Brief
The design team was assigned to design Dashr, a payment platform that processes payments and enables investing, budgeting, and taking loans.
Problem
Users struggle with managing all their finances without the grunt of using several apps to accommodate their financial needs.
Goals
- Design a fintech application that enables payment, budgeting, investment, and saving.
- User-friendly and easy-to-navigate interface.
- Personalize user's financial experience.
- Encourage users to save.
Process
Research
We conducted research interviews and surveys to get to know our users and understand their needs. We also wanted to know their frustrations and what was important to them in a financial application.
Ideation
Our research indicated that users want a product that enables them to carry out their day-to-day financial transactions seamlessly. We brainstormed solutions to make it possible and developed five main features.
- Wire Transfer (send and receive payment)
- Invest and Loan
- Save
- Budget
- Utilities
Userflow
To ensure seamless navigation while using Dashr, we mapped out a user flow and structured the tasks to be easy and intuitive.
Sketches
We explore ideas by sketching the basic layout of the pages from our userflow.
Design System
We created a design system to maintain consistency on the team. It included colors, icons, layout, typography, components, and animation.
Prototype
Onboarding: Highlight Dashr's key features and services.
Navigation: Gives users access to Home, utility, wallet, budget, and settings.
Send: Enables users to make direct payments to other Dashr users through usernames, bank accounts, QR codes, and URLs.
Receive: Users can request payment from other Dashr accounts, through usernames, QR codes, and URLs.
Interantional Payment: Users can credit and request money from international accounts easily.
Wallet: Allows users to manage their cards and access its details.
Budget: Users can create and manage their spending budgets. Its overview provides insight into financial goal.
Save: Users can create saving plans and goals with a set plan duration. They can also include other dashr users to join the group-saving goal.
Utility: Users can easily buy utilities that support their daily lives.
Invest: Allows users to explore stock options, know more about the open market, and buy stocks.
Settings: Users can manage their accounts, access their account statements, and update their information.
User Testing
We tested the prototype and gathered feedback to refine our design. For instance, a user struggled to generate a QR code for receiving money. Despite navigating to the Pay & Request page, the process took too long. To improve this, we added a request icon on the home page for quicker access to payment request options.
Reflection
This was my first time working on a large-scale project with other designers. I learned to navigate a central design system while ensuring consistency across designs.