Project Outline

This was a one week UX design challenge, focused on solving problems for a persona—Karen, a freelancer managing financial tasks on her own.

First, I conceptualised the persona, problem statement, and product usage (business requirement) based on the provided information to understand user and business requirements and define the key problems to solve. As a result, I created a mid-fidelity wireframe.

Persona

https://www.figma.com/board/9AdQQLw9P3ET7LNQgq13LX/Mastercard-Research?node-id=980-288&t=4b3ziRq5CeghqMZ4-4

Problem Statement

The user lacks confidence in managing her finances, being stuck with inefficient processes that make it time-consuming and difficult to manage her business. Despite receiving many client inquiries, she hesitates to accept new opportunities due to uncertainty about her cash flow.

Business Requirements

Creating an solution for Small to Medium Business (SMB) owners by:

End-to-end process for payment receivables
- Real-time invoicing
- Automatic sending invoices to customers
- Customisable payment methods
Send automatic reminders

So users don’t need to worry about overdue or follow-up invoices
Provide basic insights into the user’s cashflow

So users are aware of finances before accepting any new project

Challenge

Since this project doesn’t have a product as a reference, I hypothesised it as a new financial management platform for Small to Medium Business (SMB) owners.

The platform should enable users to manage invoicing with minimal time and effort, allowing them to focus on their business rather than of financial stress. It should also provide critical cash flow insights to help users feel more confident to pursuing new business opportunities.

My responsibility

This is a solo project, where I conducted the entire process from research to final design.