GenTwo

GenTwo's Pro Dashboard serves eight distinct roles - paying agents, issuers, product managers/admins, distribution agents, product & issuance requestors, and platform advisors — each with different daily needs (workflows, events, stats, product info, contacts).

I replaced another round of internal ideation with a structured research cycle and a prioritization framework the team could commit to.

Mapped end-to-end across :

Before → Preparation → During → After: recruit by role, draft and review a discussion guide, stage-test light/dark prototypes, then run each interview through a fixed flow (pain points → reactions to old dashboard → reactions to new prototype → feature deep-dive → education). Same structure every time, so sessions were comparable across roles.

Old dashboard and new prototype shown side by side, with live reactions captured as colour-coded sticky annotations pinned directly to the UI element that prompted them - one colour per participant - keeping every insight traceable to source.

Findings organized as Old vs. New Dashboard per recurring theme, cross-referenced against the original 1.0 role/task table to see which 2.0 additions each role actually used or wanted, and which were dead weight.

Ran every candidate change through an Impact/Effort matrix (Do it now / Do it next / Fill in / Do it later), feeding a phased, colour-coded roadmap that gave stakeholders a clear, defensible reason for what got cut, deferred, or fast-tracked.