Phase 2: Ideation Approach

Generate ideas, draft cards, and prototype

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A) Brainstorming

Initial brainstorming session

  1. The team was excited about this overall Portfolio Tracker feature
  2. We agreed to divide our sessions into logical groupings with our initial session solving onboarding the feature, which are the cards we dropped to the right
  3. During our first session, the team liked the organization within Notion so we’ll keep all assets, PRDs, notes, and decisions logged in a new space and rely on Joseph as the curator
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B) Information architecture

Onboarding flow

  1. The team defined and agreed on the initial steps of the onboarding flow.
  2. Additional flows were identified and require deeper definition:
    1. Dashboard
    2. Investment detail view (multiple security types)
    3. Manage investment
  3. AI interaction areas were discussed and need deeper investigation:
    1. Dynamic pricing patterns
    2. Risk management assessment
    3. Optimization through data analysis
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C) Low-fidelity prototype

Digital chalkboard

  1. The design squad lead a brainstorming session using digital chalkboards.
  2. The design squad then worked independently to craft low-fidelity prototypes.
  3. The team approved the raw prototypes and to move forward with high-fidelity versions.
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D) High-fidelity clickable prototype

Figma

  1. Upon crafting the higher fidelity prototype, the design squad implemented standard onboarding patterns to minimize user taps and cater to users who prefer a quick start.
  2. The design squad shared this pattern with the team, who promptly recognized and embraced it, fostering an agile culture.
  3. The team agreed with the high-fidelity prototypes to move into clickable testing.

E) Prototype testing

Tasks and success criteria

Assumption: Test users must be registered and logged in to access the system.

  1. Navigate to Portfolio Tracker
    1. The location of Portfolio Tracker CTAs and bottom navigation needs to be decided, but we assume this
    2. The onboarding screen should only appear if the user has not linked an investment account previously.
  2. Onboarding carousel
    1. Ensure the onboarding images and text appear as expected when navigating left and right
    2. Validate the carousel indicator is properly selected
  3. Get Started button
    1. Verify the button moves the user to the next step (likely the “add account”page)

Learnings

  1. Navigation to Portfolio Tracker
    1. The team discussed several locations for launching Portfolio Tracker as well as a CTA once it is ready for launch; decision to be made in a separate PRD
    2. The team tweaked the functionality of landing in the onboarding carousel, and it will be addressed in the aforementioned PRD
  2. Onboarding carousel
    1. We currently don’t use the carousel pattern on the web app, but we expect a similar onboarding experience as mobile
  3. Mobile and web experiences
    1. The team decided to pursue both web and mobile app design and definition from this point forward