Design Brief

chase roadmapparts-01


We were asked to create a Design Strategy Feature Brief for our wireframes. This document outlines the app we created, focusing on the value. Summarizing this project in this way made me a little nervous at first. I am now used to the process of working from research>insights>design>prototype, but since we didn’t research before starting these wireframes, we’d essentially be working backward and making up what would otherwise be the foundation of a design.

I recognize in myself a habit of getting caught in details when I don’t feel confident about the whole. I’ve been working on freeing myself from the need to qualify or justify what I’m saying (beyond being relatively consistent and logical). Note to self: It’s okay to be wrong. It’s okay not to know. Use the knowledge you do have to build from, and don’t get brought down by what you don’t know. 

As hard as it is to work backward to build insights from a thing, it gave me an endpoint. It allowed me to really pin down what I know about this bank app, which is that this thing exists as a set of wireframes: Screen Shot 2016-02-24 at 5.58.10 PM

I created it. I know why I made the decisions that I did when creating this thing. (Granted, some of them were based on the amount of time I had, but I still decided to make one thing over another for a reason.) For instance, why did I create alerts? Why did I create it in this way? Screen Shot 2016-02-24 at 5.59.46 PM

 Monthly bank statements are a good ritual for some, but others of us prefer to know when a problem occurs. Either because we want to deal with the problem right away, or because statements feel like work. Let me decide what I’d otherwise be scanning my statement for: small charges under a dollar, larger charges over $100, my paycheck or deposits over a certain amount, let me know when my bank account is under whatever amount makes sense for my budget. All of that offers transparency over a thing that is very much mine, as the account holder. This is my money, this is my ability to live the way I want to live, this is some part of my future. Too often banks force their account holders to be reactive about their finances. I don’t want to feel like the bank is controlling my money, controlling what I see of it and when, I want to feel in control.

As I went through the app, I noticed that the theme of autonomy and security ran through all of my decision making. I used those ideas to create my value statement:

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I integrated my old roadmap with my value statement to create a new roadmap and insights.


I used my insights to create a scenario that shows how a young nanny named Mia would use the app in her daily life.

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I then returned to my wireframes to highlight the features of each capability.

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Download a PDF of my Design Strategy Feature Brief