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I helped Bixie to improve current user flow and enhanced user’s experience through revamping the platform
> JAN - FEB 2022 (3 weeks)
High fidelity prototype
UX research with UX artefacts
Bixie is a financial technology company committed to realising financial freedom for women. The company develops A.I. generated applications that support, educate and provide women with the requisite tools to grow their wealth, regardless of their starting point. They provide end-to-end support through the journey, from onboarding to investment. Bixie’s mission is to empower women to know their worth and grow their worth. The project was at its initial stage when we picked up the project. Bixie’s target users are mainly women in developing countries (primarily focused on the Philippine at the initial stage).
To design a mobile application to support women in providing financial literacy
To deliver a personalised goals-setting system
To create a budgeting and expense tracking system
To revamp knowledge centre to provide a better reading experience
To make learning about finance fun
The main focus of the project was to improve the current user’s journey; the aim is to make managing finance easy, fun and user-friendly.
Our priorities are to:
Improve the current user flow of the mobile application
Improve the aesthetic and style of the current MVP
Deliver a personalised goals-setting system
Design a seamless budgeting system
Revamp knowledge centre
Generate gamification ideas
I worked on this project with another UX/UI designer, Nessie Luk. I took on the role of UX Researcher, UX Designer, UI/Visual Designer and Project Leader. I conducted market and user research. I defined the product with deliverables such as competitor mapping and analysis, personas, customer journey map, affinity mapping, user flow and sitemap. I was also responsible for generating solutions, ideating designs, conducting usability tests, and applying revisions.
THE END GOAL
A platform which becomes a financial home for women.
As always, I do secondary research to start off a project. A competitor analysis was conducted to assess competitors in the market. The aim is to see how they design for their targeted users. We looked at existing apps in the market which lie in the area between financial management and health fitness apps. We looked at health fitness apps as we would like to explore how these apps exploit cutting-edge tracking technologies to deliver personalisation suggestions to users.
A stakeholder mapping was performed to map both internal and external parties involving in the company. The more the centre the stakeholder is, the more important people we will be approaching to in the project.
Interviews were conducted with Filipina, the main target users at this stage. The aims of the interviews are:
To understand users’ financial practises
To identify users’ financial knowledge such as investment, insurance, and cryptocurrency etc.
To identify the pain points of existing user flow and look for gaps to improve
After conducting several interviews, personas were made based on our observations and assumptions. The aim is to create reliable and realistic representations of our key audience segments for reference.
Creating personas ultimately answers one of the most important questions, “Who are we designing for?”. As a result, I develop empathy and gain a similar perspective as the end users.
Customer Journey Map
By analysing the data collected from the user interviews and usability test of the current version, we generated lots of useful insights through affinity mapping.
Many domestic helpers use Pacific Ace to transfer money to the Philippines.
Most domestic helpers send more than 50% of there salary back to Philippine every month.
Most domestic helpers use memory or a piece of paper to note down their financial spendings.
Domestic helpers want to have a more convenient way of transferring money to the Philippines because they have to go out of their way to Pacific Ace, but currently, this is the only way.
Domestic helpers want to use a simple way of tracking their financial spendings, because they've been using their own memory and papers, but they haven't found one that is easy to use yet.
Filipina need a way to conveniently track their own spendings because the current memory and paper writing system isn't the most reliable.
Filipina need a way to set financial goals because they want to build a house in the Philippines after they retire.
“When I start saving, I want to have a simple and easy system so that I can keep track on how much I'm saving and spending.”
- Charlene, domestic helper in Hong Kong
User Testing with Bixie's Version
Bixie's user interface when I picked up the project
HOW MIGHT WE...
Ensure users understand how to set financial goals?
Motivate users to keep the practice of tracking expenses?
Gamify the overall experience, so that users are motivated to use the app?
Turn wordy/boring articles into interesting ones, motivating users to learn?
IDEATION & TEST
IDEATION & TEST
Low fidelity wireframes
We performed usability tests and experimented with different UI to see which ones display information more clearly on a gradient background.
New Bixie's user interface
Through user testing, we found out most people were confused about the flow of setting a financial goal, therefore we came up with a new user flow along with clearer UX descriptions. To put it simply, we asked the user how much their total income per month is and what percentage of her salary she would like to contribute to her saving goals. We then direct them to goals creation (if the user has not set any goals previously). Once a goal is created by the user, she can split her total savings and set which goals she would like to contribute to.
Goal Setting system
Financial Tracking System
We realised a financial tracking system was missing. Therefore, we created an expense/income tracking system. In order to enhance the users’ experience, I added a “noting diary” section in which it serves the purpose similar to writing a diary.
Financial tracking system
Majority of our interviews from our user testing mentioned the difficulty of reading the articles in the “Insight” section of the original app. We changed “Insight” as to “Learn” in the footer as it better explain its purposes. We modified the type font and increased the white space between lines with the aim of improving readability.
Evaluation & Conclusion
Result & Outcome
The final MVP was presented to our clients after 3 weeks of work. We came up with a list of follow-up actions and future recommendations for their design team to pick up on our work. Apart from all the UX artefacts and prototype we made, we have also shared our gamification ideas to our clients as our final conclusion.
The feedback we received from them was extremely positive, and we were asked to present once more in front of their internal team. I was also given a job opportunity to work with them permanently.
One of the feedbacks from Bixie internal members:
“Girls, your presentations are impressive.
Thank you so much. Everything is on point! We were literally working on some of the points you mentioned!
Due to severe COVID situations in Hong Kong and the limited time frame, we were unable to conduct face-to-face user interviews and usability test.
If I could do one thing differently, it would definitely be approaching to more Filipina and conduct F2F interviews and usability tests with them. Currently, we only did user interviews with a few Filipina we know, and that has limited our findings. Therefore, for one of the next steps we recommended to Bixie was to do more usability tests to further polish the user flow.
Thank you for reading!
Endorsement from Client
Janice is a very talented individual with great creativity and design skills. She was working with Bixie for a 6-weeks project to explore the possibility to create a design platform for women in financial literacy. She was very thorough with her work, had great ideas, was clear in conducting good user research and feedback. She created for bixie a beautiful user journey that will be used in the product launch. I highly recommended Janice, given her positive and can do attitude, pushing the boundaries and creating something from nothing. I learnt a lot from her in six weeks working closely. She has an amazing energy to bring people together and design with empathy.
Chief Technology Officer @ Bixie - Feb 2022
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