For the design team it was really important to understand how people operate their businesses, what challenges they face on a daily basis, how they were currently handling business finances, which tools do they use and how satisfied users were with those solutions. To learn about this we ran a series of research studies both qualitative and quantitative to find out what were our clients needs where we identify the main problems business owners face
To define our product functionality we lay down the customer life cycle to map every opportunity area and synthesize all the key insights, this helped us to narrow the scope and prioritize what to include in the first version of the app to meet both users and business needs.
To have a more structured definition we defined the information architecture to define the functionalities and how they interact with each other, this also helped us estimate the design work and to split the work between the members of the design team.
I started solving some of the user flows using low fidelity wireframing which allowed me to map all the components we would use in the future
To be able to solve all the user flows I started by establishing design principles and create a set of universal components that were scalable, reusable and in line with brand values, that helped us solve user flows easier and faster. Design components were adjusted along the way.
Three main sections: Payments / Dashboard / Cards
Card management and digital card creation
Profile section / Transaction list / Transaction detail
Oyster products Line of credit / Instant credit / Credit card
Dark mode option
As we were designing the different flows we built prototypes for testing using figma, this test allowed us to see how were the expectations from customers for a product like this, but also to find usability issues and areas of opportunity. We use maze tool for quick unmoderated test, and lookback for moderated test.
Since I've been creating this product from scratch, we've been constantly fixing stuff and improving it, here are some learnings