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# System prepended metadata

title: User Dashboard Test (Template)

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# User Dashboard Test (Template)

Begin your interview by gathering some information on the interviewee first... you can then present them with the current and redesigned dashboard, asking them questions about their motivations and frustrations along the way...

- Current Dashboard (www.getraise.io)
- [Redesigned Prototype](https://www.figma.com/proto/W26Lo2Rw2WIFd21zjEMivw/User-Dashboard?page-id=0%3A1&node-id=6%3A572&viewport=273%2C1147%2C0.125&scaling=min-zoom)
    - This redesign begins with a short product tour to get them aqcuinted
    - It also includes a wizard for creating a company (if they choose to take this action, make sure you note their thoughts as we can use it for design research!)

## {Client Name} Profile

Give an overview of the interviewee here, so we know who we are talking to and what their motivations might be when using the platform...

**Which Raise archetype is this user?**

- [ ] Founder/Company
- [ ] Investor/Syndicate
- [ ] Lawyer/Corp. Secretary
- [ ] Employee/Consultant/IC

**How often does this user use Raise?**

- [ ] 1-2x /month
- [ ] 1-2x / week
- [ ] 1-2x / day
- [ ] Other (type here...)

**How much time do they spend on the user dashboard? (compared to other areas of the app)**

Write answer here...

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## Generic Questions

**What are their first impressions of the user dashboard?**

Answer here...

**Do they think it caters to all user groups?**

Answer here...

**What did they think of the product tour? How did it make them feel?**

Answer here...

**Does the dashboard feel like something they'd happily come back to, navigate, and take actions from?**

Answer here...

**What would their ideal user dashboard look like?**

Answer here...

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## Motivations

Here is where we want to get an idea of what motivates the user in this part of the platform and what actions they want to take.

### Questions

**What actions are they looking to take on the dashboard?**

Answer here...

**What information/components would they expect to see?**

Answer here...

**What do they feel is the most important thing to display for Founders/Investors/Lawyers?**

Founders: answer here...

Investors: answer here...

Lawyers: answer here...

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## Frustrations

This part of the interview should focus on any frustrations the user feels from both versions of the dashboard.

### Current Design

You can use the live site (or onboard@getraise.io account) so they can get a feel of what the user dashboard feels like.

**What frustrates them about the current dashboard?**

Answer here...

**Why do these frustrate them?**

Answer here...

### Redesign

[Use this prototype so they can get a feel for what the new dashboard would look like...](https://www.figma.com/proto/W26Lo2Rw2WIFd21zjEMivw/User-Dashboard?page-id=0%3A1&node-id=6%3A572&viewport=273%2C1147%2C0.125&scaling=min-zoom)

**What frustrates them about the new dashboard?**

Answer here...

**Why do these frustrate them?**

Answer here...

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## Other Questions

**How do they feel about the navigation of the new dashboard?**

Answer here...

**Would they change it in any way?**

Answer here...

**What features would they expect to see on the side menu?**

- [ ] Dashboard/Overview
- [ ] Portfolio
- [ ] Companies
- [ ] Deal Rooms
- [ ] Profile

**How do they feel about the portfolio page?**

Answer here...

**How do they feel about the companies page?**

Answer here...

**Do they have any feature requests for these pages?**

Answer here...

**What do they think about the onboarding product tour into the new dashboard?**

Answer here...

**What do they think about the Create Company wizard?**

Answer here...


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## Other Notes & Comments

If you feel like there are any more questions to be asked, feel free to ask them here...

**Question**

Answer here...

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*If you have extra time, feel free to do some user testing on the following two features and gather any feedback for improvements...*

### Create a Company

This will be one of the primary actions taken by users from their dashboard, specifically for Founders and Lawyers/Corp. Secretaries...

**Find the prototype here**

