To-Do List Feature Case Study - Explore Work Completed by Shelbey Shea

As this work is proprietary and internal-facing, I can’t share images or specific details. However, I hope this case study offers insight into the techniques and type of work involved.

I led the design of a new feature for the retail branch internal software used by branch managers and personal bankers—a digital to-do list to replace the handwritten notes and post-its filling their workspaces. To ensure the solution aligned with their needs, I conducted extensive research with branch teammates, gaining insight into how they manage tasks, their organization preferences, and the types of tasks they handle daily.

Goals

Create a centralized, digital task management system that improves client follow-ups and enhances efficiency for retail banking teams
Enhance efficiency and speed in client follow-ups for a more streamlined process
Enable customization within the feature to accommodate each teammate’s unique needs

Research

Conducted virtual shadowing sessions with bankers and branch managers to observe their current use of the branch software
Planned and facilitated a discovery workshop with branch teammates to understand how they manage their to-do lists
Compiled a research summary to highlight key insights for the product team
Created empathy maps and user workflows to illustrate branch teammates’ current processes and thought patterns

Prototype Design

Collaborated with the product owner to draft the requirements document for the to-do list feature
Designed low-fidelity wireframes in Figma, covering task viewing, task creation, and task management
Created an interactive prototype, starting with low-fidelity wireframes and refining it into a high-fidelity version after revisions

User Testing

Used low-fidelity wireframes to host virtual focus groups, gathering user feedback on initial designs
Conducted virtual moderated usability testing with branch teammates using a high-fidelity prototype

Dev-ready Designs

Refined the design to align with both retail leadership and branch teammates’ needs
Finalized high-fidelity designs in Figma, incorporating new features such as categories, drag-and-drop functionality, and filters
Developed an interactive prototype for executive-level product demonstrations
Delivered over 30 dev-ready Figma files to the agile development team

6,731 to-dos created within the first 30 days of launch
4,705 of those to-dos were directly linked to bank clients
The feature boosts banker efficiency, enabling greater focus on client interactions
Managers now have the ability to assign and track to-dos for their branch teammates
Retail leadership can send mass to-dos to all branch teammates

Quote from Retail Leadership

“This is a game-changing tool to help our branches become more efficient so they can spend more time Making Every Moment Matter for our clients. We’ve already received  great feedback on this since launch and are excited by its early usage numbers.” – Senior Product Owner

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