This workshop only consisted of myself, Katie, our PMs, and our Engineering Lead. We had over 180 ideas, so we each took a range of ideas and individually went through the ranking system. We eventually got our high impact/low effort ideas.
These ideas made it on to our following quarter's roadmap. Some were very small, but had big impacts. For example, we noticed in one of the sessions that our IRA onboarding email was prompting users to add their bank account information so they could make a contribution, but when we directed them to their dashboard, we didn't have a clear CTA on where to complete this task.
So I worked with our engineering team to quickly add a dynamic button to our IRA dashboard. If a user hadn't added a bank account yet, the CTA called them to add one. If they had added a bank account, but it wasn't verified, the CTA called them to verify the account. And if they added a bank account and it was verified, the CTA called them to make a contribution.
This button alone reduced the time from account open to first contribution by 700%.