Task Analysis

Flowcharts were created using LucidChart for collaboration, discussion, and design. We wanted to understand the steps of our users’ actions in the context of their lives while keeping the information top-level enough to prompt design insights for a broad range of people. Generated alongside user profiles, these task analyses allowed us to visually identify areas of opportunity for engagement and improvement.

The following task flows were created as part of a contextual inquiry on behalf of a class client who provides financial management services for consumers and small businesses.