I first conducted 24 competitor audit to better understand the market and 14 user interviews about how do founders currently manage their finance especially the cash flow. Then I asked them to do a card sort exercise- sort the information from most important to least important if they want to know about their cash flow on a daily basis. Besides that, I also consulted with financial expert in our team.

Some Insights

of users have no financial background and they  regularly struggle with cash flow

of users have been kept up at night by concerns about when to pay AP and when to collect AR

of users check their cash flow on a daily or weekly basis

‍I conducted a comprehensive competitive audit of 24 similar products to understand the business, product, and design tactics used by other companies in solving the problem of tracking Cashflow/ Account Payables/ Account Receivables.

‍I created this simplified user flow first to highlight the key user behavior during the process after synthesis all the research data.

Based on different use cases, I defined four key problems and came up with the design challenge for each problem.

Enable users to explore meaningful bites of data and visualization with efficient layouts and workflows.

To ensure a comprehensive and seamless product experience, I coined seven major "Experience Pillars." Each Pillar describes a key step in the user's journey from discovering the product, using the product, and realizing value from the product. Breaking the product and experience down into segments also made it easier to:
● Break down the design process into approachable steps
● Communicate and influence cross-functional stakeholders

You can easily switch your calendar between different types of Calendar Views. But there are different mindset when users see these two views:

Experience Flows

For each of the seven "Experience Pillars" above, I created experience flows. I brought these flows into design critiques to explore how effective they solved user needs.

Information Architecture

After consolidate the key steps. With the design focuses, I started designing from info architectures. I tried to organize the information with intuitive logics to provide easy and understandable hierarchy for users. For example: I designed the layout from high level to actionable. from general to detail, from top content to additional exploration. Grouped information into categories.

Now came the fun part of problem-solving ✏️ + 💻 ! Here I’d love to share my design, research findings, and our reflection through these 4 Design Challenges. 🤔