Transamerica - Search Augmentation
A major goal on the 2023 roadmap for the UX team was to improve the search function on the public site. The current state of the search function exists in a basic form that needed to be augmented for versatility, accuracy, and effectiveness. The problem we were trying to solve was a lack of relevant results that inhibited the users from finding what they were looking for, particularly for important documentation related to the financial products that they have purchased, or are interested in purchasing.
Roles:
UX Research
UX Design
User Testing
Wireframing
Prototyping
Annotations for Development
Roles:
UX Research
UX Design
User Testing
Wireframing
Prototyping
Annotations for Development
Research:
A competitive analysis was conducted to analyze the most common practices and techniques that are used to create an effective search function. Both industry competitors and non-industry competitors were researched for a comprehensive perspective.
Once the competitive analysis was completed, a collaborative workshop was conducted to include the different channels within the company representing all areas of the business. The workshop identified the needs, goals, and ideas of the business to be in tandem with user goals for maximum optimization.
After the workshop, a current user flow was identified to assess the voids in the process, which then lead to a new user flow and a user journey map being generated to meet the needs and goals previously identified in the workshop.
Moderated tests were then conducted to assess if the designs were effective and relevant, and how they may have augmented the process. Results indicated an immense improvement, and encouraged users to consistently utilize the search function.
A competitive analysis was conducted to analyze the most common practices and techniques that are used to create an effective search function. Both industry competitors and non-industry competitors were researched for a comprehensive perspective.
Once the competitive analysis was completed, a collaborative workshop was conducted to include the different channels within the company representing all areas of the business. The workshop identified the needs, goals, and ideas of the business to be in tandem with user goals for maximum optimization.
After the workshop, a current user flow was identified to assess the voids in the process, which then lead to a new user flow and a user journey map being generated to meet the needs and goals previously identified in the workshop.
Moderated tests were then conducted to assess if the designs were effective and relevant, and how they may have augmented the process. Results indicated an immense improvement, and encouraged users to consistently utilize the search function.
