Optimizing Check Deposits: A Housecall Pro Case Study
Optimizing Check Deposits: A Housecall Pro Case Study
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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.
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.
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.
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 launching the MVP to alpha users, we gathered feedback and measured the performance of the Mobile Check Deposit functionality. This phase focused on validating the implementation, identifying areas for improvement, and making iterative enhancements to ensure seamless integration into technicians’ workflows.
After launching the MVP to alpha users, we gathered feedback and measured the performance of the Mobile Check Deposit functionality. This phase focused on validating the implementation, identifying areas for improvement, and making iterative enhancements to ensure seamless integration into technicians’ workflows.
After launching the MVP to alpha users, we gathered feedback and measured the performance of the Mobile Check Deposit functionality. This phase focused on validating the implementation, identifying areas for improvement, and making iterative enhancements to ensure seamless integration into technicians’ workflows.
Why Mobile Check Deposit Matters?
• Market Relevance:
Checks remain popular in the U.S., with 11 billion processed annually. Within Housecall Pro, checks account for 30% of transactions.
• User Demand:
Users frequently receive check payments; instant deposits within the app address this pain point.
• Market Relevance:
Checks remain popular in the U.S., with 11 billion processed annually. Within Housecall Pro, checks account for 30% of transactions.
• User Demand:
Users frequently receive check payments; instant deposits within the app address this pain point.
• 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:
Technicians save time by eliminating bank visits.
• Strategic Alignment:
Supports Housecall Pro’s goal of being a comprehensive tool for business needs, including financial transactions.
• Efficiency:
Technicians save time by eliminating bank visits.
• Strategic Alignment:
Supports Housecall Pro’s goal of being a comprehensive tool for business needs, including financial transactions.
• Efficiency:
Technicians save time by eliminating bank visits.
• Strategic Alignment:
Supports Housecall Pro’s goal of being a comprehensive tool for business needs, including financial transactions.
Task
Task
Prioritizing Post-MVP Enhancements
Prioritizing
Post-MVP Enhancements
The Challenges
Our primary challenge was prioritizing development steps. We gathered feedback from 10 alpha users via phone calls, emails, and usage analytics, highlighting key areas for improvement.
Our primary challenge was prioritizing development steps. We gathered feedback from 10 alpha users via phone calls, emails, and usage analytics, highlighting key areas for improvement.
Our primary challenge was prioritizing development steps. We gathered feedback from 10 alpha users via phone calls, emails, and usage analytics, highlighting key areas for improvement.
Post-MVP challenges
Post-MVP challenges
Post-MVP challenges
• Feedback Prioritization:
Analyzing and prioritizing user feedback to address critical issues first.
• Usability Improvements:
Enhancing the UI based on user pain points.
• Feedback Prioritization:
Analyzing and prioritizing user feedback to address critical issues first.
• Usability Improvements:
Enhancing the UI based on user pain points.
• Feedback Prioritization:
Analyzing and prioritizing user feedback to address critical issues first.
• Usability Improvements:
Enhancing the UI based on user pain points.
• Feature Expansion:
Developing additional features suggested by users.
• Technical Performance:
Addressing app stability, compatibility, and processing speed.
• Feature Expansion:
Developing additional features suggested by users.
• Technical Performance:
Addressing app stability, compatibility, and processing speed.
• Feature Expansion:
Developing additional features suggested by users.
• Technical Performance:
Addressing app stability, compatibility, and processing speed.
General challenges
General challenges
General challenges
• Customer Trust:
Customers may hesitate to trust Housecall Pro for financial transactions.
• Security and Compliance:
Managing fraud risks and meeting regulatory needs is crucial while keeping costs manageable.
• Customer Trust:
Customers may hesitate to trust Housecall Pro for financial transactions.
• Security and Compliance:
Managing fraud risks and meeting regulatory needs is crucial while keeping costs manageable.
• Customer Trust:
Customers may hesitate to trust Housecall Pro for financial transactions.
• Security and Compliance:
Managing fraud risks and meeting regulatory needs is crucial while keeping costs manageable.
• Usability:
Smooth check image capture needs a user-friendly design to avoid frustration.
• Processing Time:
Customers expect quick, predictable processing times to feel confident using the feature.
• Usability:
Smooth check image capture needs a user-friendly design to avoid frustration.
• Processing Time:
Customers expect quick, predictable processing times to feel confident using the feature.
• Usability:
Smooth check image capture needs a user-friendly design to avoid frustration.
• Processing Time:
Customers expect quick, predictable processing times to feel confident using the feature.
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
I contacted selected users for follow-up calls and emails to clarify their feedback. Consolidating feedback, I identified common patterns and areas of concern. I prioritized feedback based on its importance and frequency, focusing on critical issues to inform decisions for enhancing the Mobile Check Deposit feature.
I contacted selected users for follow-up calls and emails to clarify their feedback. Consolidating feedback, I identified common patterns and areas of concern. I prioritized feedback based on its importance and frequency, focusing on critical issues to inform decisions for enhancing the Mobile Check Deposit feature.
I contacted selected users for follow-up calls and emails to clarify their feedback. Consolidating feedback, I identified common patterns and areas of concern. I prioritized feedback based on its importance and frequency, focusing on critical issues to inform decisions 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 beta release as the next key milestone.
• Stakeholder Discussions:
Collaborated with fintech stakeholders to identify critical blockers.
• Roadmap Alignment:
Reviewed our prioritized feedback in the context of our product roadmap.
• Beta Release Preparation:
Identified the beta release as the next key milestone.
• Stakeholder Discussions:
Collaborated with fintech stakeholders to identify critical blockers.
• Roadmap Alignment:
Reviewed our prioritized feedback in the context of our product roadmap.
• Beta Release Preparation:
Identified the beta release as the next key milestone.
• Stakeholder Discussions:
Collaborated with fintech stakeholders to identify critical blockers.
New Direction
New Direction
New Direction
Justification for Implementing Transactional Limits
Justification for Implementing Transactional Limits
Justification for Implementing Transactional Limits
• Security: Protects users from potential fraud risks by preventing unusually high or potentially unsafe transactions.
• Adaptability: Tailors transaction experiences to fit small and large business needs.
• Security: Protects users from potential fraud risks by preventing unusually high or potentially unsafe transactions.
• Adaptability: Tailors transaction experiences to fit small and large business needs.
• Security: Protects users from potential fraud risks by preventing unusually high or potentially unsafe transactions.
• Adaptability: Tailors transaction experiences to fit small and large business needs.
• Compliance: Ensures Stripe can validate checks per industry regulations, enhancing integration reliability.
• Compliance: Ensures Stripe can validate checks per industry regulations, enhancing integration reliability.
• Compliance: Ensures Stripe can validate checks per industry regulations, enhancing integration reliability.
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 started with a kick-off workshop involving our cross-functional team (product designer, product manager, engineering lead). After the workshop, I shared the file with stakeholders for asynchronous review.
We started with a kick-off workshop involving our cross-functional team (product designer, product manager, engineering lead). After the workshop, I shared the file with stakeholders for asynchronous review.
We started with a kick-off workshop involving our cross-functional team (product designer, product manager, engineering lead). After the workshop, 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 for implementing transaction limits for the Mobile Check Deposit feature. This included selecting appropriate tools and methods to address project needs and ensure a seamless transition to the beta version.
As the Lead Product Designer, I tailored the design process for implementing transaction limits for the Mobile Check Deposit feature. This included selecting appropriate tools and methods to address project needs and ensure a seamless transition to the beta version.
As the Lead Product Designer, I tailored the design process for implementing transaction limits for the Mobile Check Deposit feature. This included selecting appropriate tools and methods to address project 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
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.
Competitors Analysis
Competitors Analysis
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.
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.
• Need for Clear Processing Time:
Users anticipated fast fund availability but found processing times unclear, causing anxiety. Clearer messaging on timing could boost trust.
• Security Checks and Deposit Speed:
Users wanted security but were worried about delays for larger deposits. Transparency around security checks would reassure users.
• 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.
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.
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.
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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