Goals

• Re-design web application to have more modern UI
• Web and Mobile usability improvements
• New payment features / workflow
• Improve workflow of existing features
• Provide style guide and assets for development

Approach

• Stakeholder interviews: I spent the initial week of the project with the head of product as well as the CTO to determine the roadmap and to understand their business needs.
• Competitive Analysis: Studied workflows at various competitors like, Veem, Paypal and more in relation to similar features and find gaps in features.
• Strategy:  Worked with client (along with technology vendor) on best design strategy and how to approach and prioritize the design for a release schedule that worked to accommodate stakeholders and tech.   As the client initially did not have a clear roadmap, I helped client understand design strategy and ideas and how they affect the entire project.  Basically helping them understand the affects on the site for some decisions being made from product.
• User Research: Conveying a user centered approach to the product owner, I was able to gain access some users and gained some insight into their pain points in the existing workflows, as well as account managers that interact with those clients (users).
• Iterative Design: Iterated design ideas several times a week with client.
• Prototyping: Used Sketch/Invision for prototyping and feedback as well as stakeholder buyin.