Project Overview

R

Cash monitor was envisioned as a personal finance management tool that would help financially challenged consumers. Prior to my involvement this project had stalled after 2 years, due to stakeholder misalignment and focus on competitor solutions such as mint.com. Following my engagement to lead the strategy and design for this consumer pilot we completed and launched this tool in 2012 after 4 short months.

Core accomplishments of this project and Wells Fargo firsts were it’s successful integration of design thinking, agile and extremely short time to market. 5 years later this initiative is still considered the most successful employee and customer pilot to date.

Project role: Experience strategy, user research, facilitation, information architecture and interaction design.





 
 

R

Explore

Experience Strategy: the first month of this project was spent with business and customer research and experience strategy. The focus was on gaining insights and alignment around business and customer drivers.

Imagine

Design Thinking: collaborative and co-creative business and design strategy workshops were established as a foundational project activity to gain insights, devise design solution’s and align senior partners and stakeholders.


R

Create

User Flow and Wireframes: using the customer and business insights, as well experience strategy from the explore and imagine phase, I crafted the digital experience for this calendar based customer personal finance management tool.

Launch

Post launch: the pilot was launched in digital labs as a 3 month employee and 3 month customer pilot in 2012 and 2013. Cash Flow Monitor is too date one of the most successful pilots launched.