JP Morgan Chase

At Chase, I was tasked with working on Blueprint, a new internal product for market directors and branch managers. Blueprint is meant to help simplify the market and branch management experience, as well assist with day-to-day operations. The experience before Blueprint was designed and developed was scattered across many different products, leading to frustration and redundant work by the users.

Company: JP Morgan Chase
Years: 2020–2022
Role: Senior UX Designer

Old Experience

Before we dive in, here’s some examples of what the users were using before my team and I became involved and started on Blueprint.

First Time User Experience

Because this is a brand new product, we wanted to introduce users to Blueprint with a full screen modal. This is a high level tutorial of what Blueprint was created for and how it can help them in their day-to-day operations. The user will only see this once, but has a chance to view it again from a navigation button where they will also see OOBEs (Out-Of-Box Experience) which have more specific page related tutorials and how to use them.

Homepage

This homepage concept was created by me. We took this into user testing where we learned a lot of valuable feedback. After research, I handed off the concept to a more junior designer on my team where I helped oversee and guide this featured page to a stronger concept. Once developed, a pilot group of market directors were able to access the page and gave overwhelmingly positive feedback.

Branch Action Plan

The Branch Action Plan is where branch managers and their market directors create actionable items based on metrics they have targeted to affect. Users can comment or check-in on the progress being made on an item. We formulated a branch action plan they can follow, where the branch managers can select recommended actions on how to take on the ask, update where they are in terms of progress and have their market directors comment back. Once an item is completed, it goes into a previous action items tab where they have up to a year of historical data at their fingertips.

Navigation

Taking user feedback from the pilot group, I implemented a new navigation design. We allowed regional directors to have access to Blueprint once they began enthusiastically asking for it after their market directors were showing them the tool. With this came issues - the more markets you have, the more cluttered and long the left rail navigation became. This was still being developed but from a small round of user testing, I only heard positive feedback.