Figma for design and Figjam for workshop
Jira for project and task management
Zoom for team meeting
I conducted a preliminary survey to better understand the users’ insight into what is lacking in the services provided by current FinTech, e-wallet management, and financial transaction systems in the market. Insights from the survey helped define the focus of the preliminary interviews that I subsequently conducted. The results of the survey, interviews, and competitive (SWOT) analysis highlighted a number of users’ pain points:
I developed a fictional persona based on data from the preliminary research phase (interviews, surveys, and competitive analysis) to help me empathize with the users. Henry Finley represents all customers in need of an intuitive and easy-to-use e-transfer and fund management system.
The discovery research also revealed some basic operations that users would like to complete in a hassle-free manner. These were incorporated into a journey map for a better visualization and appreciation of users’ needs and pain points.
The results of the various discovery research was then narrowed to address the most pressing users' pain points, which included
I had several ideation and brainstorming sessions with the developers (front-end and back-end), system architect, and other stakeholders, to come up with several solutions to the customers’ needs gained through insights from preliminary research. At this point, the focus was on quantity over quality and later decided on, and went with the most popular options.
In collaboration with the design and engineering team, I was able to put together a detailed information architecture, a visual representation of the NomisPay mobile app infrastructure, features and hierarchy.
First, I made some hand-drawn wireframes s to capture the ideas that addresses the users' concerns.
Low-fidelity wireframes were designed in order to keep the focus on usability and end-to-end workflow. The designs were based on the ideas and iterations gleaned from the ideation phase in accordance with the users' needs.
The high fidelity prototypes were then designed to incorporate color schemes and patterns, bringing the design closer to the end product.
I completed a number of moderated usability testing with participants representing various genders, race, and tech-savviness. Insights gleaned from the analysis of the initial testing was applied in the iteration of the design. Usability testing highlighted some important aspects that were iterated upon as shown below
It was noted that to two buttons needed to perform the two most primary functions of this app (i.e. 'Send money' and 'Fund wallet') were either not clearly obvious or missing from the home screen. It was adjusted in the iterated design as shown below.
One of the questions asked during usability testing was, "please go ahead and logout of your account." This surprisingly revealed an issue with the design. The list of items on the profile page were so many that the logout option, being the last item on the list, was hidden from sight. Moreover, there was no scroll indicator to hint to users that the list continued. The iterated design fixed this by repositioning the logout option and providing a scroll indicator.
I was able to deliver on the goals and objectives of this project within the stipulated timeframe, working closely with a highly cross-functional team. It was an highly collaborative effort, brainstorming and ideating with some very brilliant minds. That said, without a rigorous user-testing, we would have still ended up with a dysfunctional and unusable product. It pays to listen carefully, attentively, and actively - to stakeholders, team members, and users.
