Remy Dikeh
is probably at the gym 🏋🏾👟
is teaching design 👨🏿💻
is most likely making pasta 🍝
is styling an outfit 👔
is exploring the world 🌏 🛫
Remy Dikeh
is probably at the gym 🏋🏾👟
is teaching design 👨🏿💻
is most likely making pasta 🍝
is styling an outfit 👔
is exploring the world 🌏 🛫
Remy Dikeh
is probably at the gym 🏋🏾👟
is teaching design 👨🏿💻
is most likely making pasta 🍝
is styling an outfit 👔
is exploring the world 🌏 🛫
Analytics and Transaction Management for small businesses
Analytics and Transaction Management for small businesses
Analytics and Transaction Management for small businesses
Overview
The analytics provides users with an overview of their business in reports. It also allows the users categorize and recategorize the transactions culled from their bank accounts.
Industry
Fintech
Company size
11 — 50 employees
Role
—
UI Designer
—
UX Designer
—
Marketing Design
Context
Context
Context
Lenkie provides financial services to small businesses that are underserved. They provided a solution - the credit facility product, that enables small businesses to pay their suppliers through Lenkie then repay over some time. The analytics feature came as a result of looking for new ways to provide more value for it’s customers that use the credit facility product.
Lenkie provides financial services to small businesses that are underserved. They provided a solution - the credit facility product, that enables small businesses to pay their suppliers through Lenkie then repay over some time. The analytics feature came as a result of looking for new ways to provide more value for it’s customers that use the credit facility product.
Lenkie provides financial services to small businesses that are underserved. They provided a solution - the credit facility product, that enables small businesses to pay their suppliers through Lenkie then repay over some time. The analytics feature came as a result of looking for new ways to provide more value for it’s customers that use the credit facility product.
Introduction
Introduction
Introduction
In an era defined by digital transformation and evolving consumer needs, businesses across industries are increasingly relying on robust analytics tools to gain actionable insights into their financial performance. Within this landscape, our team embarked on a project to develop an advanced analytics feature aimed at empowering our users to comprehensively understand and manage their business finances. This feature not only offers users a comprehensive overview of their business through insightful reports but also equips them with the ability to efficiently categorize and recategorize transactions sourced from their bank accounts.
In this case study, we delve into the journey of conceptualizing, designing, and implementing this pivotal analytics feature. We explore the challenges encountered, the methodologies employed, and the outcomes achieved in delivering this solution.
In an era defined by digital transformation and evolving consumer needs, businesses across industries are increasingly relying on robust analytics tools to gain actionable insights into their financial performance. Within this landscape, our team embarked on a project to develop an advanced analytics feature aimed at empowering our users to comprehensively understand and manage their business finances. This feature not only offers users a comprehensive overview of their business through insightful reports but also equips them with the ability to efficiently categorize and recategorize transactions sourced from their bank accounts.
In this case study, we delve into the journey of conceptualizing, designing, and implementing this pivotal analytics feature. We explore the challenges encountered, the methodologies employed, and the outcomes achieved in delivering this solution.
In an era defined by digital transformation and evolving consumer needs, businesses across industries are increasingly relying on robust analytics tools to gain actionable insights into their financial performance. Within this landscape, our team embarked on a project to develop an advanced analytics feature aimed at empowering our users to comprehensively understand and manage their business finances. This feature not only offers users a comprehensive overview of their business through insightful reports but also equips them with the ability to efficiently categorize and recategorize transactions sourced from their bank accounts.
In this case study, we delve into the journey of conceptualizing, designing, and implementing this pivotal analytics feature. We explore the challenges encountered, the methodologies employed, and the outcomes achieved in delivering this solution.
The challenge
The challenge
The challenge
Lenkie sought innovative approaches to enrich their analytics page for their users, and to offer them access to more critical dashboard reports. This was crucial due to, at the period, the product lacking stickiness and users not having the routine need to frequently visit the dashboard.
Lenkie sought innovative approaches to enrich their analytics page for their users, and to offer them access to more critical dashboard reports. This was crucial due to, at the period, the product lacking stickiness and users not having the routine need to frequently visit the dashboard.
Lenkie sought innovative approaches to enrich their analytics page for their users, and to offer them access to more critical dashboard reports. This was crucial due to, at the period, the product lacking stickiness and users not having the routine need to frequently visit the dashboard.
My role
My role
My role
I was the only Product Designer throughout the project cycle from planning and requirements gathering to strategy, wireframing, and content management.
My responsibilities included concept ideation, aligning key stakeholders on product goals, designing user flows, visual design, prototyping, user testing, incorporating user feedback into design iterations, and quality assurance.
I was the only Product Designer throughout the project cycle from planning and requirements gathering to strategy, wireframing, and content management.
My responsibilities included concept ideation, aligning key stakeholders on product goals, designing user flows, visual design, prototyping, user testing, incorporating user feedback into design iterations, and quality assurance.
I was the only Product Designer throughout the project cycle from planning and requirements gathering to strategy, wireframing, and content management.
My responsibilities included concept ideation, aligning key stakeholders on product goals, designing user flows, visual design, prototyping, user testing, incorporating user feedback into design iterations, and quality assurance.
Creating a solution
Creating a solution
Creating a solution
Our research focused on understanding the needs and pain points of existing customers to identify how our product could address their challenges and enhance their business operations. Through interviews, surveys, and feedback sessions, we uncovered valuable insights that shaped our product development approach. Here are the key findings:
Requirement for User-Friendly Interfaces:
Preferring solutions that are easy to navigate and require minimal manual intervention.
Users expressed frustration with overly complex platforms and systems that require extensive training and customization.
Desire for Streamlined Transaction Management:
Manual data tasks were seen as time-consuming and error-prone, hindering productivity.
Users stressed the need for efficient transaction management, especially in categorizing and organizing bank transactions.
Need for Comprehensive Financial Insights:
Customers expressed a need for a solution that provides a comprehensive view of their business finances, including revenue, expenses, and cash flow.
Some found it challenging to access and analyze financial data from multiple sources, hindering their ability to make strategic decisions.
Our research focused on understanding the needs and pain points of existing customers to identify how our product could address their challenges and enhance their business operations. Through interviews, surveys, and feedback sessions, we uncovered valuable insights that shaped our product development approach. Here are the key findings:
Requirement for User-Friendly Interfaces:
Preferring solutions that are easy to navigate and require minimal manual intervention.
Users expressed frustration with overly complex platforms and systems that require extensive training and customization.
Desire for Streamlined Transaction Management:
Manual data tasks were seen as time-consuming and error-prone, hindering productivity.
Users stressed the need for efficient transaction management, especially in categorizing and organizing bank transactions.
Need for Comprehensive Financial Insights:
Customers expressed a need for a solution that provides a comprehensive view of their business finances, including revenue, expenses, and cash flow.
Some found it challenging to access and analyze financial data from multiple sources, hindering their ability to make strategic decisions.
Our research focused on understanding the needs and pain points of existing customers to identify how our product could address their challenges and enhance their business operations. Through interviews, surveys, and feedback sessions, we uncovered valuable insights that shaped our product development approach. Here are the key findings:
Requirement for User-Friendly Interfaces:
Preferring solutions that are easy to navigate and require minimal manual intervention.
Users expressed frustration with overly complex platforms and systems that require extensive training and customization.
Desire for Streamlined Transaction Management:
Manual data tasks were seen as time-consuming and error-prone, hindering productivity.
Users stressed the need for efficient transaction management, especially in categorizing and organizing bank transactions.
Need for Comprehensive Financial Insights:
Customers expressed a need for a solution that provides a comprehensive view of their business finances, including revenue, expenses, and cash flow.
Some found it challenging to access and analyze financial data from multiple sources, hindering their ability to make strategic decisions.
Based on the insights from our feedback sessions with customers, and additional learnings we acquired while using an underwriting tool Heron, we came up with some reports for the MVP of this analytics feature.
Category breakdown
Revenue and profit report
Monthly cash-based profit and loss report
Bank transactions with recategorization
Based on the insights from our feedback sessions with customers, and additional learnings we acquired while using an underwriting tool Heron, we came up with some reports for the MVP of this analytics feature.
Category breakdown
Revenue and profit report
Monthly cash-based profit and loss report
Bank transactions with recategorization
Visual designs
Visual designs
Revenue and profit
Revenue and profit
This report enables users to view their transactions in categories. It should allow users to filter by time period (1 month, 3-month, 6-month, 12 month) and can be view as inflows only or outflows only.
This report enables users to view their transactions in categories. It should allow users to filter by time period (1 month, 3-month, 6-month, 12 month) and can be view as inflows only or outflows only.
Category breakdown
Category breakdown
This report enables users to view their transactions in categories. It should allow users to filter by time period (1 month, 3-month, 6-month, 12 month) and can be view as inflows only or outflows only.
This report enables users to view their transactions in categories. It should allow users to filter by time period (1 month, 3-month, 6-month, 12 month) and can be view as inflows only or outflows only.
Monthly cash-based P&L
Monthly cash-based P&L
Monthly cash-based P&L
This report enables users to view their transactions in categories. It should allow users to filter by time period (1 month, 3-month, 6-month, 12 month) and can be view as inflows only or outflows only.
This report enables users to view their transactions in categories. It should allow users to filter by time period (1 month, 3-month, 6-month, 12 month) and can be view as inflows only or outflows only.
Transactions
Transactions
Transactions
This report enables users to view their transactions in categories. It should allow users to filter by time period (1 month, 3-month, 6-month, 12 month) and can be view as inflows only or outflows only.
This report enables users to view their transactions in categories. It should allow users to filter by time period (1 month, 3-month, 6-month, 12 month) and can be view as inflows only or outflows only.
The Result
The Result
The Result
I was able to finish the design of the first iteration of this feature in 2 weeks. I supported the development by working closely with the developers to ensure that it was built to satisfaction. I started to note and take feedback on how users interacted with this product on Inspectlet and through our tracking on Mixpanel
I was able to finish the design of the first iteration of this feature in 2 weeks. I supported the development by working closely with the developers to ensure that it was built to satisfaction. I started to note and take feedback on how users interacted with this product on Inspectlet and through our tracking on Mixpanel
I was able to finish the design of the first iteration of this feature in 2 weeks. I supported the development by working closely with the developers to ensure that it was built to satisfaction. I started to note and take feedback on how users interacted with this product on Inspectlet and through our tracking on Mixpanel
Feedback
Feedback
Feedback
Remy's dedication, creativity, and collaborative spirit make them an invaluable partner. We highly recommend their services to any company looking to elevate their product design.
Kennedy Siguake
Remy's dedication, creativity, and collaborative spirit make them an invaluable partner. We highly recommend their services to any company looking to elevate their product design.
Remy's dedication, creativity, and collaborative spirit make them an invaluable partner. We highly recommend their services to any company looking to elevate their product design.
Further challenges and learnings
Further challenges and learnings
Further challenges and learnings
Analysis of user interactions revealed a surprisingly low adoption rate of the feature. Despite its potential to streamline processes and enhance user experience, it failed to resonate with our target audience. We indulged in more customer feedback sessions to understand more of their issues, but it couldn't help in any meaningful way.
While the journey of designing the feature presented its fair share of challenges, it also offered invaluable learnings. By addressing usability issues, enhancing visibility, and prioritizing user feedback, future iterations of the feature are poised for greater success. This case study underscores the iterative nature of UX design and the importance of adapting to user needs and behaviors.
Analysis of user interactions revealed a surprisingly low adoption rate of the feature. Despite its potential to streamline processes and enhance user experience, it failed to resonate with our target audience. We indulged in more customer feedback sessions to understand more of their issues, but it couldn't help in any meaningful way.
While the journey of designing the feature presented its fair share of challenges, it also offered invaluable learnings. By addressing usability issues, enhancing visibility, and prioritizing user feedback, future iterations of the feature are poised for greater success. This case study underscores the iterative nature of UX design and the importance of adapting to user needs and behaviors.
Analysis of user interactions revealed a surprisingly low adoption rate of the feature. Despite its potential to streamline processes and enhance user experience, it failed to resonate with our target audience. We indulged in more customer feedback sessions to understand more of their issues, but it couldn't help in any meaningful way.
While the journey of designing the feature presented its fair share of challenges, it also offered invaluable learnings. By addressing usability issues, enhancing visibility, and prioritizing user feedback, future iterations of the feature are poised for greater success. This case study underscores the iterative nature of UX design and the importance of adapting to user needs and behaviors.
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