UX case study for finance management app
UX Research and Visual Design (Group of 2)
10 weeks
of business founders said they were uncomfortable asking family members for money to start their business.
business founders rely on capital from family and friends after first three months.
So the problem we're trying to solve is...
How can we solve this...
Source: https://www.prnewswire.com/news-releases/22-of-founders-rely-on-friends-and-family-for-capital-when-starting-a-business-new-data-from-clutch-finds-301148481.html
Spendr is a finance management app created for my User Interface and Development course, highlighting the skills acquired through the course. To make lending and borrowing money easier, and to reduce embarrassment, I worked in a group of 2 to come up with a digital solution aimed towards college students.
Working in a team of two, we managed several responsibilities while navigating the challenges of a fast-paced, ten-week course with strict deadlines. In addition, we were juggling additional courses and extracurriculars while designing Spendr.
College students often rely on financial support from family and friends, yet many feel embarrassed or uncomfortable when request loans. On the other hand, lenders are often willing to offer assistance, but worry about the likelihood of repayment.
To achieve this objective, we employed a multifaceted research approach, utilizing both surveys and interviews as our primary data collection methods. We selected our participants using rigorous criteria and a screening survey.
of participants are hesitant to lend money because they worry about non-repayment and damaging personal relationships.
of participants feel embarrassed or judged when borrowing money, especially from friends or family.
of participants want a system that creates clear repayment terms and schedules to avoid miscommunication and strain on relationships.
of participants said they would feel comfortable borrowing through structured platforms, as it provides a level of formality that personal requests lack.
Building empathy and understanding user needs.
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Crucial organization of screens and functions.
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Simple user flow for borrowing and lending money.
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Quick brainstorm wire-framing session for lending and borrowing flows.
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Design system for seamless collaboration and consistency, including colors, fonts, buttons, icons, and components suitable for a finance management product.
The feedback collected guided iterations, ensuring Spender provides a user-friendly experience for managing money exchanges within personal circles.
Testing sessions
Data collection methods
Tools used
Environment
Conducted individual usability tests with five target users
Collected qualitative and quantitative data through direct observation, task completion times, user feedback, and post-test questionnaires
Screen recording software, stopwatches, and survey forms
Conducted in a controlled environment, each session lasting about one hour
Sign up and create new account
Create and manage loan request
Navigate the homepage
Lend money to a friend
Log out of the account
of users completed task within reasonable time.
of users encountered issues in completing tasks.
of users completed tasks without any issues.
of users completed at least three of the tasks without any issues.
Implementing changes using data and feedback from user testing.
Below is the product of 10 weeks of research and designing with simplicity, functionality, accessibility, and user needs in mind.
View the final design file here!.png)
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I’m incredibly grateful for the opportunity to build a strong foundation in User Experience under the guidance of Professor Jenny Wang and to collaborate with a fellow student on a design project. Throughout the process, I deepened my understanding of user research, the design process, and advanced Figma features like components and variables. If I had to do this project again, I would place a greater emphasis on user research, creating more iterations, and actively seeking feedback more frequently.