Guided Tour
Nelogica
Understanding the Challenge
Previously, Nelogica users accessed the Home Broker, an application for buying and selling financial market assets. If they needed to understand the functionality of a tool, such as a trading ticket, order list, portfolio, etc., users encountered a screen with few tutorials, excessive steps, and lengthy texts. This made it difficult for most users to learn more about a particular functionality.
With this problem in mind, I chose to use the Double Diamond as a Design process to better structure the tasks and provide clear feedback to the people involved, including developers and design leadership.
Discoveries
During this stage, I began investigating the current state of the Guided Tour interface, following each tutorial step by step with close attention to the text and navigation.
What I noticed was a large amount of added text, as well as navigation that requires the user to scan the top for information and then look down to use navigation, resulting in a high cognitive load.
With the information about the current state of the interface collected, I then begin the process of analyzing references and competitors of this feature, also known as Onboarding. What I noticed in other software was a clear division between stages, a cleaner visual for navigation, and short texts aimed at quickly absorbing knowledge by the user and dividing into clear and objective stages.
Definitions
With the information collected, I invited the developers and some members of the Design team to discuss the task at hand, and from these meetings, we made the following decisions:
– The tool should be more attractive.
– Short texts, with clear step-by-step instructions.
– Feedback should be simpler and more objective.
All of these points discussed revolved around a central issue: the interface should be more appealing so that users feel comfortable entering whenever necessary, with a view of playlists and quick content for them to follow.
Development
After the meetings and insights gathered, I thought about how to better divide the stages of the Tour, and I came up with a structure where there would be a division between first steps for all beginners, playlists that would show a bit of each Home Broker functionality, and another part of the Tour dedicated to market tools. With that in mind, I analyzed each text in the learning process and was able to make a clear division from the current text and create new texts, resulting in a total of 13 guided tours, up from 6.
With these divisions, I entered the interface ideation process with various tests, and since the challenge would be centered on the text and division of the tours, I chose to design the interface in high quality, exploring new options that fit the new content.
In addition to the planned tests, I identified an opportunity to bring a celebration screen for the user upon completing the Guided Tour. Taking advantage of their engagement, I began to brainstorm possibilities to keep the user engaged and suggest other Tours for them. With that in mind, I designed the following screen for the end.
After completing the tests, I reached out to the teams involved in the project again to gather their feedback and insights on what had been developed so far. In our discussions, we decided to proceed with the version shown in the video below, which includes the division into first steps and market tools, as mentioned earlier.
Deliveries
In the final stage of the project, I focused on making daily deliveries of each guided tour and occasionally meeting with the teams to show progress. With this approach, we reached the end of this project with all defined objectives achieved and positive feedback.
Send me a message!
I'm available to help with whatever you need. Feel free to contact me anytime!
Send me a message!
I'm available to help with whatever you need. Feel free to contact me anytime!
Design & Code by: Marco Vinicius
Design & Code by: Marco Vinicius