Entrepreneurs are continuously looking for organization and optimization methods to improve and apply in their businesses.
With this concept in mind, Supervielle required from the Globant Team to design and develop a mobile app to scan checks quick and easy, safely and securely from virtually anywhere.
The App was definitely a challenge. As a financial app, it has to respect many unalterable procedures and security protocols as if the transaction was made in person at the bank.
This to be understood and efficiently implemented, required a solid teamwork between me as UXer and the Business Analyst to translate abstract and technical concepts into functional guidelines.
I started by analyzing the benchmarking and its conclusions, previously made by another team, to define the milestones:
• Design for a middle-aged user with limited knowledge of financial transactions using checks, its vocabulary, and methodologies.
• Mostly entrepreneurs who carry their business finances on their own, counters, administrative and business professionals.
• Keep it clear: the processes are complex and I need to understand everything before starting to design at any instance.
• Provide help when we need the user to provide information across the flow.
• Represent the Bank's spirit by using friendly content and an efficient UI.
I had to make assumptions, research, test and constantly iterate to figure out the best way to solve client and users' uncertainties without losing the user-centered design perspective.
KEEPING TIPS SCANNABLE
People do not launch an app to spend time learning how to use the interface, but rather to complete a task in a short amount of time as possible, using the least amount of effort possible.
Even if our users did decide to read the instructions, showing too many at once increases their cognitive load because they cannot read the onboarding and use the app at the same time, they are forced to memorize the instructions and then apply them.
When designing the onboarding and hints across the app, the main guideline was to remember to keep them as short as possible. Focussing on the primary user tasks and atypical interactions, design for maximum scannability by using visuals and non-technical copies.
In the first phase of User testing, the onboarding mockups were not distinct enough from the actual user interface and some people got confused and tried to interact with the tips without realizing that they were viewing a tutorial. This was a proof that we went too far into minimalism seeking for an ideal solution for a user with limited time and fragmented attention while using a mobile device.