Turn transactional data into real-time underwriting intelligence
FinTech - Innovation Refunds Mobile App
Innovation Refunds is a leading enterprise SaaS company fueled by a commitment to customer satisfaction, a team of top-notch professionals, and seasoned leadership hailing from the most renowned brand globally.
Our strategy for assisting businesses is crafted to guarantee thorough analysis and adherence to regulations. We employ a rigorous procedure to examine and validate the particulars of the business entities associated with us.
Client:
Innovation Refunds
Project:
ERC Mobile App 2.6
My Role:
The entire product from research to conception, visualization, and testing
Project Time:
4 months end to end.
Tools:
Figma, FigJam, Miro, Bravo Studio
Methodology:
User Personas, Sitemap, Low-Fidelity, Hi-Fidelity, Interactive Prototype
The UX Research
To enhance the UX of this SaaS application, we initiated an in-depth UX research phase. This involved delving into the product and overall business domain, evaluating the UX maturity of stakeholders, benchmarking against competitors, and gaining insights into user expectations.
Product Audit
We conducted an audit of the application using diverse methodologies. Assembled a team of auditors to carry out.
- Heuristic Evaluation
- Overall Findings
- Enterprise design validation
These activities allowed us to explore a wide range of aspects, such as comprehending the heuristics, recognizing the enterprise design framework crucial for designing this product, pinpointing problem areas in the enterprise solution, and formulating valuable recommendations.
In addition to delivering users a sleek design, we focused on ensuring a stellar experience. Our goal was not only to enhance their Annual Recurring Revenue and Customer Lifetime Value but also to reduce their Customer Acquisition Cost (CAC) through a seamless UX.
DISCOVERY
Reviewed product requirements for MVP
RESEARCH
Conducted competitive analysis of Audi competition
UX DESIGN
Developed user flows and wireframes
UI DESIGN
Created visual design layer for hi-fidelity mockups & prototype
Competitor Analysis
Examining the competitors identified by our stakeholders, we initiated an analysis. We scrutinized numerous demo videos within the SaaS and Fintech domains throughout the evaluation.
We scrutinized the user flow of competitors and explored potential actions that users might need to undertake while engaging with their products.
We recognized numerous shared features present in all enterprise SaaS and Fintech products.
Building on this insight, we conducted an in-depth analysis to compare their user experience and functionality. No research is truly comprehensive without a qualitative research tool, and that became our next imperative step in the research phase.
User Interviews
We conducted qualitative user research to validate assumptions regarding user problems. The insights gained took precedence and were subsequently integrated with findings from stakeholder insights and competitor analysis.
Thematic Analysis
In synthesizing our research, we employed the thematic analysis approach to refine the data collected during qualitative research. Subsequently, we sought meaningful patterns within themes across the data, analyzing these patterns through repetitive data coding and theme creation.
Via thematic analysis, we successfully mapped diverse insights obtained from stakeholder interviews, competitor analysis, and user interviews.
The research synthesis revealed the following key insights:
- Personalized report view
- Campaign Creation
- Workflow Creation
TRACK YOUR TAXES AND FINANCES
2.6 Enhancements:
manage their bank accounts, credit cards, and other financial accounts. This may include checking account balances, monitoring transactions, paying bills, and transferring funds between accounts.
Also a finance dashboard which focusing on digital wallet to ensure an intuitive and efficient financial management experience.
The user opens up the main screen where they can see tax return analytics, summed up and separated by different categories
THE STARTING POINT
Visuals
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About
Experienced and outcome-driven executive with 25 years of innovative involvement in the digital products sector. Skilled in utilizing front-end and diverse prototyping tools for swift sharing and testing of design concepts. A creative mind that values open-mindedness, consistently challenging assumptions to tackle problems from diverse perspectives.
Top Skills
- Figma
- Design Systems
- Design Libraries
- Prototyping
- User-Centric Design
- Artificial Intelligence
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