labeling on the links was unclear, with quotes from indicating confusion on what the labeling means
Users were asked to rank how clear the labels on the callouts for transfers were. On a scale of 1-5 (1=Very clear, 5=Very confusing), the results averaged at 3.8.
Data analysis
Heat map indicates confusion in where users need to initiate the transfers process
Heavily clicked areas show where users think links should live
Design
Solution
Rename “transfers” link on primary navigation to plain language “Withdraw or Deposit”
Based on the heat map, provide a link where users expect to see a transfer button
Add “Make a transfer” callout to the Total Balance tile.
Provide two pathways for users to initiate the transfers process.
Usability Testing
Results
Changes in the design resulted in a 31% mis-click rate. A reduction in mis-clicks by almost 50%.
Heat-map shows significantly less user confusion on placement of links
Change in nomenclature shows a reduction in mis-clicks at the primary navigation level