Within this project, I had several different roles, as did the rest of my team as the project was large and we had a smaller team. The roles I took on during the project are outlined below:

• Researcher: We all took on reading several industry reports and noted the most important finings and trends within the financial/ insurance industry. I was a researcher on the the general "insruance/ financial industry trends", which directly correlated to the Innovative Competitive Analysis Lead role. In addition, I also helped faciliate a survey with participants from our target audiences. The survey asked about our respondent's general opinions and experiences with the insurance and financial industry. 

• Innovative Competitive Analysis Lead: Through our secondary research, I began to notice several different competitors from the United States, that were noted in research reports. These competitors had very creative strategies to engage with their audiences. I created a list of these competitors and created a methodology for our team to analyze these competitors. I also conducted a website analysis of each of our innovative competitors as well as Sun Life (for base comparison). I came up with the website analysis through researching common criteria used for a UI/UX website competitive analyses and applied them directly to these competitors.

• UI/UX Study Lead: Sun Life had given us a mobile app mock up that was on a webpage. I had taken this app and created a survey around it that tried to gain meaningful insights from our two target markets (millennials and newcomers). I created a website (http://nicolepapp25.wix.com/sunlifeapp) that housed an instructional video, written instructions as well as the survey itself for people to use. I helped my team facilitate recruiting individuals to take the survey. Prior to this, I gained feedback on questions, the survey process and overall language of our survey, from different individuals who were familiar with UI/UX. Once the improvements were implemented, the participants were recruited and took our survey, I analyzed the qualitative data by using coding to find themes and direct improvements. This survey later translated into one of our four large digital concepts – improvements to the current Sun Life app.

• Creative Director: Throughout our entire project, I would try to facilitate different brainstorming sessions whenever it made the most sense. These brainstorming sessions were intended to use our key findings from research on the industry, findings from our competitive analyses and our survey results, to come up with creative solutions that the client can implement. I had used these different brainstorming sessions to guide our team into thinking of ways we can conceptualize these findings. I had also contributed the groundwork for 3 of the 4 final big digital concepts or “net new means” (Sun Life app re-design suggestions, Advisor Match and Health Competition).

• Presentation Lead: Our client had asked our group to present in Toronto to their marketing executive team, as well as the required Stratford presentation. I had created both slide decks, which were custom designed using the report design as inspiration (created by Michelle Fujita) with my own creative flair. Unfortunately, when we sent the Toronto slide deck to the client, they preferred a design that was exactly the same as the report. Due to time constraint, Michelle and I ended up working together on the Toronto Slide Deck V2, using the exact images she had for each section. 

• Project Manager’s Assistant: Throughout our project, I would help Michelle organize prior to any meeting with the client by creating agendas, emailing the client If needed and to keep our team on track if needed.