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
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
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
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
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