Dylan - Plan and Track Finances












Overview

App Name Dylan

Context First UX design project, under the tutelage of Jason Early from General Assembly UX Design Circuit

Brief Adrian approached me with an insight he wanted a digital solution to: "Why are we collecting paper receipts to claim business expenses, when everybody is paying digitally with WeChat Pay and AliPay [in China] ?"

Goal Develop an insight into a product

Users are in their early 20s trying to gain financial confidence

Constraints 6 weeks, and no budget

Deliverables Onboarding process and a few screens at a higher fidelity

Key Skills data visualization, storyboarding, wireframing, and user testing to validate design elements.


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Companies that seek to bring clarity to how we are spending or saving

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Realizing that problem - solution - value are different parts that need addressing. A solution needs to be applied in order to add value.

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Brainstorming ways of representing information, and experimenting with both abstract and literal ways

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Responding to interviews and refining the brief for the diagrams

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Tone: friendly and personal. In retrospect, perhaps the first or last art style in the second row would be more appropriate. A darker palette gives the brand more weight.

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Tone: friendly and personal. The chosen font combination provides enough contrast and the right balance of quirkyness.

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Requesting as little information as possible and beginning the app experience as soon as possible. All the orientation elements are optional after the 3rd slide.

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  1. Pay as usual
  2. Group with native pop-ups
  3. Review spending in each category, with the option to add income and expenses manually
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  1. Add your financial goals
  2. Consider the amount you need to put aside to achieve a goal within a desired timeframe
  3. Save and the app will visualize how your money is allocated (without making bank transfers)
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Given the speculative nature of the project, with 0 budget, it is designed based on the waterfall project management methodology. This means having separate design and execution phases. I would much prefer an agile methodology if time allows, launching and testing smaller components before committing to a complete product. In retrospect, there needs to be a lot more care towards accessibility concerns, and edge cases. Nevertheless it seems like a solid first attempt at UX design.

About me


Hi, I'm Marvin, a UX designer from Parsons School of Design!

I enjoy data-driven design immensely. As a UX consultant for Miro Ai previously, I leveraged quantitative and qualitative research to redesign their 2 million USD website.

In my free time, I like to cook or watch cartoons. I'll never say no to dogs or cool furniture catalogues :) Also, I have a mini-tree in my apartment called Rigby. Check out the bizarre books I'm reading this month.

Get in touch, or see CV