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Business & Management · Expository

Agile Methodology for a Financial Advisor Connection App

Plan, Design, Testing, Release, and Feedback phases for connecting clients with financial experts

487 words2 min readShort essays (under 500 words)27Published May 2026
Sample for learning, not submission. Read it, study it — write your own. Honor code →

Methodology

We have chosen the Agile Project Methodology for this project. It is the best-suited methodology to meet the requirements of the tasks mentioned in the project.

Plan – In this particular phase of the project management, the knowledge of what is to be done with the project is the most essential. The team that carries out the project would need to have the in-detail knowledge about the purpose of the project. In this particular project, the idea is to connect customers who need special assistance in the area of finance to financial advisors who can guide them into a safe position (Hoffmann, 2019). Finance is an area where guidelines and special help is always required for common human beings. Hence, from time to time, it becomes necessary for those people to connect with people who can provide a level of expertise concerning finance. At the same time, many professionals specialize in the areas of finance. Outside of their regular jobs, they can always use their knowledge and expertise to provide a professional helping hand to the common people. For that, there needs to be a middle group between these two stakeholders that would make the meeting and the negotiations between the two possible (Tubb, Meulen, Pallerla, Regan & Doarn, 2019). This app will have the specifications of financial services and will segregate the components in such a way that the work that the stakeholders get will be specific. No miscommunication should happen that would connect a separate set of individual and financial advisors.

Design – The design of the application should be carried out meticulously so that it becomes easy for the stakeholders in the business to connect. Both the two stakeholders would need to be easily adaptable to the whole process. For this, the app would be needed to be created in such a fashion that it will be easy to understand for the average people. The cumbersomeness that the project generates has to be thrown away in the process of testing and then needed to be replaced with better technology. This is more applicable to the individuals who look for financial advice more than the financial experts themselves. This is because the individuals are common people who connect to the application once in a while when they need the service. The expert, on the other hand, looks for work on a timely basis.

Testing – Here, the process has to be tested on a specific group of people to know whether the system is working (Christ, Wang, Chiu & Cho, 2019). The individuals would use the application to look for the areas that they need to consult the experts. The list of expertise should be available for the application. Financial advice can be in the field of the following: Cash Planning, retirement planning, investment planning, insurance planning and tax management. For each of these, there would need to be a separate area in the application to guide the individuals to the correct group of people who can provide the advice.

Release – Once the results from the tests come out positive in all the areas, it is the correct time to release the product in the market (Rahimi et al, 2019). The testing process needs to carried out extensively by the makers of the application to make the application error-free. Scrutiny process has to be carried out meticulously by the team of the application makers.

Feedback – Once the application has been released in the market, there has to be an area where the users of the application send the comments about how the experience of using the application has been. If there is any problem arising from a group of users, the application makers will have to see to it and make the necessary changes.

References

Christ, T., Wang, X. C., Chiu, M. M., & Cho, H. (2019). Kindergartener's meaning making with multimodal app books: The relations amongst reader characteristics, app book characteristics, and comprehension outcomes. Early childhood research quarterly, 47, 357-372.

Hoffmann, R. (2019). The SALS App: Making Chemistry Accessible With iOS Devices. Journal of Science Education for Students with Disabilities, 22(1), 4.

Rahimi, S. A., Archambault, P. M., Ravitsky, V., Lemoine, M. E., Langlois, S., Forest, J. C., ... & Légaré, F. (2019). An Analytical Mobile App for Shared Decision Making About Prenatal Screening: Protocol for a Mixed Methods Study. JMIR research protocols, 8(10), e13321.

Tubb, M. R., Meulen, M. B. V., Pallerla, H., Regan, S., & Doarn, C. R. (2019). Clinical evaluation of e-Quit worRx: a mobile app to enhance smoking cessation shared decision making in primary care. mHealth, 5.

Read with the editor

Thesis 5/106 structural beats2 editor's notes

Writing quality

5/10

Opening states the methodology choice but doesn't defend it. The "best-suited" claim needs supporting reasoning to function as thesis.

Argument structure

  1. 01
    Setup

    Names Agile as chosen methodology.

  2. 02
    Plan

    Defines stakeholders and project purpose.

  3. 03
    Design

    User experience and accessibility focus.

  4. 04
    Testing

    Lists financial advice categories to test.

  5. 05
    Release

    Error-free release after extensive testing.

  6. 06
    Feedback

    Post-release user comment collection.

Editor's notes

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Editor's analysis

What this essay does well, and where it could be stronger.

Identifies specific financial advice categories (cash planning, retirement, investment, insurance, tax) to give concrete scope
Recognizes two distinct user groups (clients and advisors) with different needs and usage patterns
Opening claim that Agile is 'best-suited' is unsupported – compare to alternatives or name specific Agile advantages
Design section mentions 'cumbersomeness' and 'better technology' without defining what those mean for this project
Testing and Release sections overlap – clarify what distinguishes testing phase from pre-release scrutiny
No discussion of why Agile rather than Waterfall, given the project seems to have fixed scope and requirements

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