Industry
FinTech Industry
FinTech Industry
FinTech Industry
FinTech Industry
FinTech Industry
My Role
UX/UI Design
UX/UI Design
UX/UI Design
UX/UI Design
UX/UI Design
Project Duration
3 Months
3 Months
3 Months
3 Months
3 Months
Key Responsibilities
• Conducted in-depth market research to identify financial management challenges in multi-currency businesses. • Designed and optimized user workflows for efficient transaction tracking, multi-currency management, and invoice processing.
• Conducted in-depth market research to identify financial management challenges in multi-currency businesses. • Designed and optimized user workflows for efficient transaction tracking, multi-currency management, and invoice processing.
• Conducted in-depth market research to identify financial management challenges in multi-currency businesses. • Designed and optimized user workflows for efficient transaction tracking, multi-currency management, and invoice processing.
• Conducted in-depth market research to identify financial management challenges in multi-currency businesses. • Designed and optimized user workflows for efficient transaction tracking, multi-currency management, and invoice processing.
• Conducted in-depth market research to identify financial management challenges in multi-currency businesses. • Designed and optimized user workflows for efficient transaction tracking, multi-currency management, and invoice processing.
Ledger: Business-Focused Financial Platform
Ledger: Business-Focused Financial Platform
Ledger: Business-Focused Financial Platform
Ledger: Business-Focused Financial Platform
Ledger: Business-Focused Financial Platform
Ledger: Business-Focused Financial Platform
Ledger: Business-Focused Financial Platform
Ledger: Business-Focused Financial Platform
Introduction
Introduction
Introduction
Visual Data Representation: Enhancing Financial Insights
I took a challenge of creating Ledger, a financial management dashboard that acts as a centralized hub for businesses navigating the complexities of multiple accounts and currencies by offering key financial metrics at a glance. The main focus of this project was on market research, information architecture, data visualization and design consistency.
Introduction
Visual Data Representation: Enhancing Financial Insights
I took a challenge of creating Ledger, a financial management dashboard that acts as a centralized hub for businesses navigating the complexities of multiple accounts and currencies by offering key financial metrics at a glance. The main focus of this project was on market research, information architecture, data visualization and design consistency.
Introduction
Visual Data Representation: Enhancing Financial Insights
I took a challenge of creating Ledger, a financial management dashboard that acts as a centralized hub for businesses navigating the complexities of multiple accounts and currencies by offering key financial metrics at a glance. The main focus of this project was on market research, information architecture, data visualization and design consistency.
Introduction
Visual Data Representation: Enhancing Financial Insights
I took a challenge of creating Ledger, a financial management dashboard that acts as a centralized hub for businesses navigating the complexities of multiple accounts and currencies by offering key financial metrics at a glance. The main focus of this project was on market research, information architecture, data visualization and design consistency.
Introduction
Visual Data Representation: Enhancing Financial Insights
I took a challenge of creating Ledger, a financial management dashboard that acts as a centralized hub for businesses navigating the complexities of multiple accounts and currencies by offering key financial metrics at a glance. The main focus of this project was on market research, information architecture, data visualization and design consistency.
Project Overview
Project Overview
Project Overview
User Needs and Financial Oversight
Businesses today face significant challenges managing multiple accounts, currencies and coordinating transactions, often leading to unwanted errors in management. My key goal was to create a unified platform that provides a clear, real-time financial overview while ensuring an intuitive and user-friendly experience.
Methodology
Methodology
Methodology
Double Diamond Method
I chose the Double Diamond framework to guide my design process. I began by analyzing the current market landscape, competitors, and identifying user needs and pain points. This was followed by defining the core problems and developing potential solutions, which through multiple iterations led to a design concept that meets user expectations.
Market Analysis
Market Analysis
Market Analysis
Identifying Market Gaps in Financial Management
In order to address key issues in financial management, I conducted a research into industry challenges within the current market landscape and gathered data-driven insights to inform the design process.
Insights: • 73% of businesses struggle with financial reporting tools. • 63% of businesses face challenges with real-time financial data. • 67% of companies experience frequent errors in invoice management. • 45% of organizations use outdated software for financial oversight. • $3 trillion global financial management market, growing 11.3% annually.
Competitive Analysis
Competitive Analysis
Competitive Analysis
Exploring Market Competitors
I gathered insights on competitors' market positioning, concentrating on their strengths, weaknesses, market gaps, and unique value propositions to inform the development of my product.
Insights: • Frustration arises from the lack of seamless management across accounts and currencies. • Users want a single platform for efficient expense and income tracking. • Users struggle with a lack of clarity in managing invoice statuses. • Users encounter complexity from unclear methods for viewing transactions.
Affinity Diagram
Affinity Diagram
Affinity Diagram
Thematic Insights: Collecting and Grouping User Patterns
After gathering all insights, I identified common patterns and grouped them into themes to make informed design decisions for Ledger. Insights: • Users desire clear, intuitive and unified dashboard that provides real-time data and quick access to financial insights. • Businesses prefer platforms that support multi-currency transactions. • Visual data representation, such as graphs and charts, helps users quickly understand financial trends and performance. • Users prioritize customization options that let them filter, organize, and personalize their financial views.
After gathering all insights, I identified common patterns and grouped them into themes to make informed design decisions for Ledger. Insights: • Users desire clear, intuitive and unified dashboard that provides real-time data and quick access to financial insights. • Businesses prefer platforms that support multi-currency transactions. • Visual data representation, such as graphs and charts, helps users quickly understand financial trends and performance. • Users prioritize customization options that let them filter, organize, and personalize their financial views.
After gathering all insights, I identified common patterns and grouped them into themes to make informed design decisions for Ledger. Insights: • Users desire clear, intuitive and unified dashboard that provides real-time data and quick access to financial insights. • Businesses prefer platforms that support multi-currency transactions. • Visual data representation, such as graphs and charts, helps users quickly understand financial trends and performance. • Users prioritize customization options that let them filter, organize, and personalize their financial views.
Affinity Diagram
Thematic Insights: Collecting and Grouping User Patterns
After gathering all insights, I identified common patterns and grouped them into themes to make informed design decisions for Ledger. Insights: • Users desire clear, intuitive and unified dashboard that provides real-time data and quick access to financial insights. • Businesses prefer platforms that support multi-currency transactions. • Visual data representation, such as graphs and charts, helps users quickly understand financial trends and performance. • Users prioritize customization options that let them filter, organize, and personalize their financial views.
Affinity Diagram
Thematic Insights: Collecting and Grouping User Patterns
After gathering all insights, I identified common patterns and grouped them into themes to make informed design decisions for Ledger. Insights: • Users desire clear, intuitive and unified dashboard that provides real-time data and quick access to financial insights. • Businesses prefer platforms that support multi-currency transactions. • Visual data representation, such as graphs and charts, helps users quickly understand financial trends and performance. • Users prioritize customization options that let them filter, organize, and personalize their financial views.
Affinity Diagram
Thematic Insights: Collecting and Grouping User Patterns
After gathering all insights, I identified common patterns and grouped them into themes to make informed design decisions for Ledger. Insights: • Users desire clear, intuitive and unified dashboard that provides real-time data and quick access to financial insights. • Businesses prefer platforms that support multi-currency transactions. • Visual data representation, such as graphs and charts, helps users quickly understand financial trends and performance. • Users prioritize customization options that let them filter, organize, and personalize their financial views.
Affinity Diagram
Thematic Insights: Collecting and Grouping User Patterns
After gathering all insights, I identified common patterns and grouped them into themes to make informed design decisions for Ledger. Insights: • Users desire clear, intuitive and unified dashboard that provides real-time data and quick access to financial insights. • Businesses prefer platforms that support multi-currency transactions. • Visual data representation, such as graphs and charts, helps users quickly understand financial trends and performance. • Users prioritize customization options that let them filter, organize, and personalize their financial views.
User Persona
User Persona
User Persona
Defining the Target Audience
Defining the Target Audience
Defining the Target Audience
Name: Carla Garcia Age: 32 Location: Barcelona, Spain Occupation: Small business owner Bio: Carla runs a growing e-commerce business that sells custom-made furniture internationally. As her business expands, she's finding it harder to manage finances across multiple currencies and accounts. Carla handles invoicing, expense tracking, and budgeting on her own, but struggles with the inefficiencies of using various financial tools. She wants a solution that streamlines her financial oversight, so she can focus on scaling her business.
Name: Carla Garcia Age: 32 Location: Barcelona, Spain Occupation: Small business owner Bio: Carla runs a growing e-commerce business that sells custom-made furniture internationally. As her business expands, she's finding it harder to manage finances across multiple currencies and accounts. Carla handles invoicing, expense tracking, and budgeting on her own, but struggles with the inefficiencies of using various financial tools. She wants a solution that streamlines her financial oversight, so she can focus on scaling her business.
Name: Carla Garcia Age: 32 Location: Barcelona, Spain Occupation: Small business owner Bio: Carla runs a growing e-commerce business that sells custom-made furniture internationally. As her business expands, she's finding it harder to manage finances across multiple currencies and accounts. Carla handles invoicing, expense tracking, and budgeting on her own, but struggles with the inefficiencies of using various financial tools. She wants a solution that streamlines her financial oversight, so she can focus on scaling her business.
Core needs and goals: • Consolidate all financial data in one platform for easy access. • Manage multi-currency transactions without manual calculations. • Track invoices by status (paid, overdue, draft) efficiently. • Get real-time insights into cash flow to make quick business decisions. Pain Points: • Time-consuming process of reconciling multiple accounts manually. • Lack of clear, real-time financial insights. • Struggles with tracking invoices, leading to late payments or confusion. • Inefficient navigation through multiple financial tools.
Core needs and goals: • Consolidate all financial data in one platform for easy access. • Manage multi-currency transactions without manual calculations. • Track invoices by status (paid, overdue, draft) efficiently. • Get real-time insights into cash flow to make quick business decisions. Pain Points: • Time-consuming process of reconciling multiple accounts manually. • Lack of clear, real-time financial insights. • Struggles with tracking invoices, leading to late payments or confusion. • Inefficient navigation through multiple financial tools.
Core needs and goals: • Consolidate all financial data in one platform for easy access. • Manage multi-currency transactions without manual calculations. • Track invoices by status (paid, overdue, draft) efficiently. • Get real-time insights into cash flow to make quick business decisions. Pain Points: • Time-consuming process of reconciling multiple accounts manually. • Lack of clear, real-time financial insights. • Struggles with tracking invoices, leading to late payments or confusion. • Inefficient navigation through multiple financial tools.
Problem Statement
Problem Statement
Problem Statement
Defining Key Challenges for Potential Solutions
Carla, a small business owner, needs a unified financial management platform to simplify managing multiple accounts, currencies, and transactions. Her current methods are time-consuming and frustrating, lacking real-time insights and an intuitive experience.
Brainstorming and Ideation
Brainstorming and Ideation
Brainstorming and Ideation
Mind Map
The Mind Map method allowed me to visually explore and organize potential solutions based on user concerns. By mapping out key pain points and ideas, I was able to establish a clear foundation for the next phases of the design process, ensuring the solutions addressed users' needs effectively.
The Mind Map method allowed me to visually explore and organize potential solutions based on user concerns. By mapping out key pain points and ideas, I was able to establish a clear foundation for the next phases of the design process, ensuring the solutions addressed users' needs effectively.
The Mind Map method allowed me to visually explore and organize potential solutions based on user concerns. By mapping out key pain points and ideas, I was able to establish a clear foundation for the next phases of the design process, ensuring the solutions addressed users' needs effectively.
Brainstorming and Ideation
Mind Map
The Mind Map method allowed me to visually explore and organize potential solutions based on user concerns. By mapping out key pain points and ideas, I was able to establish a clear foundation for the next phases of the design process, ensuring the solutions addressed users' needs effectively.
Brainstorming and Ideation
Mind Map
The Mind Map method allowed me to visually explore and organize potential solutions based on user concerns. By mapping out key pain points and ideas, I was able to establish a clear foundation for the next phases of the design process, ensuring the solutions addressed users' needs effectively.
Brainstorming and Ideation
Mind Map
The Mind Map method allowed me to visually explore and organize potential solutions based on user concerns. By mapping out key pain points and ideas, I was able to establish a clear foundation for the next phases of the design process, ensuring the solutions addressed users' needs effectively.
Brainstorming and Ideation
Mind Map
The Mind Map method allowed me to visually explore and organize potential solutions based on user concerns. By mapping out key pain points and ideas, I was able to establish a clear foundation for the next phases of the design process, ensuring the solutions addressed users' needs effectively.
Generating Concepts
Generating Concepts
Generating Concepts
Concept Development
Concept Development
Concept Development
Ledger is a comprehensive financial platform designed to streamline invoicing, online payments, and accounting for small to medium-sized businesses. By prioritizing user-friendly design, efficiency, and visual appeal, Ledger empowers business owners to focus on growth, free from the complexities of financial management.
Ledger is a comprehensive financial platform designed to streamline invoicing, online payments, and accounting for small to medium-sized businesses. By prioritizing user-friendly design, efficiency, and visual appeal, Ledger empowers business owners to focus on growth, free from the complexities of financial management.
Ledger is a comprehensive financial platform designed to streamline invoicing, online payments, and accounting for small to medium-sized businesses. By prioritizing user-friendly design, efficiency, and visual appeal, Ledger empowers business owners to focus on growth, free from the complexities of financial management.
Wireframes
Wireframes
Wireframes
Wireframe Development
Wireframe Development
Wireframe Development
After finalizing the product concept, I began sketching low-fidelity wireframes for each key screen of Ledger. The goal was to focus on layout, user flow, and the core functionalities while ensuring an intuitive navigation experience. These wireframes were the foundation for future iterations, integrating key feedback to enhance and optimize the user interface.
After finalizing the product concept, I began sketching low-fidelity wireframes for each key screen of Ledger. The goal was to focus on layout, user flow, and the core functionalities while ensuring an intuitive navigation experience. These wireframes were the foundation for future iterations, integrating key feedback to enhance and optimize the user interface.
After finalizing the product concept, I began sketching low-fidelity wireframes for each key screen of Ledger. The goal was to focus on layout, user flow, and the core functionalities while ensuring an intuitive navigation experience. These wireframes were the foundation for future iterations, integrating key feedback to enhance and optimize the user interface.
High-Fidelity Prototypes
High-Fidelity Prototypes
High-Fidelity Prototypes
Final User Interface
Final User Interface
Final User Interface
After refining the design through multiple iterations, I developed the final interface for Ledger. These high-fidelity prototypes reflect the platform's core functionality and visual design. The final interface ensures a user-friendly experience, with streamlined workflows, intuitive navigation, and all the essential features needed for efficient financial management, making it ready for development and real-world use.
After refining the design through multiple iterations, I developed the final interface for Ledger. These high-fidelity prototypes reflect the platform's core functionality and visual design. The final interface ensures a user-friendly experience, with streamlined workflows, intuitive navigation, and all the essential features needed for efficient financial management, making it ready for development and real-world use.
After refining the design through multiple iterations, I developed the final interface for Ledger. These high-fidelity prototypes reflect the platform's core functionality and visual design. The final interface ensures a user-friendly experience, with streamlined workflows, intuitive navigation, and all the essential features needed for efficient financial management, making it ready for development and real-world use.
1. Financial Dashboard
1. Financial Dashboard
1. Financial Dashboard
Key Features: • Total Balance Overview: Consolidated account balance with percentage change badge for quick financial assessment. • Accounts: Lists multiple business accounts in respective currencies for seamless management. • Expenses Overview: Summary of expenses with time filter to identify spending trends. • Recent Transactions: Quick access to recent transactions with amounts and dates for immediate visibility. • Graphical Insights: Interactive graphs visualizing income and expenses with hover functionality for detailed insights.
Key Features: • Total Balance Overview: Consolidated account balance with percentage change badge for quick financial assessment. • Accounts: Lists multiple business accounts in respective currencies for seamless management. • Expenses Overview: Summary of expenses with time filter to identify spending trends. • Recent Transactions: Quick access to recent transactions with amounts and dates for immediate visibility. • Graphical Insights: Interactive graphs visualizing income and expenses with hover functionality for detailed insights.
Key Features: • Total Balance Overview: Consolidated account balance with percentage change badge for quick financial assessment. • Accounts: Lists multiple business accounts in respective currencies for seamless management. • Expenses Overview: Summary of expenses with time filter to identify spending trends. • Recent Transactions: Quick access to recent transactions with amounts and dates for immediate visibility. • Graphical Insights: Interactive graphs visualizing income and expenses with hover functionality for detailed insights.
2. Invoice Management
2. Invoice Management
2. Invoice Management
Key Features: • Invoice Summary: Comprehensive overview with filtering options for efficient invoice tracking. • Invoice Status Badges: Visual categorization of invoices by status for quick assessment. • Search and Export Options: Easy search functionality and export buttons for record maintenance. • Invoice List: Detailed list of invoices with essential data for streamlined management.
Key Features: • Invoice Summary: Comprehensive overview with filtering options for efficient invoice tracking. • Invoice Status Badges: Visual categorization of invoices by status for quick assessment. • Search and Export Options: Easy search functionality and export buttons for record maintenance. • Invoice List: Detailed list of invoices with essential data for streamlined management.
Key Features: • Invoice Summary: Comprehensive overview with filtering options for efficient invoice tracking. • Invoice Status Badges: Visual categorization of invoices by status for quick assessment. • Search and Export Options: Easy search functionality and export buttons for record maintenance. • Invoice List: Detailed list of invoices with essential data for streamlined management.
3. Transaction Activity
3. Transaction Activity
3. Transaction Activity
Key Features: • Activity Breakdown: Recent transactions displayed with custom date filter for flexible tracking. • Status Badges: Clear counts of transaction types for quick identification of financial interactions. • Search and Filter: Robust search bar and filtering options for detailed transaction analysis. • Transaction List: Comprehensive details on transactions, including methods and statuses for informed decision-making.
Key Features: • Activity Breakdown: Recent transactions displayed with custom date filter for flexible tracking. • Status Badges: Clear counts of transaction types for quick identification of financial interactions. • Search and Filter: Robust search bar and filtering options for detailed transaction analysis. • Transaction List: Comprehensive details on transactions, including methods and statuses for informed decision-making.
Key Features: • Activity Breakdown: Recent transactions displayed with custom date filter for flexible tracking. • Status Badges: Clear counts of transaction types for quick identification of financial interactions. • Search and Filter: Robust search bar and filtering options for detailed transaction analysis. • Transaction List: Comprehensive details on transactions, including methods and statuses for informed decision-making.
