PAYPER
PAYPER is a B2B SaaS accounting software that offers digital invoicing and financial business management services for small businesses and freelancers.
Role
Lead Product
Designer
Responsibilities
Mobile Redesign
UX Research
UI Design
Prototyping
Usability Testing
Client
Pay Investments
Timeline
Nov '21 - Jun '22
Team
Tools
Problem Statement
Most PAYPER users prefer to upload their expenses using the desktop version, even though the mobile version is easier and faster.
What made PAYPER stakeholders
hire my services?
PAYPER's stakeholders aimed to enable mobile users to upload expenses easily. They even developed an MVP mobile app version.
However, they noticed that the mobile retention rate had dropped by one-half despite the availability of a simple mobile solution.
KPI
✦ Increase mobile user retention rate from the current 17% to at least 30% within the next quarter.
Objectives
➸ Redesign the MVP with a mobile adaptation of the Document Review feature.
➸ Increase ROI by streamlining the upload expenses process.
Challenges
✦ On-the-go mobile app needs to be compatible with fast tasks.
✦ Smooth transition for users due to the app's significant changes and redesign.
Discover
01
We began user research using Microsoft Clarity to observe the behavior of 20 users at various points during their workday for one week.
We found that most users prefer uploading their expenses using the desktop version, even though the mobile version is easier and faster, simply because the desktop version provides a single platform for uploading and reviewing their expenses.
+
Main Persona
Oren Barzilai
Small Business Owner
Background
Oren is the owner of an outdoor furniture store. He has many financial tasks during the day. One of the tasks is to upload and review business expenses.
Before redesign
Homepage
Identical CTA buttons
Similar icons without text make it difficult for the user to understand
UI errors
Lack of grids, random color choices, flat UI structure with no hierarchy
Ineffective IA
The search bar as the main section on the home screen is not the ultimate UX for this app's users
Document Upload
Microcopy
Gender-specific language that could be offensive to some users
Interactive Issues
Elements that lack visual indicators confuse users as to whether they are clickable
Desktop version
Before redesign
Document Upload Process
Strengths
✓ Upload expenses CTA
✓ User-Friendly Interface
✓ Easy expense upload
Weaknesses
✗ Missing features in the App
✗ Customer service
✗ Bills should still be kept
for records
Strengths
✓ Microcopy
✓ User-Friendly Interface
✓ Easy expense upload
Weaknesses
✗ Hidden expenses button
✗ Missing features in the App
✗ Bills should still be kept
for records
Strengths
✓ Upload expenses CTA
✓ User-Friendly Interface
✓ Scalability
Weaknesses
✗ Aimed at accountants
✗ Missing features in the App
✗ Bills should still be kept
for records
Ideate
02
Solutions
הוצאה חדשה
הוצאות
מסמך חדש
הכנסות
Sketching
Document Upload Process
The "Upload Expenses" section was changed to a CTA button
The "Document Upload Process" section was transformed into a stand-alone screen
Document Review
At this point, we did not consider the issue of very long receipts
Design
03
Design System
Prototype
Insights
04
Results
User Retention Rate
After redesign
Future Steps
These days, we are working on the PAYPER desktop redesign,
and this is a sneak peek of the high-fidelity wireframe prototype:
Final Thoughts
✦ I've learned and evolved both personally and professionally as a lead UX/UI Product Designer during the PAYPER app redesign process. I gained a deeper understanding of the Accounting and Fintech fields.
✦ The most satisfying part is observing in real time how users engage with the redesigned app and how they understand intuitively the tasks they are supposed to do.
✦ Additionally, it has been a great benefit for me to work closely with the PAYPER developer and be familiar with his challenges and limitations.
✦ It has been a terrific end-to-end experience, and I'm super excited about my next role as a UX/UI Product Designer.
Where to next?
