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Due date

19 September 2024

Epic

Jira Legacy
serverSystem Jira
serverIdd0d6ed90-58df-3426-9502-a536b04baef8
keyDS-34

Task

Jira Legacy
serverSystem Jira
serverIdd0d6ed90-58df-3426-9502-a536b04baef8
keyDS-60

Designer

Anjolaoluwa Adetimehin

Useberry

Insert links

Document summary Insert brief summary here

This document outlines efforts and results made to verify the usability of core journeys on the Dashboard for Moniepoint Channels.

Objectives

As part of our ongoing efforts to improve the user experience and align our products with strategic goals, we have identified the System Usability Scale (SUS) score as a key performance indicator (KPI) for user satisfaction. Additionally, we will be tracking two other critical usability metrics: time on task and success rate. These metrics will provide a comprehensive view of how well our product supports primary user goals across web and mobile platforms.

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Test plan

Attach the original test plan for reference - insert link

Core user journeys

Core journey

Tasks

View history & print receipt

A customer that recently made a transaction of N15,000.00, has come to ask you for a re-print of that receipt. Proceed to give the receipt

Note: imagine this to be a POS terminal

[journey name]

[journey name]

Persona

Core journey

Note

Delete this info panel, this is only for guidance.

  • Identify and define core user journeys relevant to different user personas.

  • Focus on tasks critical to user satisfaction and aligned with the product's value proposition.

  • Include a rationale for why these journeys were selected and how you selected these.

[insert text here]

Persona

Core journey

Rationale

Name of persona + description

Name of the core journey + description

Why this journey was selected + how you selected this journey

Name of persona + description

Name of the core journey + description

Why this journey was selected + how you selected this journey

Name of persona + description

Name of the core journey + description

Why this journey was selected + how you selected this journey

Name of persona + description

Name of the core journey + description

Why this journey was selected + how you selected this journey

Name of persona + description

Name of the core journey + description

Why this journey was selected + how you selected this journey

Name of persona + description

Name of the core journey + description

Why this journey was selected + how you selected this journey

Name of persona + description

Name of the core journey + description

Why this journey was selected + how you selected this journey

Test environment

Note

Delete this info panel, this is only for guidance.

Outline the approach you took - wether it was moderated or unmoderated test, remote or in-person, which platform it was performed on (mobile, web, POS), interactive prototypes or testing account, etc.

[insert text here]

Tasks

Note

Delete this info panel, this is only for guidance.

Provide details on the tasks participants were asked to complete. Ensure tasks align with real-world scenarios that users of the product would encounter.

[insert text here]

Rationale

Chioma, business owner:

Chioma is a small business owner with a business banking account which she uses for managing her business' finances daily

User app management:

  1. App settings

  2. Password Passcode

  3. Hide and Reveal Bank Balance

  4. Switching Aliases for account number

  5. edit account limit

This journey was selected because it contains key activities that result in an uptick of support issues for Moniepoint, and frustration on the part of the user.

John, personal account user:

John is a student at Unilag with a personal banking account which he uses for allowance from his parents monthly.

Account overview:

  1. Check status of all accounts that are attached to the user

  2. View Balances

  3. Transaction History

This journey was selected because these are basic activities that every user needs to be able to conduct once they successfully log into the Moniepoint app.

Goriola, accountant:

Goriola manages multiple chains within a franchise, he is familiar with digital products.

Account overview:

  1. Check status of all accounts that are attached to the user

  2. View Balances

  3. Transaction History

This journey was selected because these are basic activities that every user needs to be able to conduct once they successfully log into the Moniepoint app.

Ahmad, personal account user:

Ahmad is a father with a small family. He uses his Moniepoint account as his primary account and manages all his family’s finances from there.

Product discoverability:

  1. Funds Transfer Initiation

  2. Bill Payment Initiation

  3. Card Management

  4. Savings

  5. Upgrading account/KYC

  6. Adding money to the account

This journey was selected because the discoverability of other features and offerings of the Moniepoint app is essential to Moniepoint’s revenue.

Faiza, is a business owner. She doesn’t speak any english and relies on help from her BRM and the icons within the app to get things done

Product discoverability:

  1. Funds Transfer Initiation

  2. Bill Payment Initiation

  3. Card Management

  4. Loans

  5. Savings

  6. Upgrading account/KYC

  7. POS

  8. Adding money to the account

This journey was selected because the discoverability of other features and offerings of the Moniepoint app is essential to Moniepoint’s revenue.

Lara, personal account user:


Lara is a customer support service agent at a local e-commerce company with a personal banking account which she uses to receive her salary from her company, she is familiar with digital products.

User app management:

  1. App settings

  2. Password Passcode

  3. Hide and Reveal Bank Balance

  4. Switching Aliases for account number

  5. edit account limit

This journey was selected because it contains key activities that result in an uptick of support issues for Moniepoint, and frustration on the part of the user.

Test environment

Platform & Test type: Physical moderated tests using staging versions of both the Personal and Business accounts.

Platform specification:

  • Mobile Staging, accessed through VPN and Test Flight.

Environment setup:

  • A list of tasks were drafted to guide each participant

  • Instructions were communicated to participants verbally

  • Results were recorded using a google form by the Designer

Tasks

All the actions assigned to the users were grouped in batches falling under the three core journeys identified in the section above: user app management, account overview and product discoverability.

Core journey

Tasks

Check status of all accounts that are attached to the user

A customer that has received notification of a transaction hold on their account is asked to identify the notification, and read out the expected actions for that account.

This requires the customer to switch between multiple accounts

View balances

A customer that has just logged in to the app is asked to identify and dictate the balance on their account

View transaction history

A customer that has just received some money is asked to review their list of recent transactions as well as details of the newest transaction.

Initiate a funds transfer operation

A customer that wants to send money out of their accounts is prompted to start the process of initiating the transfer

Initiate a bill payment initiation

A customer that wants to pay a bill from their account is prompted to start the process of making the bill payment

Initiate card management flow

A customer is asked to initiate the process for ordering and managing cards to their accounts

Initiate savings product flow

A customer is asked to check the amount of savings in the account and read it out loud. Or read out the number of savings types that are available

View and initiate KYC level upgrade

Initiate POS product flow

Copy account number to add money to the account

Edit App settings

Change password / passcode

Hide and Reveal Bank Balance

Change between account number and phone number

Edit account limit and transaction limit

Participants

Participant information

...