Graphic element with blue to violet gradient shape
Graphic element with blue to violet gradient shape

Optimizing Check Deposits: A Housecall Pro Case Study

For the full experience, view this case study on a tablet or desktop. Some elements are best seen on larger screens.

Within the first month of launching Mobile Check Deposit, users completed 2,500 deposits worth $500,000 in GMV. This feature significantly enhanced user efficiency and satisfaction.

Due to my non-disclosure agreement, I have removed or hidden any confidential information from this case study. The information presented here is based on my own experience and does not represent the views of Housecall Pro.

Optimizing Check Deposits: A Housecall Pro Case Study

For the full experience, view this case study on a tablet or desktop. Some elements are best seen on larger screens.

Within the first month of launching Mobile Check Deposit, users completed 2,500 deposits worth $500,000 in GMV. This feature significantly enhanced user efficiency and satisfaction.

Due to my non-disclosure agreement, I have removed or hidden any confidential information from this case study. The information presented here is based on my own experience and does not represent the views of Housecall Pro.

Optimizing Check Deposits: A Housecall Pro Case Study

For the full experience, view this case study on a tablet or desktop. Some elements are best seen on larger screens.

Within the first month of launching Mobile Check Deposit, users completed 2,500 deposits worth $500,000 in GMV. This feature significantly enhanced user efficiency and satisfaction.

Due to my non-disclosure agreement, I have removed or hidden any confidential information from this case study. The information presented here is based on my own experience and does not represent the views of Housecall Pro.

Graphic element with blue to violet gradient shape

Optimizing Check Deposits: A Housecall Pro Case Study

For the full experience, view this case study on a tablet or desktop. Some elements are best seen on larger screens.

Within the first month of launching Mobile Check Deposit, users completed 2,500 deposits worth $500,000 in GMV. This feature significantly enhanced user efficiency and satisfaction.

Due to my non-disclosure agreement, I have removed or hidden any confidential information from this case study. The information presented here is based on my own experience and does not represent the views of Housecall Pro.

introduction

introduction

Overview and Context

About the company

About the company

Housecall Pro is a comprehensive service management software designed for home service professionals and businesses, including plumbers, electricians, HVAC technicians, and cleaning services.

Housecall Pro is a comprehensive service management software designed for home service professionals and businesses, including plumbers, electricians, HVAC technicians, and cleaning services.

Housecall Pro is a comprehensive service management software designed for home service professionals and businesses, including plumbers, electricians, HVAC technicians, and cleaning services.

What does it do?:

What does it do?:

What does it do?:

• Automates tasks like scheduling, dispatching, and communication.

• Automates tasks like scheduling, dispatching, and communication.

• Automates tasks like scheduling, dispatching, and communication

• Provides a mobile app for efficient  on-site work and online booking tools.

• Provides a mobile app for efficient  on-site work and online booking tools.

• Provides a mobile app for efficient  on-site work and online booking tools

• Offer valuable insights with real-time reporting and analytics to optimize your business.

• Offer valuable insights with real-time reporting and analytics to optimize your business.

• Offer valuable insights with real-time reporting and analytics to optimize your business

My Role

My Role

As the lead product designer, I spearheaded each design phase and oversaw task progression, keeping stakeholders and team members updated. I took on some Product Manager duties to ensure smooth workflow and effective coordination. Involved from the start, I focused on fintech and finance due to my prior experience, providing valuable insights for the Mobile Check Deposit feature.

As the lead product designer, I spearheaded each design phase and oversaw task progression, keeping stakeholders and team members updated. I took on some Product Manager duties to ensure smooth workflow and effective coordination. Involved from the start, I focused on fintech and finance due to my prior experience, providing valuable insights for the Mobile Check Deposit feature.

As the lead product designer, I spearheaded each design phase and oversaw task progression, keeping stakeholders and team members updated. I took on some Product Manager duties to ensure smooth workflow and effective coordination. Involved from the start, I focused on fintech and finance due to my prior experience, providing valuable insights for the Mobile Check Deposit feature.

Planning & Scope Definition

Defined the project scope and planned the design phases to ensure alignment with business goals.

Defined the project scope and planned the design phases to ensure alignment with business goals.

Defined the project scope and planned the design phases to ensure alignment with business goals.

Design Execution & Validation

Led the design process, executed design solutions, and validated them through user testing and feedback.

Led the design process, executed design solutions, and validated them through user testing and feedback.

Led the design process, executed design solutions, and validated them through user testing and feedback.

Customer Insights & Ideation

Gathered customer insights and led ideation sessions to generate innovative solutions based on user needs.

Gathered customer insights and led ideation sessions to generate innovative solutions based on user needs.

Gathered customer insights and led ideation sessions to generate innovative solutions based on user needs.

Leading Team Workshops

Conducted workshops to foster collaboration, generate ideas, and solve problems collectively.

Conducted workshops to foster collaboration, generate ideas, and solve problems collectively.

Conducted workshops to foster collaboration, generate ideas, and solve problems collectively.

Stakeholder Communication

Maintained regular communication with stakeholders to align project goals, provide updates, and incorporate their feedback into the design process.

Maintained regular communication with stakeholders to align project goals, provide updates, and incorporate their feedback into the design process.

Maintained regular communication with stakeholders to align project goals, provide updates, and incorporate their feedback into the design process.

Leadership

Provided leadership and direction to the squad, ensuring consistent progress and high-quality outcomes

Provided leadership and direction to the squad, ensuring consistent progress and high-quality outcomes

Provided leadership and direction to the squad, ensuring consistent progress and high-quality outcomes

Post-MVP Development Phase

Post-MVP Development Phase

After successfully launching the MVP to alpha users, we have been actively gathering feedback and measuring the performance of the Mobile Check Deposit functionality. This phase focuses on validating the initial implementation, identifying areas for improvement, and making iterative enhancements to ensure the functionality seamlessly integrates into the technicians’ workflow.

After successfully launching the MVP to alpha users, we have been actively gathering feedback and measuring the performance of the Mobile Check Deposit functionality. This phase focuses on validating the initial implementation, identifying areas for improvement, and making iterative enhancements to ensure the functionality seamlessly integrates into the technicians’ workflow.

After successfully launching the MVP to alpha users, we have been actively gathering feedback and measuring the performance of the Mobile Check Deposit functionality. This phase focuses on validating the initial implementation, identifying areas for improvement, and making iterative enhancements to ensure the functionality seamlessly integrates into the technicians’ workflow.

Why Mobile Check Deposit Matters?

Why Mobile Check Deposit Matters?

Market Relevance: Checks remain a popular payment method in the U.S., with around 11 billion checks processed annually, amounting to approximately $25 trillion. Within Housecall Pro, checks account for about 30% of all transactions.

User Demand: Many users frequently receive payments via check. Instant check deposits directly within the app address a significant pain point, enhancing the utility of Housecall Pro.

Market Relevance: Checks remain a popular payment method in the U.S., with around 11 billion checks processed annually, amounting to approximately $25 trillion. Within Housecall Pro, checks account for about 30% of all transactions.

User Demand: Many users frequently receive payments via check. Instant check deposits directly within the app address a significant pain point, enhancing the utility of Housecall Pro.

Market Relevance: Checks remain a popular payment method in the U.S., with around 11 billion checks processed annually, amounting to approximately $25 trillion. Within Housecall Pro, checks account for about 30% of all transactions.

User Demand: Many users frequently receive payments via check. Instant check deposits directly within the app address a significant pain point, enhancing the utility of Housecall Pro.

Efficiency: By eliminating the need to visit a bank, technicians save valuable time that can be redirected to completing more jobs.

Strategic Alignment: The feature supports Housecall Pro’s strategy of being a comprehensive tool, enabling users to handle all business needs, including financial transactions, directly within the platform.

Efficiency: By eliminating the need to visit a bank, technicians save valuable time that can be redirected to completing more jobs.

Strategic Alignment: The feature supports Housecall Pro’s strategy of being a comprehensive tool, enabling users to handle all business needs, including financial transactions, directly within the platform.

Efficiency: By eliminating the need to visit a bank, technicians save valuable time that can be redirected to completing more jobs.

Strategic Alignment: The feature supports Housecall Pro’s strategy of being a comprehensive tool, enabling users to handle all business needs, including financial transactions, directly within the platform.

Task

Task

Prioritizing Post-MVP Enhancements

Prioritizing
Post-MVP Enhancements

The Challanges

The Challanges

Our primary challenge was to effectively prioritize the next steps for development. We also gathered comprehensive feedback from 10 alpha users through phone calls, emails, and usage analytics. This feedback highlighted several key areas for improvement.

Our primary challenge was to effectively prioritize the next steps for development. We also gathered comprehensive feedback from 10 alpha users through phone calls, emails, and usage analytics. This feedback highlighted several key areas for improvement.

Our primary challenge was to effectively prioritize the next steps for development. We also gathered comprehensive feedback from 10 alpha users through phone calls, emails, and usage analytics. This feedback highlighted several key areas for improvement.

Feedback Prioritization:
Analyzing and prioritizing user feedback to determine the most critical issues to address first.

Usability Improvements:
Enhancing the user interface based on specific pain points identified by users.

Feedback Prioritization:
Analyzing and prioritizing user feedback to determine the most critical issues to address first.

Usability Improvements:
Enhancing the user interface based on specific pain points identified by users.

Feedback Prioritization:
Analyzing and prioritizing user feedback to determine the most critical issues to address first.

Usability Improvements:
Enhancing the user interface based on specific pain points identified by users.

Feature Expansion:
Identifying and developing additional features that users suggested to improve the overall functionality.

Technical Performance:
Addressing technical issues such as app stability, compatibility, and processing speed.

Feature Expansion:
Identifying and developing additional features that users suggested to improve the overall functionality.

Technical Performance:
Addressing technical issues such as app stability, compatibility, and processing speed.

Feature Expansion:
Identifying and developing additional features that users suggested to improve the overall functionality.

Technical Performance:
Addressing technical issues such as app stability, compatibility, and processing speed.

Strategic Approach to Prioritizing Enhancements

Strategic Approach to Prioritizing Enhancements

As the Lead Product Designer, I proposed a structured approach to address the challenge of prioritizing enhancements for the Mobile Check Deposit feature. This process involves analyzing feedback, aligning with the product roadmap, and preparing for a beta version release.

As the Lead Product Designer, I proposed a structured approach to address the challenge of prioritizing enhancements for the Mobile Check Deposit feature. This process involves analyzing feedback, aligning with the product roadmap, and preparing for a beta version release.

As the Lead Product Designer, I proposed a structured approach to address the challenge of prioritizing enhancements for the Mobile Check Deposit feature. This process involves analyzing feedback, aligning with the product roadmap, and preparing for a beta version release.

1. Summary and Analysis of Feedback:

Qualitative Insights: Review feedback from phone interviews, email surveys, and direct user communications to identify common issues.

Quantitative Data: Use Amplitude to analyze usage data and understand user behavior.

1. Summary and Analysis of Feedback:

Qualitative Insights: Review feedback from phone interviews, email surveys, and direct user communications to identify common issues.

Quantitative Data: Use Amplitude to analyze usage data and understand user behavior.

1. Summary and Analysis of Feedback:

Qualitative Insights: Review feedback from phone interviews, email surveys, and direct user communications to identify common issues.

Quantitative Data: Use Amplitude to analyze usage data and understand user behavior.

2. Prioritization Framework:

Impact-Effort Matrix: Categorize potential improvements based on their impact and effort required, focusing on high-impact, low-effort changes first.

2. Prioritization Framework:

Impact-Effort Matrix: Categorize potential improvements based on their impact and effort required, focusing on high-impact, low-effort changes first.

2. Prioritization Framework:

Impact-Effort Matrix: Categorize potential improvements based on their impact and effort required, focusing on high-impact, low-effort changes first.

3. Product Roadmap Alignment:

Key Milestones: Ensure identified improvements align with the product roadmap.

Blocking Issues: Address critical issues before expanding to a larger user base.

3. Product Roadmap Alignment:

Key Milestones: Ensure identified improvements align with the product roadmap.

Blocking Issues: Address critical issues before expanding to a larger user base.

3. Product Roadmap Alignment:

Key Milestones: Ensure identified improvements align with the product roadmap.

Blocking Issues: Address critical issues before expanding to a larger user base.

Validation of the direction

Validation of the direction

Defining the Next Steps

Prioritizing and Gathering Feedback from Alpha Users

Prioritizing and Gathering Feedback from Alpha Users

To ensure I fully understood the feedback, I contacted selected users to clarify their responses through follow-up phone calls and emails, which proved to be the most effective way to engage with our users. Once the feedback was consolidated in one place, I identified common patterns and areas of concern.

Additionally, I prioritized the feedback based on its importance to our clients and the frequency of its occurrence. This approach allowed me to focus on the most critical issues and make informed decisions about the next steps for enhancing the Mobile Check Deposit feature.

To ensure I fully understood the feedback, I contacted selected users to clarify their responses through follow-up phone calls and emails, which proved to be the most effective way to engage with our users. Once the feedback was consolidated in one place, I identified common patterns and areas of concern.

Additionally, I prioritized the feedback based on its importance to our clients and the frequency of its occurrence. This approach allowed me to focus on the most critical issues and make informed decisions about the next steps for enhancing the Mobile Check Deposit feature.

To ensure I fully understood the feedback, I contacted selected users to clarify their responses through follow-up phone calls and emails, which proved to be the most effective way to engage with our users. Once the feedback was consolidated in one place, I identified common patterns and areas of concern.

Additionally, I prioritized the feedback based on its importance to our clients and the frequency of its occurrence. This approach allowed me to focus on the most critical issues and make informed decisions about the next steps for enhancing the Mobile Check Deposit feature.

Aligning with Roadmap and Choosing Direction

Aligning with Roadmap and Choosing Direction

Roadmap Alignment:
Reviewed our prioritized feedback in the context of our product roadmap.

Beta Release Preparation:
Identified the next key milestone as the beta release for a larger user base.

Roadmap Alignment:
Reviewed our prioritized feedback in the context of our product roadmap.

Beta Release Preparation:
Identified the next key milestone as the beta release for a larger user base.

Roadmap Alignment:
Reviewed our prioritized feedback in the context of our product roadmap.

Beta Release Preparation:
Identified the next key milestone as the beta release for a larger user base.

Stakeholder Discussions:
Collaborated with fintech stakeholders to identify the most critical blockers.

Implementation of Transaction Limits:
Focused on adding dynamic transaction limits to accommodate different organizational sizes and turnover, ensuring scalability for the beta release.

Stakeholder Discussions:
Collaborated with fintech stakeholders to identify the most critical blockers.

Implementation of Transaction Limits:
Focused on adding dynamic transaction limits to accommodate different organizational sizes and turnover, ensuring scalability for the beta release.

Stakeholder Discussions:
Collaborated with fintech stakeholders to identify the most critical blockers.

Implementation of Transaction Limits:
Focused on adding dynamic transaction limits to accommodate different organizational sizes and turnover, ensuring scalability for the beta release.

starting new project

starting new project

Moving from Alpha to Beta Version

Kick-off meeting for Transaction Limits

Kick-off meeting for Transaction Limits

We began the project with a kick-off workshop I led involving our cross-functional team (Product designer, product manager, engineering lead). After the kick-off, I shared the file with stakeholders for asynchronous review.

We began the project with a kick-off workshop I led involving our cross-functional team (Product designer, product manager, engineering lead). After the kick-off, I shared the file with stakeholders for asynchronous review.

We began the project with a kick-off workshop I led involving our cross-functional team (Product designer, product manager, engineering lead). After the kick-off, I shared the file with stakeholders for asynchronous review.

Planning the Design Process

Planning the Design Process

As the Lead Product Designer, I tailored the design process to meet the specific requirements of implementing transaction limits for the Mobile Check Deposit feature. This involved selecting appropriate tools and methods to address the project’s needs and ensure a seamless transition to the beta version. 

As the Lead Product Designer, I tailored the design process to meet the specific requirements of implementing transaction limits for the Mobile Check Deposit feature. This involved selecting appropriate tools and methods to address the project’s needs and ensure a seamless transition to the beta version. 

As the Lead Product Designer, I tailored the design process to meet the specific requirements of implementing transaction limits for the Mobile Check Deposit feature. This involved selecting appropriate tools and methods to address the project’s needs and ensure a seamless transition to the beta version. 

bUilding understanding

bUilding understanding

Team Alignment and Problem Understanding

Fostering Team Alignment and Collaboration

Fostering Team Alignment and Collaboration

Knowing not all team members were designers, I created an inclusive environment. Before workshops, I shared key research insights, user interviews, and MVP feedback. Clear explanations empowered non-designers to engage, share perspectives, and contribute valuable insights.

Knowing not all team members were designers, I created an inclusive environment. Before workshops, I shared key research insights, user interviews, and MVP feedback. Clear explanations empowered non-designers to engage, share perspectives, and contribute valuable insights.

Knowing not all team members were designers, I created an inclusive environment. Before workshops, I shared key research insights, user interviews, and MVP feedback. Clear explanations empowered non-designers to engage, share perspectives, and contribute valuable insights.

Understanding the problem

Understanding the problem

In the "Understanding Phase," we focused on mapping "Jobs to be Done" and Pain Points using data from user interviews and MVP feedback that I gathered earlier.

In the "Understanding Phase," we focused on mapping "Jobs to be Done" and Pain Points using data from user interviews and MVP feedback that I gathered earlier.

In the "Understanding Phase," we focused on mapping "Jobs to be Done" and Pain Points using data from user interviews and MVP feedback that I gathered earlier.

Jobs to Be Done Insights:

Understanding Transaction Limits: Users want to know why their transaction limits are set at a specific level.

Next Steps: Users desire clear guidance on steps to take if they reach their transaction limits.

Quick Deposits: Users want to deposit checks from homeowners as quickly as possible.

Simple Process: Users need a straightforward, hassle-free process for depositing checks.

Admin Clarity: Administrators need to know if they have reached the transaction limits for their organization.

User Control: Users want the ability to easily manage and adjust their transaction limits.

Jobs to Be Done Insights:

Understanding Transaction Limits: Users want to know why their transaction limits are set at a specific level.

Next Steps: Users desire clear guidance on steps to take if they reach their transaction limits.

Quick Deposits: Users want to deposit checks from homeowners as quickly as possible.

Simple Process: Users need a straightforward, hassle-free process for depositing checks.

Admin Clarity: Administrators need to know if they have reached the transaction limits for their organization.

User Control: Users want the ability to easily manage and adjust their transaction limits.

Mapping Pain Points insights:

Lack of Awareness: Users are unaware of check deposit limits until they encounter an issue.

Limit Surprises: Users are surprised when they exceed their deposit limit.

Unclear Limits: Users are unsure of their current transaction limits and how to change them.

Guidance Needed: Users need clear instructions on actions to take if they are close to or have exceeded their limits.

Deposit Frustration: Users are frustrated when they cannot deposit all checks they have on hand.

Limit Anxiety: Users are anxious about reaching their deposit limits and need guidance on how to avoid this issue.

Mapping Pain Points insights:

Lack of Awareness: Users are unaware of check deposit limits until they encounter an issue.

Limit Surprises: Users are surprised when they exceed their deposit limit.

Unclear Limits: Users are unsure of their current transaction limits and how to change them.

Guidance Needed: Users need clear instructions on actions to take if they are close to or have exceeded their limits.

Deposit Frustration: Users are frustrated when they cannot deposit all checks they have on hand.

Limit Anxiety: Users are anxious about reaching their deposit limits and need guidance on how to avoid this issue.

Benchmarks

Benchmarks

In this phase, we analyzed competitor's interactions from pre-MVP research. I efficiently used a Slack request to gather application screenshots. This analysis guided our MVP design and fostered cross-functional teamwork and project ownership.

In this phase, we analyzed competitor's interactions from pre-MVP research. I efficiently used a Slack request to gather application screenshots. This analysis guided our MVP design and fostered cross-functional teamwork and project ownership.

In this phase, we analyzed competitor's interactions from pre-MVP research. I efficiently used a Slack request to gather application screenshots. This analysis guided our MVP design and fostered cross-functional teamwork and project ownership.

Defining and developing

Defining and developing

From Scope to Stakeholders Review

Defining Project Scope

Defining Project Scope

I conducted two workshops in the ideation phase: “How Might We” and an ideation session focusing on solutions for challenges. Ultimately, we used the Impact Effort Matrix workshop to select the most viable solutions. This ensured our user-centered solutions were technically feasible and aligned with project goals.

I conducted two workshops in the ideation phase: “How Might We” and an ideation session focusing on solutions for challenges. Ultimately, we used the Impact Effort Matrix workshop to select the most viable solutions. This ensured our user-centered solutions were technically feasible and aligned with project goals.

Scope of the Project:

Scope of the Project:

Clear Limit Information: Displaying current transaction limits and usage directly within the app to keep users informed at all times.

Immediate Alerts: Implementing real-time notifications to alert users as they approach or exceed their transaction limits, ensuring they are always aware of their status.

Clear Limit Information: Displaying current transaction limits and usage directly within the app to keep users informed at all times.

Immediate Alerts: Implementing real-time notifications to alert users as they approach or exceed their transaction limits, ensuring they are always aware of their status.

Guidance Messages: Providing clear instructions and next steps when users reach their limits, helping them understand what actions to take to resolve the issue.

Simplified Interface Adjustments: Making minor tweaks to the user interface to streamline the check deposit process and reduce user confusion without requiring major overhauls.

Guidance Messages: Providing clear instructions and next steps when users reach their limits, helping them understand what actions to take to resolve the issue.

Simplified Interface Adjustments: Making minor tweaks to the user interface to streamline the check deposit process and reduce user confusion without requiring major overhauls.

Design Explorations

Design Explorations

I started the project with mid-fi designs using our existing design system. Focusing on insights from earlier stages, I aimed to align with user needs and project goals. Mid-fi designs enabled rapid iteration and refinement, streamlining the process toward final implementation

I started the project with mid-fi designs using our existing design system. Focusing on insights from earlier stages, I aimed to align with user needs and project goals. Mid-fi designs enabled rapid iteration and refinement, streamlining the process toward final implementation

I started the project with mid-fi designs using our existing design system. Focusing on insights from earlier stages, I aimed to align with user needs and project goals. Mid-fi designs enabled rapid iteration and refinement, streamlining the process toward final implementation

Product Design Review

Product Design Review

I used asynchronous Product Design Reviews, enabling designers to provide feedback at their convenience. Additionally, I presented designs in bi-weekly meetings for real-time discussions and immediate clarifications, enriching the design process.

I used asynchronous Product Design Reviews, enabling designers to provide feedback at their convenience. Additionally, I presented designs in bi-weekly meetings for real-time discussions and immediate clarifications, enriching the design process.

I used asynchronous Product Design Reviews, enabling designers to provide feedback at their convenience. Additionally, I presented designs in bi-weekly meetings for real-time discussions and immediate clarifications, enriching the design process.

Stakeholders Review

Stakeholders Review

After refining designs with feedback from the triad and designers, I created a detailed presentation for stakeholders at our weekly meeting, highlighting the design journey, key UI elements, and our choices.

After refining designs with feedback from the triad and designers, I created a detailed presentation for stakeholders at our weekly meeting, highlighting the design journey, key UI elements, and our choices.

After refining designs with feedback from the triad and designers, I created a detailed presentation for stakeholders at our weekly meeting, highlighting the design journey, key UI elements, and our choices.

usability testing

usability testing

Validating Design

Planning and Conducting Usability Tests

We validated design assumptions with real users via prototype and usability tests. I invited MVP testers and new users and conducted 7 tests for feedback. The Product Manager helped by taking notes and asking follow-up questions.

We validated design assumptions with real users via prototype and usability tests. I invited MVP testers and new users and conducted 7 tests for feedback. The Product Manager helped by taking notes and asking follow-up questions.

We validated design assumptions with real users via prototype and usability tests. I invited MVP testers and new users and conducted 7 tests for feedback. The Product Manager helped by taking notes and asking follow-up questions.

Insights and Actionable Feedback

Insights and Actionable Feedback

After usability tests, I compiled the findings into a presentation with recommended changes. It summarized results, key insights, pain points, and improvement areas, backed by data and user feedback. I presented this to stakeholders, sharing insights and a plan to enhance the product. The session facilitated idea exchange, clarified concerns, and aligned the next steps.

After usability tests, I compiled the findings into a presentation with recommended changes. It summarized results, key insights, pain points, and improvement areas, backed by data and user feedback. I presented this to stakeholders, sharing insights and a plan to enhance the product. The session facilitated idea exchange, clarified concerns, and aligned the next steps.

After usability tests, I compiled the findings into a presentation with recommended changes. It summarized results, key insights, pain points, and improvement areas, backed by data and user feedback. I presented this to stakeholders, sharing insights and a plan to enhance the product. The session facilitated idea exchange, clarified concerns, and aligned the next steps.

Key Findings:

Visibility of Limits:
Four users didn’t want technicians to see the remaining limits. We decided to hide limits until roles were implemented, allowing only managers to view them.

Real-Time Notifications:
Users appreciated real-time notifications for transaction limits, finding them effective in keeping informed and avoiding surprises.

Visibility of Limits:
Four users didn’t want technicians to see the remaining limits. We decided to hide limits until roles were implemented, allowing only managers to view them.

Real-Time Notifications:
Users appreciated real-time notifications for transaction limits, finding them effective in keeping informed and avoiding surprises.

Visibility of Limits:
Four users didn’t want technicians to see the remaining limits. We decided to hide limits until roles were implemented, allowing only managers to view them.

Real-Time Notifications:
Users appreciated real-time notifications for transaction limits, finding them effective in keeping informed and avoiding surprises.

Guidance Messages:
The app’s clear instructions were well-received. Users liked having step-by-step guidance when reaching limits.

Detailed Transaction History:
Users wanted detailed transaction history showing past deposits, limits reached, and actions taken for a comprehensive overview.

Guidance Messages:
The app’s clear instructions were well-received. Users liked having step-by-step guidance when reaching limits.

Detailed Transaction History:
Users wanted detailed transaction history showing past deposits, limits reached, and actions taken for a comprehensive overview.

Guidance Messages:
The app’s clear instructions were well-received. Users liked having step-by-step guidance when reaching limits.

Detailed Transaction History:
Users wanted detailed transaction history showing past deposits, limits reached, and actions taken for a comprehensive overview.

final Design and Product Analytics

final Design
and
Product Analytics

final Design and Product Analytics

Implementing user feedback and polishing the designs

Working on Hi-Fi Designs

In this phase, I refined the UI with stakeholder feedback, aligning it with our design system. This included adjusting components, fonts, colors, and spacing. Collaborating with marketing, we crafted copy to enhance the design. I produced high-fidelity designs as the final outcome.

In this phase, I refined the UI with stakeholder feedback, aligning it with our design system. This included adjusting components, fonts, colors, and spacing. Collaborating with marketing, we crafted copy to enhance the design. I produced high-fidelity designs as the final outcome.

In this phase, I refined the UI with stakeholder feedback, aligning it with our design system. This included adjusting components, fonts, colors, and spacing. Collaborating with marketing, we crafted copy to enhance the design. I produced high-fidelity designs as the final outcome.

Creating a Measurement Plan

Creating a Measurement Plan

I led the creation of our analytics framework, defining key metrics and measurement strategies. I identified essential measurements and questions. Collaborating with the Product Manager and analytics team, we ensured comprehensive integration.

I led the creation of our analytics framework, defining key metrics and measurement strategies. I identified essential measurements and questions. Collaborating with the Product Manager and analytics team, we ensured comprehensive integration.

I led the creation of our analytics framework, defining key metrics and measurement strategies. I identified essential measurements and questions. Collaborating with the Product Manager and analytics team, we ensured comprehensive integration.

Promo video of Mobile Check Deposit

Promo video of Mobile Check Deposit

I led the creation of our analytics framework, defining key metrics and measurement strategies. I identified what we needed to measure and the questions we aimed to answer. Collaborating with the Product Manager and the analytics team, we ensured comprehensive product analytics integration.

I led the creation of our analytics framework, defining key metrics and measurement strategies. I identified what we needed to measure and the questions we aimed to answer. Collaborating with the Product Manager and the analytics team, we ensured comprehensive product analytics integration.

I led the creation of our analytics framework, defining key metrics and measurement strategies. I identified what we needed to measure and the questions we aimed to answer. Collaborating with the Product Manager and the analytics team, we ensured comprehensive product analytics integration.

Results

Situation

Outcomes and Learnings

Usage Metrics and Impact

Usage Metrics and Impact

After launching the Mobile Check Deposit feature for all users (general availability), we tracked significant engagement and success.

Initial Adoption:
In the first month, users completed 2,500 deposits, totaling $500,000 in Gross Merchandise Volume (GMV).

Sustained Growth:
In subsequent months, the average GMV exceeded $600,000 in deposited checks.

Notable Transactions:
The largest single check deposited was $100,000, demonstrating the reliability and security of the feature.

We knew that 30% of payments received by our clients were checks. Addressing this need aligned with our fintech strategy. The Mobile Check Deposit feature has greatly improved user experience and validated our strategic direction. 

After launching the Mobile Check Deposit feature for all users (general availability), we tracked significant engagement and success.

Initial Adoption:
In the first month, users completed 2,500 deposits, totaling $500,000 in Gross Merchandise Volume (GMV).

Sustained Growth:
In subsequent months, the average GMV exceeded $600,000 in deposited checks.

Notable Transactions:
The largest single check deposited was $100,000, demonstrating the reliability and security of the feature.

We knew that 30% of payments received by our clients were checks. Addressing this need aligned with our fintech strategy. The Mobile Check Deposit feature has greatly improved user experience and validated our strategic direction. 

After launching the Mobile Check Deposit feature for all users (general availability), we tracked significant engagement and success.

Initial Adoption:
In the first month, users completed 2,500 deposits, totaling $500,000 in Gross Merchandise Volume (GMV).

Sustained Growth:
In subsequent months, the average GMV exceeded $600,000 in deposited checks.

Notable Transactions:
The largest single check deposited was $100,000, demonstrating the reliability and security of the feature.

We knew that 30% of payments received by our clients were checks. Addressing this need aligned with our fintech strategy. The Mobile Check Deposit feature has greatly improved user experience and validated our strategic direction. 

2500

Deposits after in the first month

2500

Deposits after in the first month

2500

Deposits after in the first month

$500K

GMV in the first month

$500K

GMV in the first month

$500K

GMV in the first month

$600K

GMV in the following months

$100k

Biggest single check deposited

$100k

Biggest single check deposited

$100k

Biggest single check deposited

Client Experiences and Insights

Client Experiences and Insights

Through consistent updates and user testing, we created an effective, user-friendly Mobile Check Deposit feature that meets client expectations and integrates seamlessly into workflows. It’s easy to implement, time-saving, and reliable, allowing users to focus on their work rather than financial logistics.

Through consistent updates and user testing, we created an effective, user-friendly Mobile Check Deposit feature that meets client expectations and integrates seamlessly into workflows. It’s easy to implement, time-saving, and reliable, allowing users to focus on their work rather than financial logistics.

Through consistent updates and user testing, we created an effective, user-friendly Mobile Check Deposit feature that meets client expectations and integrates seamlessly into workflows. It’s easy to implement, time-saving, and reliable, allowing users to focus on their work rather than financial logistics.

Reflections: Key Learnings and Insights

Reflections: Key Learnings and Insights

Continuous Sharing and Communication:
Regularly sharing progress and results with the team and key stakeholders proved invaluable.

Hypothesis-Driven Design:
Helped in forming a validation and measurement plan for evaluating the effectiveness of proposed solutions.

Continuous Sharing and Communication:
Regularly sharing progress and results with the team and key stakeholders proved invaluable.

Hypothesis-Driven Design:
Helped in forming a validation and measurement plan for evaluating the effectiveness of proposed solutions.

Centralized User Feedback:
Sharing results and analysis asynchronously allowed team members to review and ask questions at their convenience. Scheduled live meetings for in-depth discussions when needed.

Flexibility and Adaptability:
The importance of remaining flexible and adapting plans based on real-time feedback and changing circumstances.

Centralized User Feedback:
Sharing results and analysis asynchronously allowed team members to review and ask questions at their convenience. Scheduled live meetings for in-depth discussions when needed.

Flexibility and Adaptability:
The importance of remaining flexible and adapting plans based on real-time feedback and changing circumstances.

Have Questions or Need More Details?
Let’s Connect!

Have Questions or Need More Details?
Let’s Connect!

Every project has unique challenges and opportunities. If you’re curious about the Mobile Check Deposit project or how similar strategies can elevate your business, let’s chat.

Every project has unique challenges and opportunities. If you’re curious about the Mobile Check Deposit project or how similar strategies can elevate your business, let’s chat.

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Empowering Ideas, Enabling Growth.

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© 80/20 Design 2024. All rights reserved. Privacy Policy. Terms of Use.

80/20 Design

Empowering Ideas, Enabling Growth.

Products

——————————

🔬 User Research Lab

Coming Soon!

© 80/20 Design 2024. All rights reserved.

Privacy Policy. Terms of Use.

80/20 Design

Empowering Ideas, Enabling Growth.

Products

———————————

🔬 User Research Lab

Coming Soon!

© 80/20 Design 2024. All rights reserved.

Privacy Policy. Terms of Use.