PPW

Methodology

Research

Throughout the process, various research methods were employed, including:

Quantitative online surveys segmented by user profiles.
Qualitative research methods.
Utilization of data collection and analysis tools such as Hotjar, Google Analytics, and Mouse Flow.

These methods were employed to study user habits, communication patterns, pain points, and desires across different user profiles (managers, sellers, administrators). The aim was to gather user feedback on specific functionalities of various products and, most importantly, to continuously evolve the product.

Hits and Misses

Audience targeting for each search:

We began by selecting a general user base comprising over 7 thousand partners. This base was then segmented, with managers and administrators who use the GUP receiving only the GUP survey. For the financing and credit sample, it was divided randomly into halves to ensure a balanced proportion of responses across the three categories.

Expectation x Reality

Our Expectation:
For our quantitative research to yield valid results, we aimed to collect responses from at least 10% of the users who received the email invitation.

Reality:
We received an average of 2% responses, and as of now, our results remain inconclusive.

Learnings:
We experienced low engagement from our users in the surveys triggered by email.
Engagement peaked within the first 3 days after sending the emails, with a significant drop in responses thereafter.
It's crucial to have a contingency plan (Plan B) in place.

Quantitative surveys require a significant number of responses to be meaningful. To boost response rates, we implemented a strategy of sending a follow-up email encouraging users to complete the survey and extended the deadline for collecting responses.

User journey

After reviewing the problem statement and conducting interviews to gain insights into the behavior and needs of our top users, we began mapping out the journey using a simple flowchart. This allowed us to ensure that we covered all the necessary steps to reinforce our decisions. By doing so, we aimed to gain a holistic view of the user's journey, from registration to the sale and post-sale of financing products. As the nature of the work is confidential, I will blur the image.

The solution

Product vision

PPW was created to become the premier marketplace for credit and financing products in Brazil, offering optimal conditions for partnering with the leading administrators and banks in the country.
Wiz Partners operates as a key business unit within the Wiz Co group, the largest manager of insurance and financial product distribution channels in the nation. Wiz Partners is tasked with prospecting, training, activating, supporting, and managing the largest network of qualified legal entities, offering comprehensive portfolios of various financing and credit products throughout Brazil.