REDESIGNED TASK LIST

 
 
 
 

When applying for a loan, a user is required to supply additional information to determine eligibility. The original design consisted of a long accordion to-do list, each task expanding to display content.

Screenshots of original design
 

problem

The completion rate was low.

 

HYPOTHESIS

Chunking tasks and moving the content for each task to a single screen, would reduce feelings of overwhelm and would increase completion rates

 
 
 

Approach

We developed three initial concepts and ran a usability test to inform design direction. Based on user preferences, we created a hybrid design and ran two additional usability tests to refine the UX.

 

The Solution

Annotated screenshots of design update

1) Tasks broken into three category cards to reduce overwhelm. The primary CTA begins a guided experience.

2) Alternatively, category cards expand, allowing a user to access particular tasks.

3) Tasks are moved to single screens to allow user to focus on the task at hand.

4) To promote engagement in task flow, primary and secondary CTAs advance to the next task.

5) Introduced helpful info to both address recurring questions and drive completion.

 

Outcome

The redesigned experience resulted in a 36% increase in completion rate, which means a potential revenue increase of $4.2 M annually.

 
 

MY ROLE: Lead researcher and designer, worked alongside junior designer and copywriter.

PROJECT TIMELINE: 1 month

CLIENT: Achieve