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FinTechUX Research

Mobile UX Audit

A structured heuristic audit to identify and prioritise mobile usability issues without relying on analytics or user testing.

The Problem

Built for desktop

The platform was designed desktop-first, with mobile added later. Advisers were using it on their phones, but the experience had never been systematically reviewed. With no analytics or user testing available, there was no clear picture of where mobile friction was happening or what to fix first.

THE DECISION

Without analytics or user testing, I defined a structured heuristic audit across seven UX categories. I assessed each finding by severity and translated the results into specific, prioritised recommendations.

THE OUTCOME

The audit became a practical reference for mobile improvements, turning scattered usability issues into a prioritised backlog of 42 actionable recommendations.

The Audit Framework

I defined seven categories to cover the mobile experience, each with its own criteria for assessing severity and deciding what to fix first.

01

Navigation & Information Architecture

How users move between sections and understand where they are. I checked every transition path for thumb-friendly access and clear navigation.

02

Forms & Data Entry

The platform's core interaction. I reviewed input types, validation patterns, and error states for mobile-specific friction such as keyboards and field sequencing.

03

Touch Interaction & Gestures

Tap targets, swipe areas, and gesture conflicts. I applied 44px touch target guidelines and checked for overlapping hit areas in dense data views.

04

Visual Hierarchy & Layout

How information priority translates to smaller viewports. I checked that the desktop hierarchy remained clear on mobile through spacing, type scale, and content grouping.

05

Feedback & System Communication

Loading states, error messages, and success confirmations. Mobile users have less screen context, so feedback needs to be immediate and explicit.

06

Content Adaptation

How text-heavy desktop content adapts to mobile reading patterns. I assessed truncation logic, progressive disclosure, and whether key information remained visible.

07

Consistency & Design System Compliance

Whether mobile views use the same components and spacing tokens as desktop, or have introduced one-off patterns that increase maintenance.

Real Audit Output

A sample page from the live audit document. Each finding includes the screen, issue, impact, severity, and recommended fix. This format gives developers enough context to act without a separate briefing.

The full mobile UX audit document: seven columns of findings covering Visual Design & Consistency, Navigation & Information Architecture, Forms & Input Patterns, Mobile Optimization, Status & Feedback, Screen-Specific Improvements and Priority Quick Wins, each listing problems with an impact rating, a recommendation and solution steps, above a block of published mobile screens.

Zoom 100 percent

Drag to move the document. Use the controls to zoom in and out.

Mobile screens analysed during the UX audit: original screenshots with annotated findings and severity ratings.

All screens use test data.

Key Outcomes

A structured way to prioritise mobile improvements without analytics.

7 AUDIT CATEGORIES

A reusable audit document for ongoing mobile decisions.

9-PAGE REPORT

A concrete, prioritised backlog for future improvements.

42 ACTIONABLE RECOMMENDATIONS