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Vanguard A/B Testing

Introduction

  • An A/B test for the website was initiated by the team at the US-based investment management company Vanguard, from 3/15/2017 to 6/20/2017.
    • Control Group: Clients interacted with Vanguard’s traditional online process.
    • Test Group: Clients experienced the new, spruced-up digital interface.
  • Both groups navigated through an identical process sequence: an initial page, three subsequent steps, and finally, a confirmation page signaling process completion.
  • The goal is to see if the new design leads to a better user experience and higher process completion rates.

Datasets

  • There are three datasets that will be used in this project:
    • Client Profiles (df_final_demo): Demographics like age, gender, and account details of our clients.
    • Digital Footprints (df_final_web_data): A detailed trace of client interactions online, divided into two parts: pt_1 and pt_2.
    • Experiment Roster (df_final_experiment_clients): A list revealing which clients were part of the grand experiment.

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