How It WorksWritersEssay ExamplesSolved AssignmentsReviewsPricing

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)27Updated Apr 2026

A learning sample, donated by a past student. Study how it works; never submit it as your own. Our 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
Quality 7.3/106 structural beats2 notes
Writing qualityOpening states the methodology choice but doesn't defend it. The "best-suited" claim needs supporting reasoning to function as thesis.

Argument structure

  1. Setup
    Names Agile as chosen methodology.
  2. Plan
    Defines stakeholders and project purpose.
  3. Design
    User experience and accessibility focus.
  4. Testing
    Lists financial advice categories to test.
  5. Release
    Error-free release after extensive testing.
  6. Feedback
    Post-release user comment collection.

Editor's notes

This essay take you 4 hours to write?

Hand us the prompt. We'll write an original one to your brief and deadline.

Get a custom essay
Did you like this example?

Editor's analysis

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

Rhetorical strengths

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

Improvement opportunities

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

Don't copy a sample. Get one written for you.

Original work tailored to your prompt, your level, and your deadline, with the same care that goes into these samples.

Business & Management · Expository7.3

A Change Management Plan for Adopting New Software at WeLoveVideo

An expository essay walking through a change management plan for adopting new software at a streaming-media company – covering user experience design, communication channels, support collateral, and post-launch care.

1,029 words5 min read
Business & Management · Expository7.7

UPC Capital Plan: A Strategic Framework for Growth Financing

An expository essay outlining a four-phase capital planning framework for Universal Part Company's $100 million growth initiative, covering financial planning, project prioritization, management, and monitoring.

782 words4 min read
Business & Management · Expository7.6

Financial Outlook of Banks in Light of Basel III Framework

An expository essay on Basel III's impact on European and U.S. banking sectors – capital shortfalls, liquidity requirements, and strategic responses banks deploy to maintain compliance.

487 words2 min read
Business & Management · Analytical7.8

Quorum Health Corporation: Strategic Management and Financial Analysis

An analytical essay examining Quorum Health Corporation's strategic approach to rural healthcare delivery – strategic alliances, market positioning, service differentiation, and financial performance in a competitive industry.

2,418 words11 min read
Technology · Expository7.2

Computer Science Pioneers and Their Contributions

An expository essay surveying key figures in computer science history – from Al-Khwarizmi's 9th-century algorithms through the invention of the World Wide Web – and their collective impact on modern society.

612 words3 min read

Honor code

Studying it is fair use. Submitting it as your own is not.

These samples are donated by past students and shared as a learning resource. They are not for submission. Copying any sample verbatim would fail Turnitin and violate your institution's academic integrity policy. Read them to understand structure, evidence, and argument, then write your own. See our honor code and DMCA policy for details.