PAGE 03 · DISCOVER + DEFINE

10 interviews.
5 themes.
3 personas.

The qualitative research that shaped every design decision. The single most consequential finding: users don't lack information — they lack ordering.

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01 · INTERVIEWS

Excerpts from the 10 conversations.

Each interview ran ~60 minutes, recorded with consent and transcribed. Below are excerpts that shaped specific design decisions — the full transcripts (anonymized) are in the source repository.

P01 · MAYA · SAAS · CALIFORNIA
Senior PM · 4 years tenure · 6 weeks ago
"I'm a project manager. I literally do this for a living and I couldn't see my own next step. The information was all out there. I just couldn't sequence it."

Design takeaway: Sequencing is the #1 felt need. Confirmed by every later interview. Drove the home screen design.

P02 · DANIEL · CRYPTO · ONTARIO
Software Engineer · 2 years · 4 mo ago
"I posted my CV on LinkedIn within four hours. I think it made me look desperate. Three of my close friends DM'd me afterwards saying 'you should have called me first.'"

Design takeaway: The "update LinkedIn" decision is sequenced. The product holds Daniel back from a Day-1 post.

P05 · JOANNE · HEALTHCARE · ILLINOIS
Operations Lead · 3 years · 2 mo ago
"The first three days, do nothing. The next four days, do paperwork. After that you can be a person again."

Design takeaway: Days 1–3 are not productive days. Drove calm-mode design.

P09 · MARCUS · AI STARTUP · WASHINGTON
Marketing Manager · 1 year · 5 wk ago
"A thing that takes the dollar amount of what I have, the dollar amount of what I owe, and tells me how many months I can survive. Because that's the question I wake up at 4 AM with."

Design takeaway: Runway is one number, not a chart. Most-cited financial want.

P03 · LINA · RETAIL · NEW YORK
Senior Buyer · 8 years · 6 mo ago
"Are we going to be okay? — quoted from her teenager that night. The question I think about every day. I'm not a failure. But the feeling was there."

Design takeaway: Severance is a household event, not an individual one. Captured in onboarding.

P08 · AANYA · EDTECH · BOSTON
CSM · 2 years · 7 mo ago · OPT visa
"OPT extension. So I had 60 days from termination to either find a new job, transfer my SEVIS, or leave the country. The 60-day clock was my whole world."

Design takeaway: Visa status changes everything. Onboarding asks. Visa pathway is v1.1 priority.

Four additional interviews (P04 Ramon, P06 Eli, P07 Robert, P10 Sylvie) also informed the design — full excerpts in the source repository's 03-Sample-Interviews.md.

02 · SYNTHESIS

Five themes from 280 sticky notes.

Three rounds of clustering reduced 280 quote-level notes to five themes. Each theme mapped 1:1 to a design principle.

ThemeCluster size→ Design principle
Sequencing — "tell me what to do today"22%The home is a plan, not a feed.
Shock window — first 3 days are not productive18%The first three days are slow on purpose.
Household — partner, kids, parents, providers16%Onboarding captures the whole house.
Trust by specificity — peer voice over authority14%No generic content. State + situation, always.
Runway anxiety — money as psychological state12%One number, not a chart.
Remaining 18% scattered across smaller clusters: networking, resume rewriting, outplacement experiences, visa stories, industry-specific patterns.
03 · PERSONAS

Three personas, drawn from composites.

Each persona is built from at least three real interviews to avoid anchoring to one story.

M
Maya Chen
34 · Senior PM · Oakland, CA
The mid-career professional with dependents and a mortgage. Spouse, 5-year-old. SaaS PM laid off after 4 years. 12 weeks severance. The cognitive overhead of identifying the next correct action is what stalls her, not the work itself.
"Tell me what to do today. The information is out there. I just can't sequence it."
J
Joanne Walker
47 · Ops Lead · Chicago, IL
The financial backbone with multi-generational responsibility. Covers parents' Medicare supplement, mortgage, two-household financial responsibility. Body cannot do paperwork in days 1–3.
"The first three days, do nothing. The next four, do paperwork. After that I can be a person again."
D
Daniel Park
28 · Engineer · Toronto, ON
The early-career employee, single, mobile-first. $14k savings, no dependents. Wants a friend who happens to be an HR lawyer. Not a chatbot. A calm voice.
"The offer is the floor, not the ceiling. Take a week to think — I wish I'd known."
04 · JOURNEY MAP

Five phases of the first 30 days.

The Meeting · Shock Window · Paperwork Sprint · Recalibration · Reentry Prep. Each with its own emotional valence and product opportunity.

JOURNEY MAP
First 30 days — anchored on Maya
SVG · scroll horizontally if needed
05 · INFORMATION ARCHITECTURE

Card-sort, tree-test, sitemap.

The IA went through three iterations. The final tree-test (n=12) measured 90% average task success — up from 67% in v1, driven by cross-listing and deep-linking, not navigation depth.

SITEMAP · v3
5-tab bottom nav · cross-listed surfaces
Post-tree-test corrections
06 · USER FLOWS

Three primary flows, mapped end-to-end.

Onboarding · file unemployment · severance reviewer. Each with decision points, error handling, and shared design patterns documented.

USER FLOWS
3 primary flows — anchored on personas
Pause / Resume on every screen of every flow

From research to design.

Next: how those five themes turned into 8 wireframed screens.

See the Wireframes →