Autumn Fung

Internship, UX/UI Design, User Research

Fidelity Investments (FCAT POC)

Overview

A finance tool aimed to help those who live alone achieve financial independence.

Executed the full UX design process to create a proof of concept designed to catalyze innovation across the Fidelity Center for Applied Technology. With the rise in people living alone, we focused on building a product that would help improve this population's financial literacy and confidence.

Role

Human-Centered
Design Co-op

Timeline

6 months
(July–Dec '23)

Team

2 Designers
1 Business Analyst
1 Software Engineer

Project

NDA (FCAT POC)

My Impact

Delivered proof of concept MVP within 6 months, in collaboration with cross-functional experts throughout research, analysis, and design stages

Defined project scope, problem space, and conducted user research and data analysis using Usertesting.com, Miro, Monday.com, and Figma.

Conducted in-depth research to understand consumer pain points and background. When innovating, all of our work was guided by our overarching problem space.

Timeline

Research

UX Design

Internal Fidelity Reports
Initial stakeholder meetings
Defining our problem space and user
Creating hypothesis

Screener and discussion guide
Interviews (10+)
Affinity mapping
Problem space refinement

Crazy 8s
Solution sketching
Journey mapping

User flows
Storyboarding
Visual style guide
Creating screens
Prototyping
Final presentation

Timeline

Research

Testing and Analysis

Ideation

Prototyping

July

Aug

Sept

Oct

Nov

Dec

Internal Research

External Research

Google Design

Sprint

Unmoderated

Interviews

Data

Synthesis

Moderated

Interviews

Competitive Analysis

Ideation

Data Synthesis

Wireframing & Prototyping

Research

UX Design

Internal Fidelity Reports
Initial stakeholder meetings
Defining our problem space and user
Creating hypothesis

Screener and discussion guide
Interviews (10+)
Affinity mapping
Problem space refinement

Crazy 8s
Solution sketching
Journey mapping

User flows
Storyboarding
Visual style guide
Creating screens
Prototyping
Final presentation

Learnings

Structuring stakeholder meetings with a clear objective and requests. Instead of going too deep into the work we completed and how we achieved XYZ each week, I maintained meeting efficiency and interest by setting up meeting priorities to narrow focus and feedback.

Explaining the why instead of the process. Guided by the Simon Sinek Golden Circle, I learned to communicate the purpose and significance of my findings during stakeholder meetings to ensure adherence to user and business needs.

Being pro-active and creating without boundaries. As an intern cohort, we were granted the autonomy to define our project scope and direction with the overarching objective of creating an innovative out of the box solution. We worked closely and iteratively with experts to challenge the status-quo and current market of solutions.

Learnings

My Experience & Takeaways

My internship experience was characterized by immersive hands-on learning, dynamic collaboration with cross-disciplinary teams, and a multitude of opportunities for innovative thinking. I feel privileged to have had worked alongside a diverse group of talented experts within this innovative incubator, and I am so thankful for the personal and professional growth I've achieved during this six-month period.