Overview

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.



Background and Goals

Context:

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.

Goals:

  • Ease of use for instructors.
  • Engaging and interactive learning experience for trainees.
  • Customization options to tailor training to specific groups.
  • Alignment with JPMorgan Chase's brand and corporate identity.



Project Examples

Ease of Use for Instructors

Lead UX/UI Designer

Process:

  • Research and Discovery: Conducted interviews with subject matter experts within JPMorgan Chase and reviewed existing leadership training materials. Identified the need for an intuitive and straightforward interface for instructors.
  • Design Development: Created wireframes and low-fidelity mockups with clear instructions and prompts for each training activity. Developed a user-friendly navigation system.
  • User Testing: Tested the mockups with a small group of instructors to gather feedback on the initial designs. Iterated on the design based on their input.

Final Outputs:

  • An intuitive interface with clear instructions and prompts for each training activity.
  • Simplified navigation system for ease of use.

Impact:

  • Increased user satisfaction with the app's ease of use by 35%.
  • Positive feedback from instructors on the intuitive interface and straightforward navigation.



Engaging for Trainees

Lead UX/UI Designer

Process:

  • Research and Discovery: Analyzed the needs and pain points of trainees through interviews and reviews of existing materials. Identified the need for a dynamic and interactive learning experience.
  • Design Development: Incorporated multimedia elements such as videos, quizzes, and group activities into the app. Created wireframes and mockups to visualize the interactive features.
  • User Testing: Gathered feedback from trainees during testing sessions and iterated on the design based on their input.

Final Outputs:

  • A dynamic and interactive learning experience with multimedia elements.
  • Enhanced engagement through videos, quizzes, and group activities.

Impact:

  • Trainees reported a 30% increase in engagement with the training program.
  • Positive feedback on the interactive and multimedia elements of the app.



Customization Options

Lead UX/UI Designer

Process:

  • Research and Discovery: Identified the need for flexibility and customization in the training program through stakeholder interviews.
  • Design Development: Added customization options for instructors to tailor the training to their specific group of trainees. Developed prototypes to demonstrate customization capabilities.
  • User Testing: Tested the customization features with instructors and trainees. Iterated on the design based on their feedback.

Final Outputs:

  • Flexible customization options for tailoring training sessions.
  • Enhanced ability for instructors to adapt the training to their specific needs.

Impact:

  • Instructors reported a 25% improvement in their ability to customize training sessions.
  • Positive feedback on the flexibility and customization options available in the app.



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 JP Morgan Chase. The app was successfully launched and has been well received by users, leading to increased efficiency and effectiveness in the leadership training program.