With Intuit Education
Project Overview
As part of a graduate program challenge sponsored by Intuit, my team and I designed an interactive, game-based experience to make financial literacy more engaging and accessible. We applied design thinking methodologies to research real financial struggles, prototype solutions, and refine our approach based on user feedback. Our goal was to create a hands-on learning experience where users budgeted, managed expenses, and made real-world financial decisions—learning by doing rather than merely memorizing financial jargon.
The project evolved as we tested and iterated on our designs, blending human-centered design, UX research, and storytelling to create an intuitive and impactful experience. By prioritizing accessibility and engagement, we built a tool that empowered users to make confident financial choices while making the process of learning about money practical, relevant, and even fun.
Project Details
Sponsored by: Intuit
Role: Product Designer, and UX Researcher
Team Size: 6
Timeline: 13 weeks | Spring 2025
Define
- Identified a core challenge: “How might we make financial literacy feel relevant, accessible, and actionable?”
- Used insights to narrow focus on budget management and real-life financial trade-offs.
- Set design principles prioritizing engagement, practicality, and user autonomy.
Brainstorming & Game Concept Development
- Initially, we designed a game inspired by Dungeons & Dragons, but after client feedback, we pivoted to better align with their vision and goals.
- Storyboarding helped envision user interactions and player progression.
Prototype — Building the Experience
- Created low-fidelity wireframes and scenario cards for playtesting.
- Developed a clickable prototype using Figma with sample scenarios, characters, and decision trees.
- Included interactive elements such as financial goals, emergency expenses, and “level-up” achievements.
Click below to explore our prototype
Test — Iteration Based on Feedback
- Facilitated user testing sessions with peers and target users.
- Gathered insights on usability, engagement, and educational clarity.
- Iteratively refined visuals, wording, and logic flows to better guide user decision-making and reflection.
Deliver — Final Presentation & Impact
- Presented the polished prototype and design rationale to Intuit stakeholders.
- Received positive feedback on creativity, clarity, and potential for real-world impact.
Rylee Jacobson 