A Peek into Velera UX Research and Design Internship Projects

UX Research and Design Intern, Velera | May - Aug 2024

The Projects:

  • Generative Research for Velera’s Card Servicing Tools
  • Moderated Usability Test for Velera’s Reporting Tool
  • Stakeholder Interviews for Velera’s Reporting Tool
  • Heuristic Reviews for Velera’s Reporting Tool
  • Market Research on Ways to Attract GenZ to Credit Unions
  • UXR Report Template

My Role:

  • User Interview 
  • Stakeholder Interview 
  • Data Analysis
  • Heuristic Review
  • Market Research
  • Reporting

Tools I Used:

  • Figma
  • Marvin
  • MS Teams
  • Maze
  • Excel
  • Slack

Generative Research for Velera's Card Servicing Tools​

Goal:

Understand the key tasks and workflows of Credit and Debit card servicing staff at client financial institutions, how they leverage Velera tools, and what their pain points are.

Platforms:

Springboard Legacy, Springboard MX, QuickAssist, Evolve, etc.

Challenges:

Keeping up with financial jargon

Responsibilities:

User interview note-taking, Survey data analysis

UX Tools:

MS Teams, Marvin, Maze, Figma

screenshot_of_affinity_mapping_interview_and_survey_summary

Moderated Usability Test for Velera's Reporting Tool

Goal:
Consolidate findings from moderated usability sessions with beta users of “Insights Center Custom Reports” to document feedback on the experience, unmet needs, future feature ideas, etc.

Platforms:
Insights Center Custom Reports

Challenges:
Understanding the content and nuances of interview data and analyzing it without observing the actual sessions

Responsibilities:
Qualitative data analysis, Synthesis, and Report deck

UX Tools:
Figma, Marvin

screenshot_of_affinity_mapping_user_notes

Stakeholder Interviews for Velera's Reporting Tool

Goal:

Align perspectives and expectations of internal stakeholders who leverage data analytics tools across Velera to foster a unified vision of our future analytics product.

Platforms:

Data analytics tools leveraged by Velera teams

Challenges:

Understanding the roles and workflows of different teams across the organizations

Responsibilities:

User interview note-taking, Interview guide, Data analysis, Synthesis, Report Deck

UX Tools:

MS Teams, Marvin, Figma

Heuristic Reviews for Velera's Reporting Tool​

Goal:

Identify issues and opportunities in the user interface of legacy analytics tool from Legacy Co-op for making future enhancements in Velera’s data analytics platform.

Platforms:

Insights Center Legacy, Insights Center Custom Reports

Challenges:

Difficulty in the interpretation of usability heuristics on the tools

Responsibilities:

Usability evaluation based on Jakob Nielson’s 10 Usability Heuristics

UX Tools:

Heuristic Review Instrument, Excel

screenshot of heuristic review

Market Research on Ways to Attract GenZ to Credit Unions

Goal:

Conduct market research and identify opportunities for credit unions to attract GenZ members.

Challenges:

Curating credible and useful information

Responsibilities:

Desk research, Synthesis, Sharing findings with sales team

 UX Tools:

Figma

screenshot of a FigJam board

UXR Report Template

Goal:

Create resources for a UX Research Report template to standardize the dissemination of UXR insights.

Challenges:

Creating quantitative insight slides templates on Figma

Responsibilities:

Identify good UXR report examples, Create template slides

UX Tools:

Figma

screenshot of collection of references for report template