Student Finance – Journey Maps

Student Finance - Journey Maps

Alberta Advanced Education | 2018

Alberta Student Finance wanted to get a better understanding of how students experienced the student loan process, from submitting their application, to acceptance and management, to repayment



Project Description

Alberta Student Finance (now Alberta Student Aid) asked Trevor and a colleague to help the ministry get better understanding of the entire process of applying, acceptance, managing and repaying a student loan from the student perspective.

Design Challenges

Over the years, the process of applying for student aid in Alberta had become increasingly complex, requiring students to use several separate applications and processes, with different branding, that did not communicate readily with each other. Students were often confused and reached out regularly to support staff for assistance.

Design Interventions

Working closely with project stakeholders, Trevor and a colleague proposed and implemented a number of design interventions, including:
• collaborating on a research workshop plan for front-line, support staff
• facilitating research workshops and performing data analysis
• documenting the entire student loan application process
• creating 6 empathy maps to capture the different types of borrowers
• devising 6 personas that captured specific needs for each borrower type
• building 6 current state journey maps (one for each persona)
• designing an idealized, future state, journey map


After implementing the design interventions, the documents:
• promoted shared understanding of the loan application process among stakeholders
• were used to target further design interventions aimed at simplifying the process
• were circulated among Student Aid staff to promote empathy for students

Tools & Deliverables

• User research workshops
• Affinity mapping
• Empathy mapping
• Personas
• Information design
• User journey maps

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