UX Case Study
UX Case Study
A platform for budgeting that helps users track expenses, manage finances, and meet their saving goals.
11 Weeks
July 2024 - September 2024
This is an individual project that allowed me to plan and direct each step of the design thinking process as a UX designer with mobile and web UI design experience.
Users struggle with financial awareness, complexity in managing finances, and ineffective saving strategies.
Develop a user-friendly platform to enhance financial awareness, simplify management, and support goal-oriented saving.
Conduct user research, define the problem, create personas and user journeys, ideate with "How Might We" and Crazy Eights, perform competitive audits, and develop visual designs, wireframes, prototypes, and usability tests.
To understand user needs and pain points for a budgeting platform, I conducted qualitative research methodologies. Qualitative research included user interviews to gather in-depth insights.
There are two types of user research methodologies: qualitative and quantitative research. I chose qualitative research because I had a time constraint.
Users need real-time updates to accurately monitor spending.
Existing apps are overly complex and hard to navigate.
Problems integrating bank accounts lead to incomplete financial data.
As a young professional with ADHD, I want to easily track and manage my expenses so that I can achieve financial stability and meet my savings goals without feeling overwhelmed.
Nikita is a young HR professional who needs an intuitive, real-time budgeting tool because standard apps do not cater to her ADHD-related challenges, making it difficult for her to manage her finances effectively.
Our budgeting platform will let users easily track expenses, manage finances, and set personalized savings goals, which will affect young professionals like Nikita Dubey by providing an intuitive, ADHD-friendly solution that simplifies financial management. We will measure effectiveness by tracking user retention, goal achievement rates, and user satisfaction scores.
Introduce a gamification layer within the app that rewards users with points or badges for daily log-ins, tracking expenses, and staying under budget. These rewards could be visualized through a leaderboard among friends or similar demographic groups, creating a supportive and competitive environment.
Redesign the financial overview interface to mimic the engaging and familiar layout of social media feeds. Use cards for different categories of expenses, swipe gestures for easy navigation and interactive infographics to display spending trends and savings progress.
Develop an AI-driven assistant within the app that automatically categorizes expenses and suggests budgets based on historical spending. This reduces the cognitive load by minimizing the amount of manual input required from the user, making the process seamless and less intimidating.
Unmoderated Usability Study
5
Remote
15-20 minutes
Adding an item seems to have several steps. Dividing into sections and adding stepper components can help to create a seamless flow experience on this task.
Users struggled to identify the selected item on the survey screen. Improved depth perception can help users differentiate their selection.
Many users found the "Budget and Goal" section confusing because it is not clearly separated. This indicates that this section is not easily accessible or obvious enough.
Based on insights from the usability studies, I applied design changes. These include adding more shadows to the selected option and the “skip for now” button.
When choosing a color palette, I made sure my primary colors met WCAG AA Compliance before building out the UI for each screen.
I implemented a text hierarchy throughout the app. This helps users to distinguish the different sections and information on the screen.
Ensuring buttons and interactive elements are large enough to be easily tapped, particularly for users with motor impairments.
The Dhanpath app simplifies personal finance for first-time budgeters by offering an intuitive budgeting experience. It aims to cater to both novice and seasoned budgeters, leading to a 30% increase in first-time savings. The user-centric design ensures financial literacy and empowers users to take control of their financial future with ease.
As a UX designer working on a Fintech platform, I have gained valuable insights and knowledge through the design process. Some of the key things I have learned include:
Understanding user needs
Importance of simplicity
Accessibility considerations
User Feedback
Obtain UX/UI feedback from designers with more experience in the field to improve the overall design and functionality.
Create a cross-platform responsive design. The goal is to build the same experience for all users, no matter what type of device they are using.
Feedback, suggestions, and collaborations are welcome!