Personal Finance Manager
Synthesis
ROLE

Product designer.

SECTOR

Fintech.

TOOLS USED

Figma, Miro, Jira.

Brief
A cutting-edge web-based document editor application

Synthesis introduces an advanced web-based document editor, revolutionizing document creation and collaboration. Overcoming previous usability challenges, the redesigned interface ensures seamless information flow, intuitive navigation, and an appealing design. Users can now effortlessly create, edit, and collaborate on various document types with enhanced efficiency. Synthesis sets a new standard in digital document management.

Problem

Our focal point lies in the refinement of the document editing process, with a dual emphasis on efficiency and sophistication. Our commitment extends to the meticulous crafting of an engaging and aesthetically pleasing user experience, where functionality meets a refined visual appeal. Through a comprehensive approach, our goal is to redefine user expectations in document editing, setting new benchmarks for efficiency, collaboration, and overall design excellence.

Our Approach
01 DEFINE

Understanding the problem

Defining project goals

Choosing a methodology

Forming a schedule

02 RESEARCH

Competitive Analysis

Surveys

Personas Creation

Journey Mapping

03 DESIGN

Brainstorming

Wireframes

Feedback

Prototypes

04 EVALUATE

User-Based Testing

Design recommendations

Expert Evaluation

Research

To enhance Synthesis, we immersed ourselves in user research, dissecting pain points and expectations. We gathered both qualitative and quantitative data via surveys, interviews, and user feedback analysis. Our exploration spanned Competitive Analysis, surveys for statistical insights, and the creation of user personas with detailed Journey Mapping. This condensed yet comprehensive research serves as our guide, steering Synthesis toward a more refined and intuitive user experience.

Meet Sarah
User Persona
The main insights we got

Users found it difficult to locate features and tools within the app due to unclear organization.

The app lacked a cohesive and intuitive navigation system, resulting in users getting los

Users frequently encountered repetitive tasks, which led to frustration and decreased productivity.

Journey Map - Creating a budget
Journey Map
Design

Grounded in our research, we diligently followed an iterative design approach, shaping wireframes, mockups, and prototypes to cater specifically to identified user needs. The most substantial challenge in this phase lay in crafting a streamlined layout that seamlessly incorporates all requisite features. Striking the delicate equilibrium between simplicity and comprehensive functionality required a nuanced design strategy.

Wireframe
Visual Design

Every component was meticulously crafted with a keen eye on usability. While placing significant emphasis on achieving an aesthetic user interface, we remained unwavering in our commitment to ensuring full functionality. The result is a harmonious blend of modern design and seamless usability, delivering an app that is not just visually appealing but also operationally robust.

User Persona
Solution
Prototype
Enhanced Document Editing

Our redesign resulted in a document editor that surpassed its predecessor in both cleanliness and intuitiveness. This upgraded version excels, offering a markedly superior user experience. Notably, it strategically emphasizes reusability, recognizing the commonalities found in financial documents. The outcome is a document editor that not only outshines the initial version but sets a new standard for efficiency and user satisfaction.

Prototype
Optimizing Space with Expandable UI

The integration of expandable UI elements proved instrumental in conserving valuable vertical space. This strategic implementation not only allowed for the inclusion of additional elements in the UI but also ensured a clutter-free and unobtrusive visual presentation. The result is a more expansive and feature-rich user interface that maintains a clean and balanced aesthetic without appearing saturated.

Prototype
Evaluation

To gauge the effectiveness of our prototype, we conducted remote testing involving 24 participants. This critical phase was dedicated to collecting quantitative insights into the user experience, providing a comprehensive evaluation of design efficiency and user-friendliness. The invaluable feedback received during this process played a pivotal role in refining and shaping a more user-centric experience, ensuring that our design aligns seamlessly with user expectations and preferences.

Let's Get in Touch

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