Merg

Simplified advisor virtual collaboration

Merg

Simplified advisor virtual collaboration

Summary

What is Merg?

Intro

Merg is an all-encompassing solution meticulously crafted to streamline tasks, reclaim valuable time, and, most importantly, elevate the client-advisor relationship to its fullest potential.

mergTemplateFlow

My Role

Product Design | Research | IA | UX Copy | Prototyping

My work consisted of conducting research, taking feedback, document, design, prototype and test the requirements for the templates experience. Designed an end-to -end product experience while wearing multiple hats, closely worked with devs, designers, marketing and external teams.

Time frame

Facilitated multiple design sprints in the span of 5 weeks and iterating on the flows to achieve the best scenarios.

Tools

figma

Figma

figma

Whimsical

figma

Miro

figma

Jira

figma

Workspace

Note: Due to non-disclosure agreement, I am limited in the amount of work I can present.

Diving in

The Challenge

How can we make advisors experience better?

Creating meetings, managing agendas, rewriting similar content again and again can be a very frustrating practice for an advisor on a daily basis.

Come up something that makes their lives easier. (Stakeholder session summary)

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Diving in

Goals

“Create an experience that reduces manual effort and saves advisor time.”

Figuring out

Research

Initial Discoveries

Based on multiple rounds of stakeholder interview sessions and competitor research, We discovered that we need to accommodate an experience which enables the advisors to save time in doing repetitive tasks such as scheduling weekly meetings and agendas and managing content in a more efficient way.

Key Findings

Inefficient use of advisor’s time.
Repetitive unnecessary actions leading to frustrations.
Difficulty in managing multiple meetings, agendas and content.
Figuring out

Brainstorming

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Initial Concept

We started with creating a foundation to start with.

Based on the foundation, We began to iterate the initial concept to figure out the possibilities.

Flow-1

Steps included in flow 1:

1. User click “Schedule Meeting” button.
2. User selects a template.
3. User Clicks “Create Meeting” and schedule a meeting.
4. User clicks “View Agenda” to design his/her meeting.

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merg1

Flow-2

Steps included in flow 2:

1. User click “Schedule Meeting” button.
2. User selects a template.
3. User Clicks “Preview Meeting” and make any final changes.
4. User clicks “Create Meeting” to Schedule.
5. User Clicks “View Agenda” to design his/her meeting.

Flow-3

Steps included in flow 2:

1. User click “Schedule Meeting” button.
2. User selects a template.
3. User clicks “Create Meeting” and schedule a meeting.
4. User can click “Preview Meeting” or “Create Meeting” directly make any final changes.

merg1
Figuring out

User Testing

We tested the above flows with our initial test users via prototype and later on in the UAT environment and learned that most of them were able to easily use flow 1 and 2. To simplify things even further, We combined flow 1 and 2 and created an intermediate flow which we called it as “flow 1.5” and tested it again with the users.

megamerg
Figuring out

IA

mergTemplateFlow
Solution

Templates Experience

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Handoff

Working with Devs

To keep design and development aligned, I worked closely with testing team to validate the design quality and we keep weekly demo meetings with product team for feedback. In order to maintain consistency, We maintained a design system for the product which we update regularly whenever there was any feedback or any new requirement was proposed.

mergTemplateFlow

Lets Connect!

If you have any queries, please feel free to reach out via email and I'll be delighted to connect with you.

Abhishek Gautam

© 2024 abgautam. All Rights Reserved.