Intuit X SCADpro
SCADpro is recognized as the preeminent university partner in higher education and among design agencies worldwide, generating business solutions for the world’s most influential brands. Intuit approached SCADpro with a specific topic they wished to explore further.
Event:
Industry Sponsered
Timeframe:
Fall 2021
Roles:
Project & Research Lead
Tools:
Adobe suite, Miro, Figma
Our Task
Intuit asked our team to research moments that matter in persons life, find pain points, and leverage Artificial Intelligence to create solutions to support all financial moments that matter in a person’s life. I was fortunate to be handpicked for the project.
Our Solution
Intuition is a platform that caters to individuals’ unique situations to build trust and confidence consistently for the long term thereby powering prosperity around the world.
My Roles
Project Lead:
- Developed a detailed project plan and schedule to monitor and track teams progress throughout the course of the project.
- Clarified duties and roles between the team members to make sure every tasks get done in the best way possible.
- Gave clear directions and instructions to team members to keep the project on the right track.
- Carryout constant evaluation and adjustment within a specific period of time to ensure that different teams do not suffer within the limited time.
- Met with the client and presented our research and solution in multiple different presentations to keep the project towards clients needs.
Research Co-lead:
- Designed and executed custom research to support the objective of the project.
- Developed user journeys, personas, Interaction model, mindsets, and a framework.
- Synthesized quantitative data with qualitative data to help with Ideation and design decisions related to moments that matter.
- Designed and executed a variety of research studies, including user testing, field studies, usability tests, concept tests, group discussions, etc.
- Partnered with presentation, story, and design colleagues to design appropriate research studies to generate user-focused insights related to the project.
Our Goal
Instilling Financial Confidence
Changing Consumer Mindset
Unconventional Methods of Finance
The Intuition
- Instilling Financial Confidence and Prosperity: Through an AI based system, by providing easily digestible educational content, we help guide individuals to make confident financial decisions.
- Changing Consumer Mindset: Change user mindsets, attitude, and habits in regards to money and reinforce healthy financial patterns.
- Unconventional Methods of Finance: Introduce users to unconventional methods of learning about finances which is entertaining, fun, and something they look forward to not as a task, but as an activity.
Key Features and Functions
Educational Resources
Helps to educate individuals (users) and increase financial literacy thereby fostering financial confidence.
AI Driven Smart Suggestions
Brings awareness in regard to consumer behavior to identify areas of improvements and provide AI suggestions.
Community
Creates a healthy competition between users to help them achive their goal.
Tracking Users Activity
Helps users to create tangible plans and goals, with encouragement and a clear finish line to achieve their goals.
Reward System
Provides motivation and encouragement for users to complete tasks to create a healthy competition between users.
Tracking Progress
Helps user to track their progress through activity rings and progress bar.
Deliverables
- Research Book: A full summary of research done to uncover financial moments. Including: Insights, pain points, mindsets, personas, and Areas of opportunity.
- Interaction Model: An interaction model of the AI solution showing how our solution ties into Intuits existing ecosystem.
- Framework: A detailed framework with clear instructions for how Intuit should begin to orient around the most important “Moments that Matter” in customers’ lives.
- Story: A story that tells what the customer experience should look like if Intuit supported more financial moments that matter in the future.
Under NDA
Details of this project is under NDA. However, I am able to discuss my roles and other details in an interview setting.
