| 2 Months | On-Site Brokerage research | I and the senior team travelled to visit a few high performing brokerages during their company forecasting meetings to discuss their successes and how they can be applied systematically. |
| User research and surveys | We surveyed our existing userbase of brokerages to understand the demographics and different brokerage personas. | |
| Competitive Analysis | I performed a comprehensive competitive analysis of existing broker platforms across a number of different facets, such as system frame/navigation, dashboard UX, goal setting & tracking, etc. | |
| 2 Months | User Personas and User Flows | user personas were constructed and flows were created to map out desired new workflows. |
| Sketches and Wireframes | interfaces and features were sketched out conceptually, then wireframes were created and refined in design iterations. | |
| 1 Month | Prototypes | interactive prototypes were created to be used both internally with business partners to validate interaction patterns as well as during up-front user testing for feedback before development costs were incurred. |
| 1 Month | Validation | the app was validated internally with business partners and QA team, as well as tested with users for feedback. |
