
Case Study
Responsive mobile UX design for a financial firm.

case study
Leveraging Design Thinking at BMO Harris to simplify choosing a checking account

STEP ONE: empathize
We kicked off the project by simply talking to customers who had recently opened up a checking account with a new bank.

After listening to respondents, distinct patterns started to emerge in the journey toward opening a new checking account.

STEP TWO: DEFINE
We were then able to craft a project plan based on where the customer needs aligned with the business goals for the next fiscal year.

STEP THREE: IDEATE
Armed with the mental models of our target personas and a well-defined project scope, I was then ready to start iterating on possible design solutions.

STEP FOUR: PROTOTYPE
Guided by initial feedback from stakeholders on these three possible paths, I then crafted a single prototype concept that could be submitted for feedback on Usertesting.com.

STEP FIVE: TEST
Taking in feedback in batches of 5 sessions, I made adjustments in real time until the feedback became consistently aligned with the project objectives.

STEP SIX - IMPLEMENT
View finished product HERE
Learn more about Design Thinking at Nielsen Norman Group.