Findity
Expense management App

Findity provides a software that help employees manage and report company expenses. The service is provided as a white lable solution meaning that companies that buys the software can customize and brand it as their own.

As part of a school project for Hyper Island we were asked to help simplify the user flow of the mobile app and suggest a new updated look and feel to the interface.

Time 4 weeks

Role UX Design

Tools Figma

The Challenge
Simplify the experience for first time users

Findity have around 200.000 users, and with an increase of about 5% new users every month they are growing rapidly. 

With this insight we decided our target group for this project would be first time users of the app.

The app has three main functions for handling expenses: Travel allowance, Report mileage & automatic scanning receipts. The latter being the most frequently used function.

Skärmavbild-2020-11-23-kl.-21.03.03

Our process
Finding the friction points

Our first impression of the current app was quite confusing. It was hard to grasp what tasks you could perform and which steps you had to take to complete them. 

In order to test our assumption that the app was confusing for first time users we asked a test group to perform the most common task of scanning a receipt.

Insights

"The landing page doesn't look like a landing page, there's too much too much options"

"There is so much text and it´s so small and it´s hard to read"

"I would like to see the fields I've missed in red or something instead of getting a pop-up message. That got me a bit stresssed"

"I have to search to find the menu"

"Maybe new users can have a session where they can see what you can do in this app"

"Don't know where in the process I'm at"

Solution

onboarding

We added an onboarding page to show the first time users what the app can do. 

We updated the landing page to clearly show an overview of the different functions, we also added a bottom menu for easy access to the three main functions.

userflow

Based on our insights we proposed a new flow of scanning and checking a receipt before sending it in.

amex

Since a majority of the users of Findity will experience the app with their own companys branding it was important to show how it might be customized. 

Reflection
What did i learn?

This was a perfect project to get into the processes of UX design, the service had a lot of different touchpoints and user flows in a complex system of stakeholders. Given that we had such a short timeframe it was important for us to figure what improvements would have the biggest impact for our target group. We spent about 3 weeks doing interviews and prototyping in order to narrow down our scope and the last week to create the deliverables.

If I would redo this project again I would probably spend less time polishing the prototypes before testing them, I learned that the more visual information the prototypes contain, the more likely it is that you will get feedback on things that are not relevant. It would've also allowed us more time for testing, we thought that one week to create deliveries would be tight, but actually I think we could've done it in half that time.