Digital Wallet for Freelancers
Personal finance app to help freelancers separate their financial and personal matters
Design Shot of the Meu Plim's app
Overview
Meu Plim's project was born before I joined the company, but until that moment there were no basic product definitions and the only flows covered were login, sign-up, and user approval.
Tools: Figma, Miro, Notion and Click Up
Team: Product Designer (yours truly), Tech Leader, Product Manager
Duration: March – May 2021
Role: Product Designer, UX Researcher, Illustrator
Objective
Facilitate the financial management process for freelancers without access to an accountant in a simplified way on a platform that allowed the creation of bills, returns, payments, and periodic results of the user's financial status.
Triple Track Agile Process
The research process was based on the triple track Agile process. During the first part of the research, we have carried out a CSD matrix, value interviews with a broader market, since at this moment we were still studying the product's target market, which led to the market segmentation described at the beginning of the study case: freelancers without accounting support.
During the second part of the research, more interviews were carried out (this time with better-defined needs and market focus), followed by an affinity diagram and job map to secure and materialize the needs in different aspects such as emotional and social.
Some of the Triple Track Agile methodology used in the project
The solution was marked by a brainstorm with the Product Team and after many sketches, we have reached the conclusion that the digital wallet approach encompassed the development of solutions for the defined job-to-be-done. Later on, we ranked the identified problems based on the number of people whom the product would reach and the time required for ideation, materialization, and validation of solutions through RICE prioritization.
Earlier rough sketches :P
Through multiple prototypes at different moments of the validation process, we have been able to capture user feedback, validate things that work or didn't work, iterate, improve and even cut some of the solutions that were too much for the MVP and would take more time to develop. After all, some things just become visible when we build and test.
The prototyping stage was also useful in order to explore options and share results with the users of the app, taking into account that the biggest benefit of prototyping is the ability to fail fast and learn even faster.
Final Considerations
The development process has been organized by me and the Product Manager responsible for the project and, together, we have ordered the project deliverables in the ClickUp app, always structuring and breaking the hand-off cards, which also included the insertion of events for follow-up of essential product metrics on the Amplitude app.
Get in touch
Pedro Loula
Product Designer
Copyright © 2022, Pedro Loula.