DoughRise

CONTEXT

I worked at DoughRise, a Fintech startup, aimed at improving people's personal finance by simplifying money management, with a smooth user experience. In order for users to take control of their finances and achieve financial success effortlessly. I was in charge with the web design of the website and application.

RESEARCH

Before starting any design work, the first task was to understand the competitor space that DoughRise was in, alongside analogous products that had parallels that were potentially applicable for new ideas and directions. I began to map out this space in Figma before selecting the products that most warrented a deep dive.
Competitor Landscape mapping

Through each in-depth exploration, we honed in on crucial insights and distinguishing factors that held significance for our team. Grasping the unique attributes that define a product's market suitability and the specific demographics it targets provided us with a comprehensive outlook in this domain. After concluding each deep dive, we compiled all the findings onto a Figma board to create a comprehensive overview.

Following that, we conducted a workshop to extract the essential insights collectively among the team, which proved immensely valuable. I frequently consulted these insights during the ideation phase.

Subsequently, we initiated the process of consolidating our research into various thematic elements that could serve as the foundation for our value proposition. Employing a preliminary "Jobs To Be Done" framework, we focused on discerning user needs and motivations, ultimately creating a range of potential value proposition avenues for validation. In tandem with this effort, we conducted extensive user research, involving interviews with 20 individuals to gain qualitative insights into their money management practices. We extracted pivotal insights from these interviews and then conducted an affinity mapping session to categorize and organize these insights into thematic clusters.

Breakdown of different approches with associated Jobs To Be Done

The last step in this process involved a collaborative workshop that brought together team members from different areas, including product, design, ownership, and engineering. During this workshop, we examined all the information, patterns, and directions we had explored up to that point. We then condensed these findings into a final collection of value propositions that needed validation. To achieve this, we distributed a comprehensive survey to various audience segments, asking them to rate which direction appealed to them the most. It is crucial to get this right and have a clear understanding of what will set DoughRise apart, as it is vital for the ongoing success of our project.

Dashboard

Adding a Dashboard was a central pillar for our product. Being the main page a new and returning user would see first. The objective was to display the budget, transactions, visual aids, menu switching, without overloading the user with information.

Categories

By incorporating a feature that enables users to view their expenditures categorized in the home menu, it greatly enhanced users' ability to readily access their desired information. Moreover, it introduced a convenient shortcut for swiftly editing transactions using the price-adjustment arrow, offering users a rapid means of transaction modification when needed.

Creating a Budget

Creating a budget is one of the most important features in the app.

Drawing from insights synthesized from 20 interviews, we discerned that users were keen on methods for managing their budgets, encompassing fixed expenses and repeatable expenditures.
The Create a budget flow
We conducted an extensive examination of user feedback and analytics pertaining to the 'Create a Budget' flow, and it was well-received by our users.

Analytics

This sections offers users a comprehensive view of their financial trends and analytics. We aimed to provide a one-stop solution for users to effortlessly track their spending patterns. This intuitive interface allows users to explore various facets of their financial data, including previous months' performance, detailed transaction history, insights into over-spending and under-spending categories, and overarching spending trends.
By consolidating all these elements into a single, easily accessible section, we empower users with the tools and insights they need to make informed financial decisions. This all-in-one approach simplifies the process of analyzing their financial health, promoting financial awareness and facilitating better financial management. We're committed to helping users achieve their financial goals while minimizing the stress and uncertainty often associated with money management.

Community

In developing the community section of DoughRise, our aim was to create a vibrant space where users can engage in discussions about a wide range of financial topics. We recognize that learning from the experiences and insights of others can be invaluable in building financial literacy and making sound financial decisions.

Our research indicated that users expressed a strong desire to connect with individuals who share a similar financial state or are more financially experienced. By fostering a collaborative environment where users can openly discuss management strategies, financial planning, credit card tips, and other relevant subjects, we address this need.

Within this community, users have the opportunity to learn from each other, share success stories, and seek advice, creating a supportive network that promotes financial growth and empowerment. It's not just about managing money; it's about empowering our users to take control of their financial futures and reach their financial goals with the support of a like-minded community.

CONCLUSION

Working on the DoughRise project has been an incredibly enriching experience, one that has not only allowed me to contribute to the creation of a user-friendly financial management solution but has also profoundly influenced my growth as a UX professional.

Collaborating with a talented and dedicated team has been both inspiring and enlightening. Together, we have harnessed the power of design to address complex challenges and enhance the financial well-being of our users. As I move forward, I'm excited about the endless possibilities in the world of UX, and I am committed to using the knowledge and insights gained from this project to create more meaningful, intuitive, and empowering user experiences. This journey has just begun, and I'm eager to continue learning, innovating, and making a positive impact on users' lives through exceptional design.