Context: A personal information management tool that helps people keep track of their finance, health and lifestyle information – from warranties for gadgets to road tax payment and dental check-up reminders.
Role: Interaction Design, Visual Design, Wireframing
Treasure Trove aims to address two key challenges faced by people in this age of (abundant) information: 1) We have more information to keep track of than ever before (think medical records, warranties for electronic devices, and of course, usernames and passwords for almost everything) and; 2) this information is stored in multiple places that span physical and digital platforms.
Treasure Trove allows users to store and access all their information in one location. The system also provides timely reminders when actions are required by users along with the necessary documents and information they need to complete it.
The interface was designed in order to be easy to use and understand by target users of tech savvy 30 to 50 year olds. From informal conversations with potential users in this segment, I learnt about some of the challenges they faced when navigating new software or web tools. These included issues with visual design (font size, contrast, etc.), complex navigation that make it tough to figure out where to locate things and, in general, too much or too little information that hinder them from making decisions.
The Treasure Trove dashboard allows users to navigate their personal information in a systematic way. At every step, they can see current and upcoming reminders that require their action. With each reminder, users can attach and access relevant documents, contact details and account information.
1) Generative Research
I conducted a series of "digital card sorting" exercises with potential users to find out what information they had and wanted to keep track of as well as uncover relationships between them. The sorting exercise gave me an insight into the mental models of how they identified and organized their personal information.
The exercise was designed to enable participants to complete it remotely. After completion, I had a chat with each one to gauge their experience doing it, understand reasoning behind certain decisions and extract other potentially useful information.
By synthesizing the results from five participants, I came up with the following navigation structure for the web platform. The types of information shown and labelling came out of trends and patterns I saw from the sorting exercise, in terms of phrasing and grouping.
2) Design Development & Iteration
Below was an initial interation of the dashboard that was tested with a handful of users for feedback. From this feedback, there were opportunities for simplifying the navigation, as well as reducing the feeling of "information overload" by creating a clearer hierarchy of information.