MYROCKET DASHBOARD

Senior Experience Designer

6 months - MVP launch in December 2022

The objective of this project was to design and develop a comprehensive financial dashboard that consolidates various products and tools related to client financial goals. The dashboard was created with the aim of empowering clients to effectively work toward meeting financial goals, particularly in scenarios like purchasing a home, saving for a large purchase, and achieving financial stability.

Our team consisted of: Product Manager, UX Designer, UX Writer, UX Researcher, Solution Architect

Through comprehensive qualitative and quantitative research methods, three problems were arrived at:
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1. Lack of Confidence: Many people lack the confidence to make informed financial decisions, especially when faced with a multitude of options and information.
2. Data Disarray: Financial data is typically scattered across various accounts, applications, and devices.
3. Goal-Oriented Approach: Many users aspire to achieve specific financial objectives, such as buying a home, but struggle to find a clear path toward realizing these goals.

My team and I worked through many iterations of designs and many feature launches of the MyRocket dashboard website. It stands unique as an evolution of the Rocket brand beyond just personal loans and mortgages. We continue to monitor user behavior and feedback to ensure we are solving the three problems we discovered.

We also won three design awards for the MyRocket Dashboard:

1. Hermes Gold award - July 2023
2. GDUSA 60th anniversary Digital Design Award
3. Muse Creative Award

I drove strategic vision of the project during this phase by challenging our assumptions of what we could do with certain client data. Rather than make the client make sense of it all, I drove the team to consider how we could us data to tell a clear story to clients.
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We performed some initial user research to see if users would find a dashboard containing data around a financial goal useful.
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We learned:

1. That most of our test participants found this type of product useful - one where their data was in one place.
2. That users were delighted when we showed them personalized content on how and what to do next to reach their goal.
3. Users wanted control over what kind of data and how it was input into our system.

My goal through design at this point was to address anything we saw as improvements from our previous user test. I was looking to establish a more story-driven hierarchy of information that could quickly and easily allow someone to identify how their goal progress. I was guiding the strategy of the dashboard to be a jumping off point - it needed just the right amount of information.

During this period of design I went back backwards in fidelity to create some priority guides of different dashboard configurations.

Separately, we started having conversations with solution architects in order to understand from a development perspective what we could accomplish for a phase 1 launch.

After the team felt we had a more improved concept, we put design back in front of users who matched our criteria for users who were looking for or had just recently purchased a home.
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We learned:

1. Many users gravitated toward information around their
spending habits.
2. Users found personal achievements helpful and encouraging when tracking progress toward a goal.
3. Some users wanted more information when it came to things like factors of a home-buying goal.

In order to meet a product deadline of a Q4 launch the business team asked us to focus the dashboard more for mortgage clients. That meant sacrificing some of our additional value features of non-specific financial goals and focus on home-buying goals.

My team and I have since developed a roadmap of feature releases from Q4 into 2024.

Our launch design was and is still based on the foundations of what we heard and saw from users in our tests. But it more strategically focuses on mortgage clients and their needs.