[UX Case Study] eRetirements: A study in retirees and senior users

The Challenge:

Research

We compared competitors on the matrix axis of filterability and trustworthiness because these are factors that drive engagement with users. The faded logos are companies not directly related to retirement planning but are sites that users in this demographic use often.

“I don’t put a lot of stock into quiz results.” - A retired user

A screenshot of the current state of the quiz from the eRetirement site.

Define

Archetypes

  • Uses the site once or twice
  • Fun, exploratory, minimal research
  • Takes the quiz for fun
  • See no need to customize profile
  • Doesn’t print anything out
  • Uses the site often
  • Compile and gather research
  • Takes the quiz and takes results into retirement planning
  • Will customize profile to get more accurate results
  • Print out information for reference

Design Principles

Diverge

Quiz

Assessment

Profile

Search/Filter

Concept Testing

  1. Transparency — Users liked everything presented upfront so they know what information is available to them on this site. This also includes the quiz results, where users said they like to see what factors matched them with a certain city.

“I would use this. I would recommend these versions. I think this is a step in the right direction.” - A user of the original site

Converge

Assessment

Quiz

Quiz introduction page.

Profile

Search/Filter

Iterations

Final thoughts

Me (left) with Natalie (right) testing with one of our users.

Future considerations

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