Our user-centred design approach was critical, as we weren’t the target market for this product. By understanding their needs, desires and concerns, we could create a user experience that was logical, convenient and above all, pleasurable for people of (or near) retirement age.
We conducted comprehensive user research with the target audience before and throughout the design and prototyping process. Methods ranged from focus groups and surveys, to one-on-one interviews and usability testing early sketches. We also interviewed and did card-sorting exercises with subject matter experts, evaluating the best logical flow of information. Here, we worked with independent financial experts who often create plans with clients, using just pen and paper.
It was clear that RetireEasy’s utility depended on user input of their complex financial data. With careful planning, the forms could be segmented into a logical narrative. Using progressive disclosure, we mapped out user journeys (based on our personas) that ensured users wouldn’t face an input field that didn’t relate to their circumstances. This increased the ease of completion and reduced confusion.