Usability Test for Halo Assessment
HALO is health analysis and longevity optimizer that helps users to Plan for active and healthy years in retirement, determine how many years of additional daily care person may need and what the estimated costs could be, and estimate out of pocket care costs throughout lifespan.
What is the problem?
The Halo assessment tool needs to grab the attention of new customers, specially the younger generation and that by improving it user friendliness.
Genivity is looking into documenting any issues with the tool and a strategy to improve the experience for advisors and their clients.
Main Concerns
Is the assessment easy to follow and easy to understand?
Is the results page is displaying enough information to assessment taker before scheduling and appointment with financial advisor for full report.
How to display the results and empathies with people with shorter longevity results.
Methodology
Usability Testing
Usability testing is to understand how real users interact with the tool and make changes based on the insights gathered based on the usability test results. The insights will help in understanding how the users thinking while interacting with the app and if it meets their expectations.
The usability testing was moderated and conducted remotely, which will allow to see how successful users are with performing the task and will help in discovering any flaws with the assessment.
The test was designed to take about 15-20 minutes to perform, with only one task to complete the assessment, followed with post interview questions.
Total number of participants is 5, consists of individuals between the ages of 25 and 40 that have no familiarity with the Halo assessment.
post-test questions were to gather feedback on the website, likes, dislikes and frustrations from users.
Heuristic Evaluation
The heuristic evaluation is an evaluation conducted by usability experts to review the system interface and compare it against accepted usability principles helps to identify the usability problems in a user interface design.
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