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By: Monique Winters

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“The travel app that keeps you on budget while you enjoy the rest. To travel is to live and

You Only Live Once”

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MOBILE PROTOTYPE

Traveler Groups of all ages who would like to stay on budget and enjoy the experience.

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GOAL

This research study was done to help develop and build a Travel Planning App that would help travelers make the most out of their trip effortlessly. This app would help minimize planning time, provide reliable resources, and tools that will ultimately allow them to relax and enjoy their trip. This study would help me further explore various planning scenarios

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MY ROLE & RESPONSIBILITIES

As a Product Developer, I plan to design an app that will best organize and prepare your budget for your next adventure.

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TIMELINE

20 weeks.

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User Research Case Study

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Monique Winters

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Homework 2

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Proto-Persona

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Samuel Travis

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“To travel is to live and you only live once”

Tech Savviness

Sales & Marketing

27 years

Male

55,000 Annual Salary

BS in Business

Silicon Valley, CA

Single, No Children

Goals:

● Meet People ● Stay Healthy ● Learn New Language

● Sign Seeing ● Enjoy Food ● Jet Lagged

● Bucket List ● Stay on Budget ● Avoid unsafe areas

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Motivators:

● Try new things ● Learn new things ● Find who I am

● Find Love ● Build yourself up ● Find inspiration

● Learning Roods ● New Experience ● Visit Family & Friends

Challengers:

● Forgetting Passport ● Language Barriers ● Flight Delay

● Time Management ● Getting Robbed ● Jet Lagged

● Currency Difference ● Losing Items ● Getting Sick

● Unexpected Costs ● Attending Late

Sources of Income:

● Maps ● Newspaper ● Alexa/Siri/Google

● Tour Guides ● Magazines ● Web/ Apps/ Phones

● Check Lists ● Educational Class ● Family members

● Books ● Friends ● Governmentight

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1x1 Interviews

In this research project, I planned and conducted 5 interviews with stakeholders and potential users in the bay area.

Moses 37

Project Manager

Aneesa 30

Project Manager

Birdie 60

Retired Mail Carrier

Lizette 19

Bakery/Deli Clerk

John 37

Public Works Inspector

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Interview Plan

My research consists of 5 stakeholders whom I interviewed virtually and over the phone for 20 minutes and up to an hour long depending on their Travel experience and availability. I quickly briefed the process and expectations for them and noted that the Interview would consist of simple questions related to their Travel and Budget Planning. I also let them know how long the Interview could take and sent them a gift for their time.

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Interview Transcripts

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John 37

Public Works Inspector

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“I avoid using resources that have too many advertisements.”

Aneesa 30

Project Manager

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“I would like a warning notification letting you know "You will go over budget" before selecting a trip expense option”

Moses 37

Project Manager

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“I would like a customizable dashboard so I see everything I need in one place”

Some useful ideas

Taken from my

interview

research.

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User Interview Insights

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Affinity Diagram

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User Persona

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Empathy Map

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  • I wish it would link to Google assistant, put it in your calendar, set a reminder and automatically updated in one place
  • Travel Budget Resources: Excel, CC Apps, Banks, Downloading Expenses to track spendings
  • Plan out itinerary
  • Learned how to plan better when including and considering other trip member opinions on spending choices
  • I like feeling confident on my trips when using a checklist
  • Travel Budget Resources: Excel, CC Apps, Banks, Downloading Expenses to track spendings
  • make sure others are accountable so they pay their own way
  • main screen customizable
  • Oanda Currency converter, Excel

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  • Too many advertisements
  • Others promised to pay but didn’t pay back after paying their way on a trip
  • Unexpected Costs
  • Forget something on the way
  • Its hard to stay on budget when the bigger your family the more needs for spending you have.

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Says

Thinks

Does

Feels

Pain

Gain

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Feature Prioritization Matrix

High Complexity

Low Complexity

High Impact

Low Impact

  • Translate when pointing at text of different languages
  • Remind you of reservation deadlines.
  • Advisory alerts / Warn me of unsafe zones
  • Features like Google Lens

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  • Your purchase could auto populate to your budget plan
  • Compatible with my bank
  • Compatible with excel for tracking spendings
  • Currency Converter
  • Ratings
  • Split cost option

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  • Checklists / Reminders
  • Calendar
  • Customizable options
  • Budget Plans / See how much money is left over
  • No adds
  • Plan my itinerary
  • Shareable with travel group
  • Add stops with lowest gas prices
  • Find available discounts
  • Include estimated FX costs and taxes to my budget
  • Find available discounts

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(Prioritize)

(Next)

(Possibility)

(Save for later)

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Definition & Ideation

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Monique Winters

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Homework 2

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Tracy Thompson, who has just received a large bonus and a raise from work, wants to take her family on a memorable trip and also wants to contribute to help the less fortunate and stay on budget. Tracy needs to create a budget plan for her family trip because she wants the ability to give to the less fortunate and enjoy an adventurous trip with her husband and children without the worry of overspending.

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User

Insight

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Problem Statement

During our research, we discovered Tracy’s desire for enjoying a worry free vacation with her family while staying on budget.

We believe a Travel Budget Plan with budgeting resources would help Tracy and her husband create a reliable travel budget plan to help them achieve their need for a well deserved worry free and enjoyable family vacation.

We might do this by creating a customizable budgeting checklist with special features such as a calendar with “To Do List” reminders, a customizable dashboard, an linkable upload and download options to excel and google spreadsheets etc.

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Value Proposition

“YOLO. The travel app that keeps you on budget while you enjoy the rest. To travel is to live and you only live once”

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Ideation Process

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I LIKE

I WISH

WHAT IF

  • Checklists
  • Reminders
  • Calendars
  • Budget Plans
  • Customizable options
  • Seeing ratings
  • Finding nearby places
  • When you can see how much money is left over
  • When there are no adds
  • Finding places to eat, flights Hotels, activities etc easily
  • Finding tour sites & landmarks
  • Knowing the driving distance
  • Being able to add stops with lowest gas prices
  • Your purchase could auto populate to your budget plan
  • It was compatible with excel for tracking spendings
  • It had features like Google Lens
  • It could translate when pointing at text of different languages
  • It could remind you of reservation deadlines.
  • It could suggest other options so you can stay on budget.
  • It could find available discounts
  • It had an option to save an electronic passport as a backup
  • It was shareable with travel group
  • I could see the cost of living for my destination
  • There were advisory alerts
  • There was a Currency Converter
  • It can warn me of unsafe zones
  • It was compatible with my bank
  • It had a split cost option
  • It could compare options
  • It could plan my itinerary
  • It could include estimated FX costs and taxes to my budget
  • It could show list of nearby churches and temples

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USER PERSONA

USER SCENARIO

GOALS

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Tori and her Husband are on a tight budget but would like to join their friends on a trip to Europe. Tori remembers the YOLO Travel Budget App her sister mentioned to her in the past. Tori creates her budget and itinerary shares it with her Travel Group. They immediately sign up and are instantly connected to share their Itineraries with one another. As they wait for their flight, Tori, her husband and friends decide to use the new Split Cost feature together at the new Japanese Food Restaurant. Tori and her Husband enjoy themselves and are worry free since they had prepared themselves financially with their awesome new Travel Budget app.

Tori wants to prepare for their trip by creating a Travel Budget so they are able to enjoy their trip without worrying about over spending.

Tori Monroe

  • Make-up & Hair Stylist
  • San Francisco, CA
  • Certified Cosmetologist
  • Female, 25, Married

RISKS & EMOTIONS

Nervous and worried about over spending on their trip

Really wants to go on a nice vacation with Husband and friends to relax and enjoy themselves and doesn’t want the embarrassment of running out of money.

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User Scenario

PHASE 1

PHASE 2

PHASE 3

PHASE 4

PHASE 5

Tori and her Husband are on a tight budget but would like to join their friends on a trip to Europe.

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Tori remembers the YOLO Travel Budget App her sister mentioned to her in the past.

Tori creates her budget and itinerary shares it with her Travel Group.

They immediately sign up and are instantly connected to share their Itineraries with one another. As they wait for their flight, Tori, her husband and friends decide to use the new Split Cost feature together at the new Japanese Food Restaurant.

Tori and her Husband enjoy themselves and are worry free since they had prepared themselves financially with their awesome new Travel Budget app.

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Storyboard

Tori and her Husband are on a tight budget but would like to join their friends on a trip to Europe.

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But would like to join their friends on a trip to Europe.

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Tori creates her budget and itinerary shares it with her Travel Group. They immediately sign up and are instantly connected to share their Itineraries with one another.

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As they wait for their flight, Tori, her husband and friends decide to use the new Split Cost feature together at the new Japanese Food Restaurant.

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Tori and her Husband enjoy themselves and are worry free since they had prepared themselves financially with their awesome new Travel Budget app.

Tori remembers the YOLO Travel Budget App her sister mentioned to her in the past.

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User Flow

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Prototyping

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Monique Winters

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Homework 3

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Competitor Analysis

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Direct

Competitor

Feature Analysis

Competitive Advantage

Customer Reviews

Notes

intuit

mint

TravelSpend

TripMate

POCKET

GUARD

  • I love the Credit Score feature
  • Lots of great features and options but not specific to traveling
  • All you need to do is set-up your account and connect to your bank and you’re done.
  • Nice colors and background.
  • like the fun art and background.
  • Nice smooth colors
  • Not too flashy
  • Simple to use
  • Seems very manual
  • Lots of great useful features
  • I like that you can include Travel Group members and split cost for your trip.
  • I love the search options for Hotels and transportation
  • Lots of great options.
  • Fun and colorful design
  • I like the set-up process. Nice and easy.
  • Great Bank & security options.
  • Nice budget graphs.
  • Nice background colors and fun graphics. With smooth and sleek tones.
  • Wow so many options.
  • The YOLO Travel Budget app can incorporate these features such as the quick and easy set-up.
  • Mint seems more general, but I believe YOLO will be more useful to a direct travel audience.
  • YOLO will have less manual work for users as their bank expenses will auto populate.
  • YOLO will also have a checklist and calendar for reminder and note purposes
  • YOLO will allow your group members to interact and input their own details.
  • Our app will allow you to connect to your bank and also have print options for your Itinerary & travel details
  • Our app will be similar but YOLO will be more focused on Travel Budgets so our users aren’t overwhelmed.
  • YOLO Will have a Live Chat options for any complaints and simple quick fix issues.
  • “Using for years and love it”
  • “Almost perfect”
  • “Ad-free plan has ads”
  • “Categorizing via mobile needs improvement”
  • “Great budget app”
  • “Love this app”
  • “Perfect for managing a travel budget”
  • “Thank you for existing!”
  • “Wasted my money, don’t waste yours on this”
  • “Easy but powerful”
  • “Amazing & Useful App”
  • “You have to put exchange rates every time if you use different currency.”
  • “Very Basic but has all the features you will need. Just wish the Developer gave more option to take trip backups. Am always worried I may lose my data once I move to another mobile.”
  • “Amazing budgeting app. Every single detail I need to add to an expense, or edit it, twist it, flip it... so far, all of that works perfectly”
  • “The idea behind it and the interface are great. But the syncing is terrible.”
  • “A little difficult to figure out”
  • I use this app myself and do see lots of useful budgeting benefits. I like the fact it asks for verification codes when connecting to your bank making you feel secure. I also like that it’s soo easy to use.
  • This app has lots of nice features but requires lots of manual work included entering expenses. This might be bad for users who don’t have time to enter all expenses during their trip. I like that everything is straightforward and everything is easy to use.
  • This app seems very popular but needs work on it’s currency and back-up options. We will make sure our users are able to choose primary Currency methods have printing options.
  • I’m very impressed. I love their features but plan to keep the YOLO app straight forward to concentrate on Travel Budgeting. I do see lots of bad reviews on the syncing features. With YOLO, we will be sure to have a Chat options with a live Tech person to assist with issues or complaints.

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User Flow

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Digital

Wireframes

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Hi-Fi InVision

Prototype

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2 Recorded User Tests

1st User Tester - Lizette tested the YOLO app Mid-Fi Wireframe prototype using her small Android phone.

2nd User Tester - John tested the YOLO app Mid-Fi Wireframe prototype using his Larger Android phone.

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Key Learning from User Test

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John 37

Public Works Inspector

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“I suggest making them darker so they stand out.”

Lizette 19

Bakery/Deli Clerk

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“Navigation menu options not found”

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“The Travel Budget screen is blank”

User testing helped me find issues I didn’t

catch on my own.

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After Lizette mentioned she couldn’t find the Navigation menu options, I realized I needed to create a prototype to fit small popular phone screens.

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Lizette also mentioned the Travel Budget screen was blank so I quickly fixed the overlay before the next User Test.

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Next John suggested making the buttons darker or creating a shadow so the buttons were

easily found.

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Iterations Made Based on User Test

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Testing and Iterating

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Monique Winters

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Homework 4

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User Testing Plan & Notes

Feedback

  1. Navigation menu options too small for smaller phones.
  2. Travel Budget screen was blank and needed new overlay.
  3. Make buttons darker or create a shadow so they are found easily.

Usability testing results:

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Objectives

  • Can users successfully create a Travel Budget Plan?
  • Do users struggle to get through tasks?

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Tasks

  • SIGN UP
  • ADD MONEY
  • CREATE TRAVEL PLAN
  • CONNECT TO
  • SPLIT COST

High Complexity

Low Complexity

High Impact

Low Impact

(Save for later)

(Possibility)

(Prioritize)

(Next)

  • Translate when pointing at text of different languages
  • Remind you of reservation deadlines.
  • Advisory alerts / Warn me of unsafe zones
  • Features like Google Lens
  • Your purchase could auto populate to your budget plan
  • Compatible with my bank
  • Compatible with excel for tracking spendings
  • Currency Converter
  • Ratings
  • Split cost option
  • Missing Navigation menu in home screen
  • Blank Travel Budget screen overlay was missing
  • Enhance buttons to make easier to find by changing color/format.
  • Add stops with lowest gas prices
  • Find available discounts
  • Include estimated FX costs and taxes to my budget
  • Find available discounts

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Mockups

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Prototype

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Final Thoughts / Conclusion

Through my research and continual testing, I found that my app may need a little more simplicity. I plan on redesigning my navigator from scratch and adding the main travel app features such as the Travel Budget, Wallet, Calendar and Split cost feature. I’m also considering creating a website and a computer app for those who prefer creating their Budget Plans on a Computer.

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