Stakeholder Intelligence — Turning UX Research into Action
A structured usability test report documenting a moderated study of the Investor's Academy learning platform — covering methodology, task success and confusion metrics, per-task findings, and prioritised design recommendations.
- Client
- Investor education platform (FintechClient Academy)
- Sector
- Fintech / investor education
- Scale
- Research publication · Stakeholder report
- Year
- 2020
- Services
- UX research · Editorial reporting · Information design
Context
A moderated usability study of an investor education platform, whose findings had to be understood by product and business stakeholders.
Challenge
A video-first investor education platform needed an honest, evidence-backed read on how real users navigated lessons, topics and recommended content — before committing engineering effort to a redesign.
Strategy
We facilitated moderated usability sessions against a working prototype, then structured the findings into an editorial report: a four-stage methodology, an executive summary in two parts, quantitative metrics (task success rate, error/confusion rate, subjective satisfaction), and a per-task breakdown pairing each finding with a concrete recommendation and a screenshot of the interface in context.
Editorial structure
Four-stage methodology, a two-part executive summary, quantitative metrics, then one section per task pairing each finding with a recommendation and interface evidence.
Design system
A report grid that keeps metrics, screenshots and recommendations in a fixed relationship, so readers can move from evidence to action on every page.
Outcome
Research findings, methodology and quantitative data turned into a prioritised, readable stakeholder publication.
- Moderated usability test report
- Four-stage methodology framework
- Quantitative metrics dashboards (success, confusion, satisfaction)
- Per-task findings & prioritised recommendations
An information system, page by page.
Methodology and summary — the study's framing on a single, scannable page.
Metrics — task success, confusion and satisfaction presented as comparable data.
Per-task findings — each observation paired with evidence and a recommendation.
Methodology in Print — A Facilitator-Ready Design Handbook
Design Thinking methodology structured into a facilitator-ready handbook for an executive training series.
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