Digital Finance Services User Experience and Security Assessment for a Rural Agri-MFI at International Executive Service Corps

Pre-Assignment tasks:

•  Hold a kickoff meeting with host MFI and F2F staff to introduce the volunteers and go through the key SOW objectives and outcomes .
•  Review relevant materials such as previous assignment trip report for K-04 , system audit reports, performance reports with information on the design and operational set up of the core and an y addition a l systems
•  Review business plan and operational manual s to understand the current business model and major process flows .
•  Work with the host to finalize workplan with key activities .

Assignment Tasks:

•  Hold an orientation meeting with F2F staff
•  Hold kick-off meeting with F2F team and MFI host to finalize the workplan and the expected deliverables
•  In discussion with the MFI management review all the system s , products , and services that the institution has adopted.
•  Validate the change areas outlined in 3 above through a meeting with the IT teams and Change Review Managers
•  Conduct a field visit and document user experience report.
•  Come up with recommendations on how to improve the User Experience of all the products.
•  Train the Product Support Staff and customers representatives on how to use the modified systems and how to handle changes
•  Develop a trip report
•  Develop final presentation
•  Hold debriefing meeting with F2F team/ host MFI to discuss results and recommendations from assignment.
•  Submit final trip report and presentation.

End of assignment report and other deliverables :

•  Diagnostics report on status, performance, and areas of development to strengthen secure ease of use.
•  Trip report
•  PowerPoint presentation
•  Any other materials and tools: questionnaires used, scripts, interview notes and guidelines etc.

​ Expertise of Volunteer Experts Requested: ​

• ​​Bachelor’s Degree in Computer Science , Information Systems, Graphic Design, or related field. Or equivalent work experience plus training in Human Factors, Cognitive Psychology, or related field , o r equivalent work experience.
• 5 or more years’ experience in conducting user experience research using a wide variety of research methods with at least 1-year of experience in financial sector applications or services.
• Proficiency with usability testing tools or services
• Proficiency with wireframing/prototyping tools.
• Ability to design prototypes, screen mockups, and wireframes based on the results of usability testing and customer feedback.
• Experience in collaborating with product management, business development, research and prototyping team/departments in a financial institution to define the next generations of business concepts, products and user solutions
• Over 5 years of experience collaborating with interaction designers and other user experience professionals to define and improve the user experience.
• Demonstrated success at developing creative and comprehensive research strategies to reveal unforeseen opportunities and issues that have a significant impact on product strategy and design. ​​High organizational and facilitation skills and ability to handle complex tasks with tight deadlines. ​
• Excellent written and spoken English