Overview

Transaction flow is the most important part of the product. This is where users add funds, exchange currency, and send on.

Concept

Together with a second designer, we prepared the first version of the prototype. It was discussed with stakeholders. During the project, 3 people left the team, including our team leader. I became the leader, and the project was suspended.

Table of contents

Design process

01 UX research

Done

02 Prototype

On hold

03 Usability testing

To do

04 Improvements and release

To do

01 UX research

Research goals

  1. Learn about your competitor’s transaction process.
  2. Discover what design patterns are used in the process of exchanging currency, sending money and topping up the wallet.
  3. Find out what the pain points of the current solution are.
UX research plan | Canva made by Iga Mościchowska Witflow

UX reaserch metods

  1. Desk research
  2. Competitive analysis
  3. In-depth interviews – diads with Customer Care
  4. Wokrshop with Customer Care – Eisenhower matrix
  5. Workshop with stakeholder – Eisenhower matrix
Revolut - competetive analysis
Wise - competetive analysis
mBank - competetive analysis
N26 - - competetive analysis

What have I done?

Desk research and competitive analysis

I gathered quantitative data from the big data team – user flow, conversion, transaction time, unusual behavior. I looked for Jira tickets on topics related to the project – tickets from Customer Care, PMs and analysts. I compared the largest competitors in the market – Revolut, Curve, N26, PayPal, Paysend, Wise, Zen.com.

In-depth interviews – diads with Customer Care 
  • 3 sessions of 2 people each
  • interview according to a scenario prepared in collaboration with senior UX researcher 
Workshop after IDI

 I prepared cards in Miro with the problems from Customer Care submissions and noted during the IDI sessions. Then respondents prioritized them on an Eisenhower matrix. They discussed each problem. The researcher moderated the session, and I handled the cards and asked additional questions.

UX brief
Cluster analysis
Eisenhower matrix used during diads
Worksops with stakeholders

Findings

  1. A recurring pattern is top up, exchange, send.
  2. Transaction types do not combine in one process (step wizard) – stakeholders wanted one process for all transaction types from the beginning.
  3. Some of the problems are caused by technological limitations, while others are caused by legal restrictions or company structure.
User flow for currency exchange and sending money
User flow for topping up the card

02 Prototype

For desktop 1440 px

Lo-fi mockups

Wallet top-up

Transfers to own account and to recipients

Currency exchange

Promo codes

Related Works