case study: social security advisors - website redesign & rebuild strategy (student project)
DESCRIPTION
PROJECT 4 User Experience Design Immersive (UXDi) General Assembly NYC : Winter 2013-2014 Team: Javier Abanses Hanah Choi Angelynn Nakaguchi Sandy WoodruffTRANSCRIPT
General Assembly . New York City . UXDi Winter 2014 | Student Project 4 : Javier Abanses, Hanah Choi, Angelynn Nakaguchi, Sandy Woodruff
Student Project 4. Social Security Advisors
“As much as $25 Billion remain unclaimed each year.”
Student Project 4. Social Security Advisors
Student Project 4. Social Security Advisors
CONTEXT
● 2728 rules
● 921 filling options
● By law, the Social Security Administration offers no advice.
● Most financial advisors seem unaware of this situation
Student Project 4. Social Security Advisors
Student Project 4. Social Security Advisors
SOCIAL SECURITY ADVISORS
● Create awareness of this situation
● Help prospective retirees navigate this maze of options and rules
● Get the most value for their customers
Student Project 4. Social Security Advisors
“The challenge is letting people know this is a need.”
Student Project 4. Social Security Advisors
Student Project 4. Social Security Advisors
THE BRIEF
● Increase conversion on the site
● Clarify content
● Unify brand message across the site
Student Project 4. Social Security Advisors
“...Turbotax for Social Security…”
Student Project 4. Social Security Advisors
Student Project 4. Social Security Advisors Student Project 4. Social Security Advisors
FINDINGS + OPPORTUNITIES
• Useful info is there, just a matter of finding it - relevant content is buried
• Good Search engine visibility
• Tone of content, technical
• Inconsistent Calls to Action leading to Product Page
• No preview of what’s being purchased without submitting name, email, & phone number
Student Project 4. Social Security Advisors Student Project 4. Social Security Advisors Student Project 4. Social Security Advisors
DISCOVERY
DESIGN ITERATIONS
RECOMMENDATIONS
Student Project 4. Social Security Advisors
Student Project 4. Social Security Advisors
DISCOVERY : existing site DESIGN ITERATIONS RECOMMENDATIONS
Student Project 4. Social Security Advisors
DISCOVERY : statement of work DESIGN ITERATIONS RECOMMENDATIONS
WHAT SITE WANTS TO DO
● Develop UNDERSTANDING through clear navigation
● Demonstrate VALUE by offering only manageable content
● Establish TRUST
DISCOVERY : existing site
Student Project 4. Social Security Advisors
Easy. Few steps.Helps you find what’s right for YOU personally
“Sample reports”, free assessments, + navigation by marital status
Personal testimonials highlighting how much money was saved
Increased text size feature
DISCOVERY : competitor / complementor analysis
Student Project 4. Social Security Advisors
DESIGN ITERATIONS RECOMMENDATIONS
Complex, not complicated
DISCOVERY : competitor / complementor analysis
Student Project 4. Social Security Advisors
DESIGN ITERATIONS RECOMMENDATIONS
DISCOVERY : user research
Student Project 4. Social Security Advisors
Their users don’t see themselves as old. “They think they’re young and hip and that they’re going to live forever.”
Social Security Advisors have insight into how their customers think
DESIGN ITERATIONS RECOMMENDATIONS
Recorded customer service call SurveyMonkey
“I don’t want to go into this blindfolded... You guys are the experts.”
DISCOVERY : user research
Student Project 4. Social Security Advisors
DESIGN ITERATIONS RECOMMENDATIONS
Email survey to past customer
“...you were gracious enough to redo and re-issue the report with the correct {information}. A very classy organization.”
BUSINESS GOALS
● Increase conversion● Serve the Baby Boomers● Be the go-to within the social security community
BRAND GOALS
● Trustworthy and secure
● Complex but not complicated
● Knowledgable, friendly, and personal
USER GOALS
● Understand my options
● Get personalized attention
● Make it easy
DISCOVERY : personas DESIGN ITERATIONS RECOMMENDATIONS DISCOVERY : goals
Student Project 4. Social Security Advisors
PROJECT GOALS
(UX lives here)
DISCOVERY RECOMMENDATIONSDESIGN ITERATIONS : sitemap . header
Student Project 4. Social Security Advisors
Student Project 4. Social Security Advisors
DESIGN ITERATIONS : sketches DISCOVERY RECOMMENDATIONS
Student Project 4. Social Security Advisors
DESIGN ITERATIONS : wireframes DISCOVERY RECOMMENDATIONS
BENEFIT MEsee what’s done for others in your situation}
}}}
ADD VALUEsee product details and a sample report
TRUSTsee our money back guarantee and press coverage of us
KNOWLEDGABLEwe’re here for you }
}}} BENEFIT ME - MARRIED
see what one satisfied customer has to say
ADD VALUEtry our calculator for married persons to see how much
COMPLEX NOT COMPLICATEDsee product details and levels of service
ADD VALUEsee a sample report
home married : product
DISCOVERY RECOMMENDATIONSDESIGN ITERATIONS : user flow .
Student Project 4. Social Security Advisors
James Lewis “The Curious Skeptic”
59, Married PC Laptop, SmartphoneKey Goals & Needs:
* To make educated choices* To know that his money is spent wisely
Student Project 4. Social Security Advisors
DESIGN ITERATIONS : prototype DISCOVERY RECOMMENDATIONS
Student Project 4. Social Security Advisors
DESIGN ITERATIONS : prototype DISCOVERY RECOMMENDATIONS
Student Project 4. Social Security Advisors
DESIGN ITERATIONS : prototype DISCOVERY RECOMMENDATIONS
system flow : email
Student Project 4. Social Security Advisors
DESIGN ITERATIONS : style guide DISCOVERY RECOMMENDATIONS
FOR DIGITAL PRESENCE...
WebsiteMobileEmails
...AND BEYOND
All Print Material
Student Project 4. Social Security Advisors
DISCOVERY DESIGN ITERATIONS : mockup
Student Project 4. Social Security Advisors
RECOMMENDATIONS
See prototype
Student Project 4. Social Security Advisors
DISCOVERY DESIGN ITERATIONS : mockup
Student Project 4. Social Security Advisors
RECOMMENDATIONS
Student Project 4. Social Security Advisors
DISCOVERY RECOMMENDATIONSDESIGN ITERATIONS : mockup . mobile
See mobile prototype
Student Project 4. Social Security Advisors
RECOMMENDATIONS
SHORT TO MID TERM RECOMMENDATIONS
Further curate the content and use it across channels and social media to engage prospective users. ie, daily tweet bits of Social Security Wisdom…
One primary call to action per page and keep the labels for these calls to action consistent
Content : keep short, precise, no lists longer than 7Tone of content : friendly and personable
Google Analytics : ● Enable Demographic Reports, which could clarify
or reveal more information about the user base● Test the new approach to content
RECOMMENDATIONS
Student Project 4. Social Security Advisors
DESIGN ITERATIONS DISCOVERY
LONG TERM RECOMMENDATIONS
Further develop the mobile and iPad presence.
Must Consider: ● Make site compliant with US Accessibility
Standards and accessible for screen readers ● Foreign language translation - Spanish
THANK YOU
Student Project 4. Social Security Advisors Student Project 4. Social Security Advisors