Template library: Research Ops for a fintech onboarding team

Noah Sato led a four-week design engagement for a fintech onboarding team, using research ops as the anchor and keeping the work practical enough for a small team to maintain.

Contexta fintech onboarding team needed a focused four-week engagement that could move without a large internal team.

Noah Sato's roleOwned User Research, Interviewing, Usability Testing and translated the work into decisions the team could maintain after handoff.

OutcomeReplaced a brittle spreadsheet workflow with a shared source of truth.

Stack and methodsFigma, Research Ops, Surveys, Journey Maps

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