Background

Working closely with the Implementation and development teams — the primary users of the company's product— I was exposed to challenges that users faced, impacting workflow efficiency and project delivery to clients. With my team, we identified specific areas within the product where improvements could address those challenges users face.

Challenges:
  • Balancing business priorities with client needs
  • Prioritizing features development
  • Working on multiple projects simultaneously
Project Type

Full-time UX design role at a Fintech startup

My Responsibilities

Research, UX Design

Team

Product Manager, UX Designers, Engineers

Duration

2.5 years

Overview

Users construct web applications for EasySend's customers in the builder area. The improved or added features include: locating and fixing bugs that can be resolved without the assistance of programmers, making common actions accessible, and reducing the burden of transitioning between different workspaces

Problem statement
Lack of flexibility & developer-reliant

Users building web applications for finance institutions faced challenges in bug detection, often relying on developers for resolutions that could be handled independently. Additionally, transitioning between workspaces for constructing different layers of the web application lacked flexibility, and the existing toolbars hindered quick access to common actions.

Product goal & value
Optimizing efficiency

Smoother development, improve user autonomy and reduce dependence on developers for bug resolution.

Research
Guerrilla research and NNG

I seized the opportunity of having the product users present in the office and conducted guerrilla research. After gathering insights, I delved into a specific study conducted by NNG on complex systems. My goal was to identify solutions that addressed the pain points uncovered during the guerrilla research.

Analysis

My primary goal during this phase was to understand user behavior and discover the most common tasks, commonly referred to as key tasks, within the user journey.

Users most common tasks

Testing several optional solutions

Creating a digital process from scratch

Implementing changes in an existing digital process

Existing competitors insights

I collaborated with the company's marketing team to obtain the information they had already gathered about the product's competitors, including their insights into the advantages and disadvantages of these competitors.

Ideation Phase
Building consensus on feature implementation

Over time, I communicated the research insights during team meetings and in one-on-one sessions with the product manager. The discussions about implementing features extended over several weeks, ultimately leading to the consensus of the majority of the team on the final direction.

Features
Independent Bug Resolution

The first job to be done was to improve the bug alerts area by incorporating a function to locate the bugs, eliminating the need for developers to manually inspect the logs.

Workspace Flexibility

Users frequently navigate between different areas of the platform to perform relevant actions or obtain information to proceed with their tasks. Therefore, we relocated all dashboard options to a sidebar menu to facilitate smoother transitions.

Improve Toolbar Accessibility

In light of research insights, we discovered that some of the most common actions are hidden. Therefore, we decided to make them accessible on the top toolbar without the need to navigate through menus and go through many clicks.

Results
Significant impact across stakeholders

A few weeks after launching the new version, I conducted interviews with relevant internal stakeholders to gather feedback. The work experience of the implementers has improved, and Project Managers have reported noticing more accurate time estimations from the implementers.

Takeaway
Collaboration matters

The collaboration between different teams, including development, implementation, and marketing, played a crucial role in the success of the project. Open communication and collaboration fostered a holistic understanding of the challenges and led to well-informed decision-making.

Let's work Together!

COMPANIES I'VE WORKED WITH
Logo - Jacob Webflow Template