As the lead UX designer for JP Morgan Chase's leadership training app, I translated their vision of digitizing in-person training into an intuitive iPad application. This tool streamlines everything from attendance to collaborative sessions, ensuring an engaging and customizable learning experience that aligns with the bank's prestigious brand and enhances training effectiveness.
Overview
JP Morgan Chase approached our team with the goal of digitizing their in-person leadership training program. They wanted to replace their paper-and-pencil system with an iPad app that would allow instructors to manage everything from taking attendance to conducting collaborative whiteboard sessions. Sean acted as the point UX designer and consultant on this project.
Research
We began the project by conducting research on the current state of leadership training programs within the financial industry and analyzing the needs and pain points of both instructors and trainees. This included interviews with subject matter experts within JPMorgan Chase and a review of existing leadership training materials.
Based on this research, we identified several key objectives for the new app:
- Ease of use for instructors: The app needed to be intuitive and straightforward for instructors to use, with clear instructions and prompts for each training activity.
- Engaging for trainees: We wanted to create a dynamic and interactive learning experience for trainees, incorporating multimedia elements such as videos, quizzes, and group activities.
- Customization options: The app needed to be flexible enough to allow instructors to tailor the training to the needs of their specific group of trainees.
Iteration
Sean participated in design meetings with the JPMorgan Chase team and worked closely with them to create wireframes and low-fidelity mockups of the app. These mockups were then tested with a small group of instructors and trainees to gather feedback on the initial designs.
Based on this feedback, we made several iterations to the design, including simplifying the navigation, adding more multimedia elements, and incorporating customization options. We also worked to ensure that the app aligned with JPMorgan Chase's brand guidelines and corporate identity.
Mock-ups
Sean created multiple high-fidelity mockups of the app using a prototyping tool in order to better demonstrate the capabilities of the system. These mockups allowed us to visualize the app in greater detail and make any final adjustments before moving on to development.
Conclusion
Through a combination of research, iteration, and user testing, we were able to design an iPad app that met the needs of both instructors and trainees at JPMorgan Chase. The app was successfully launched and has been well received by users, leading to increased efficiency and effectiveness in the leadership training program.