Cohesive Experience

• Drop down to improve discoverability of unique features.

• Improved navigation

First User Problem: Improved Onboarding Experience

• Dropdown function vs. Folder function to organize homescreen

• Ghost buttons vs. Regular colored buttons during onboarding

• Swipe to pay/request vs. Tap to pay/request

Lessons & Learnings:

The primary change we made was the introduction of a dropdown menu that provides users with a convenient way to navigate between essential components within Finance such as wallet management, account details, payments, and cryptocurrency-related functionalities. This dropdown menu revolutionizes the layout of the finance section and serves as a versatile template that can be applied across all other sections of the application for consistent and intuitive navigation.

Third Design Iteration: Settings

We strived for transparency, ensuring that users have a clear understanding of the implications of their choices when granting or revoking permissions. Providing clear instructions and a simple yet intuitive interface will help users make informed decisions about sharing their data and managing access by various institutions.

Final Designs:

Testing and KPI’s:

We began our research with a competitive analysis. We analyzed direct and indirect competitors to see how other companies were solving similar problems, as well as gain a better understanding of our target audience’s goals, needs, and frustrations.

After the competitive analysis, we conducted an audit of the current experience and added comments on what we liked, disliked, what we would change, and what we would keep the same.

Key Insights:

• Keep a sense of organization and uniform throughout the entire application will build trust with users.

• Users are sensitive about their data.

• Make sure users understand and buy into your mission.

• Adoption of products like this will take time, and that’s okay.

Goals:

Once we had a full understanding of the current user problems and learned how adjacent competitors were solving similar issues, we outlined 3 goals to guide our design process. Outlining our goals prior to diving into our designs would help keep us on strategy and ensure that our creative solutions align with our intended objectives.

• Refresh the onboarding experience that will allow users to create their profile and gain access to the full capabilities of the application.

• Redesign the home screen and finance flow to increase discoverability of unique features.

• Redesign the Settings and Privacy and Permissions flow that will allow users to quickly and efficiently adjust their data privacy settings.

During our audit of the current user experience, the first thing that caught our attention was the inconsistencies within the onboarding process. It appeared that the previous team that developed this flow did not use a consistent design system and style guide. This led to unfamiliar color schemes, text boxes, and buttons.

To improve the overall user experience, our focus was on streamlining the onboarding process and establishing a cohesive design system that can be implemented across the entire application. By simplifying the onboarding instructions and developing a comprehensive design system, we aim to enhance usability, consistency, and familiarity for users.

To gain access to the wide range of features available in this application, including wallet management, financial tools, and medical records, users are required to upload a valid government ID. Our goal is to maximize user participation by encouraging individuals to upload their IDs and unlock these essential features. To achieve this, we have incorporated the "ID Document Upload" as a crucial step within the onboarding process, while also providing an option for users to skip this step if they prefer to upload their ID at a later time.

Second User Problem: Improved Home Screen and Finance Functionality

At the end of this partnership with Shoptaki, I am confident that the work we did will benefit their company and help bring this product to market. Working on a product that crosses over into so many industries has been such a valuable learning experience for me. Industries like finance and healthcare are so heavily regulated which is something that designers must keep in mind when solving user problems.

Additionally, working with other team members with unique backgrounds and skillsets was helpful and eye-opening to me as a UX designer. Throughout the entire process, we made sure to collaborate and ask each other questions when we felt stuck or needed to see something through a different lens. We made sure to have multiple touch-points throughout the week to ensure we came prepared to every client call.

Overall, I am very thankful for this experience and look forward to keeping an eye on the future development of Shoptaki and Smart ID.

We implemented several significant enhancements to the home screen with the goal of improving its overall functionality. These additions include a bottom navigation bar, a search function, and an improved spacing and information hierarchy. These features work together to provide users with efficient navigation, quick access to important areas, and a visually balanced interface.

One of the notable improvements is the introduction of a bottom navigation bar. This persistent navigation element appears at the bottom of the screen, offering users easy and intuitive access to essential features within the application. The inclusion of prominent icons for Home, Notifications, and Settings allows users to swiftly jump to these key sections from any screen, ensuring efficient navigation and reducing the number of steps required to reach important functions.

The search feature empowers users to quickly find what they are looking for by simply entering relevant keywords or phrases. Whether users are searching for specific functionality like "credit cards" or "health records," the search function provides a convenient and efficient way to access desired information or perform specific tasks within the application.

By strategically increasing spacing between buttons and elements, we create a sense of visual clarity and organization. The introduction of ample white space helps to reduce visual clutter and allows each element to breathe, resulting in a more visually balanced and less overwhelming interface. This improved spacing contributes to a more relaxed and comfortable viewing experience for users, enabling them to quickly locate and interact with the desired features.

Although we were only working with Shoptaki and on this product for one month and needed to focus our attention on design, we also wanted to provide the client with a testing roadmap and lay out some Key Performance Indicators for when this product goes to market. A sophisticated product like this will require continuous rounds of testing to create the best experience for its users. Below are a few testing scenarios, KPI’s, and questions to ask users during usability tests:

AB Tests: