Pocket Wise - Budgeting App

Overview

Led a requirements analysis initiative that leveraged survey, interview, and customer behavior data to define and prioritize features for a new multi-currency budgeting application. 

Key Actions Taken

  • Designed and conducted surveys and interviews to gather data on customer budgeting needs and pain points.
  • Analyzed feature preferences and created data visualizations to prioritize core app functionalities (budget planning, transaction management, currency management, reporting, notifications).
  • Built customer personas and mapped customer journeys to align feature sets with user expectations.
  • Created visual dashboards summarizing key customer insights to guide design and functionality development.

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