PROJECT BRIEF
A two week design sprint to design a web application that tracks and manage expense report and helps tracking company expenses and profits.
MY ROLE: Market and User Research, UX/UI Design, Visual Design, and Usability Testing. This was an individual case study.
As a user, I want to track my expenses so that I can better understand its usage and effect and communicate those factors to my Company.
MARKET RESEARCH: WHAT IS PAIN TODAY?
Extensive market research was done to understand how users go through expense tracking pain in U.S. today. So many employers and employees suffer from expense report tracking. Thus, many employers are now pushing to use mobile/web applications in market to track their employees expense report.
USER RESEARCH: HOW DO PEOPLE UNDERSTAND PAIN?
My research involved interviews with 5 employees, phone interviews with people with pain of keeping track of their expenses, and a survey with 6 participants.
Those interviews and surveys revealed that there are qualitative and quantitative measures of pain when expenses are in large amount. Thus, expenses and profits both have a key relationship in tracking user's as well as employer's budget.
1. Tracking is a helpful assessment of improvement since it is measurable and objective.
2. Keeping a track record of user's expenses and profit is healthy for employees and employers both.
SKETCHING, ITERATING, AND USER TESTING
I went through several iterations of sketching and ideation. The main goals to achieve were:
Allow users to track expenses and profits in both quantitative and qualitative measures.
- Present an intuitive UI.
- Display data clearly.
- User testing revealed a few key findings:
- Many people preferred an interactive scrolling function over buttons.
- Many people immediately associate pain with displaying expenses, so those factors should have higher priority on the tracking UI.
FINAL SOLUTION
