SavvySomething needed a redesign of their existing product, SavvySomething Pro. The redesign consisted of 1) simplifying the user experience to make it easier for user to use; 2) create a v1 version of the product that would developed upon a Bootstrap CSS framework that would be extensible to a responsive design for v1.1.  and 3) create a visually stimulating visual design utiliizing a Flat UI design and photographic background images that would reflect modern design trends and compete with competitor products..

 

In this project I served multiple roles: product manager defining requirements; user experience lead leading the UX and usabilty; and visual designer, doing all of the visual design for the application. I lead brainstorming sessions with the CEO and VP of Product and defined the requirements; design concepts, and led discussions around the concepts. To quickly iterate and get feedback from stakeholders and developers, I used rapid prototyping and created an interactive Invision prototype (invisionapp.com) to gather feedback and generate documentation from the comments via PDF export, rather than creating wireframes in Omnigraffle and a UX specification, and then visual design mockups.

 

There were several steps to the onboarding process:

 

Add Accounts

Goals

Create Plan

Review Plan

 

The next step the user specified their financial goal.

The user then created their financial plan.

The user could create a single plan or compare a plan.

The user would then review their plan and go on to the application dashboard.

Below are the prior SavvyMoney Pro visual designs.  Stuck in 2005. Done in 2011.