Intuit X SCADPro
Overview
SCADPro's are collaborative classes that generate business solutions for the world's most influential brands with the best and brightest minds at SCAD.
Intuit approached SCAD with a specific problem they hoped young design minds would be able to solve - and I was fortunate to be handpicked for the job.
Roles & Responsibilities
Project Lead
As the Project Lead, I designed a detailed project plan and carried out a constant evaluation within a specific period of time to track each team's progress throughout the course of the project. I also overlooked all the work produced to make sure the insights and research connect to the final execution.
Research Lead
As the Lead Researcher, I spearheaded the planning and conducting of consumer research at every stage of the project, from primary research and conceptualization to the final deliverable. My job included guiding fellow researchers, recommending appropriate methodology, and giving feedback on researchers’ work products, deliverables, and communication styles.
Planning and executing research
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Facilitated primary research and human-centered design activities to discover problems, pain points, and opportunities.
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Communicated and presented insights and user mindets through engaging and impactful storytelling while focusing on customer needs and catering to a wide audience.
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Ensured relevance and quality of insights through thoughtful assessment of risk, the establishment of clear success criteria, and the use of methodology based on sound research principles and practices.
Customer Journeys & Interactions
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Worked with the team to determine customer journeys and interaction models that catered to the final solution.
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Understood and supported the strategic direction of the company through research and discovery practices and consumer interactions.
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Translated insights into powerful stories that help focus the organization’s mindset on the customer’s needs.
Developing a framework
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Developed a framework to help guide Intuit from the research to the final execution stage.
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Created a step-by-step execution model for Intuit's internal team to problem solve using our methodology.
Our Task
Intuit asked us to conduct primary research across a wide demographic, learn about the moments that matter in a consumer's life, and leverage artificial intelligence to come up with potential solutions.
How could Intuit broaden its products and services to support all the financial moments that matter in a person’s life?
Research Questions
Our primary goal was to not only find out the integral financial moments that matter in a person’s life but also understand the audience’s mindset when it comes to finances. These are a few questions we wanted answers to by the end of our research.
What are the important financial moments that matter in customers' lives?
How does Intuit not provide for the moments that matter in customers' life?
How aware are the users of Intuit and its product in terms of brand presence?
What does the competitive landscape look like?
Who is the current audience and whom could the potential target audience be?
What are the financial opportunities for Intuit to target?
Research Methods
We began by conducting competitive analysis, two rounds of surveys, and interviews. We moved onto focus groups once we scoped down to our target audience to broaden our research study.
Survey (200+)
Validate the problem area with a wide user group and understand the audience’s perception and mindset in regards to finances
Scholarly Articles (20+)
To dig deeper into the problem area and validate our problem space effectively.
User Interviews (26)
To understand people’s perception of money in relation to their financial situation and integral moments in life and how the audience is not supported
Focus Groups (2)
Drive a discussion between youth, understand their personal monetary values, current financial struggles and future goals
Competitive Analysis
To gauge the competitive landscape and make sure our solution stands out amongst competitors.
Project Deliverables
Research Book
A collation of the research processes, findings, insights which included primary and second research, research themes and insights, consumer mindsets and personas, areas of opportunities, ideation, and next steps revolving around the topic — Moments that matter.
Interaction Model
A task flow model that demonstrates the user journey and how a customer would interact with the newly developed solution and the ecosystem as a whole.
Framework
A detailed framework with clear instructions of how Intuit could begin to orient around important moments that matter in a consumer's life.
Video
A video to tie in research with the final solution while explaining the frameworking with impatcful storytelling.
This project is under an NDA. However, I would be open to talking about my role and learnings in an interview setting. Thank you!