Introduction:
As a Senior UX Designer in Razorfish, we have the opportunity to work with Wellington Management, We spearheaded the development of a user-centric online platform aimed at providing financial management solutions tailored to the needs of business owners from minority communities. The goal was to create an intuitive and accessible interface that empowers users to manage their finances and achieve greater financial stability effectively.
As a Senior UX Designer in Razorfish, we have the opportunity to work with Wellington Management, We spearheaded the development of a user-centric online platform aimed at providing financial management solutions tailored to the needs of business owners from minority communities. The goal was to create an intuitive and accessible interface that empowers users to manage their finances and achieve greater financial stability effectively.
User Profile: Name: Carlos Hernandez
Age: 40
Occupation: Small business owner (Restaurant)
Background: Carlos is a first-generation immigrant from Guatemala, running a small restaurant in a diverse neighborhood. While he excels in managing day-to-day operations, he struggles with financial management tasks such as budgeting, cash flow analysis, and tax preparation.
Age: 40
Occupation: Small business owner (Restaurant)
Background: Carlos is a first-generation immigrant from Guatemala, running a small restaurant in a diverse neighborhood. While he excels in managing day-to-day operations, he struggles with financial management tasks such as budgeting, cash flow analysis, and tax preparation.
Challenge:
Designing an intuitive and user-friendly online platform that simplifies financial management tasks for small business owners like Carlos, with a focus on addressing the unique needs and challenges faced by minority entrepreneurs.
Designing an intuitive and user-friendly online platform that simplifies financial management tasks for small business owners like Carlos, with a focus on addressing the unique needs and challenges faced by minority entrepreneurs.
Approach:
User Research: Conducted in-depth interviews and user surveys to understand the pain points and financial management needs of small business owners from minority communities.
User Research: Conducted in-depth interviews and user surveys to understand the pain points and financial management needs of small business owners from minority communities.
Persona Development: Created user personas, including Carlos Hernandez, to empathize with the target audience and gain insights into their goals, motivations, and behaviors.
Wireframing and Prototyping: Developed wireframes and prototypes for the platform's interface, focusing on intuitive navigation, clear information architecture, and seamless user interactions.
Iterative Design Process: Engaged in an iterative design process, soliciting feedback from stakeholders and conducting usability testing sessions with small business owners to refine the platform's design and functionality.
Accessibility Considerations: Ensured accessibility features, such as high contrast colors and keyboard navigation, to accommodate users with diverse needs and disabilities.
Integration of Financial Tools: Integrated financial management tools, such as budget trackers, cash flow dashboards, and tax calculators, provide users like Carlos with comprehensive support in managing their finances.
Mobile Optimization: Optimized the platform for mobile devices, recognizing the importance of accessibility and convenience for users who primarily access the platform on smartphones or tablets.
Outcome: The resulting online platform, tailored to the needs of small business owners from minority communities, provides Carlos and users like him with a user-friendly and accessible solution for managing their finances effectively. With intuitive tools and resources at their fingertips, users can gain greater control over their financial operations, ultimately contributing to the success and sustainability of their businesses.
Visit the final product here:Â https://www.wellington.com/en-us/intermediary/capabilities/wellington-access-ventures
Visit the final product here:Â https://www.wellington.com/en-us/intermediary/capabilities/wellington-access-ventures
Wireframing
Creation of ui components
Working with the client in the site content
Tailored the design and content following user needs and business objectives
