BlueTape is a payment solution for material suppliers and
contractors. It covers from payment management to credit access.
Problem
Currently, small businesses have no easy way of making payments when their sub-contractors and representatives go to purchase material for the jobs. Typically What happens is that a sub-contractor goes to a supply store and when they get to the cashier to pay for their purchase, the cashier have to make a call to get the payment information from the head contractor, which is a time-consuming and inefficient process, with lots of back and forth between different actors, including the store cashier, sub-contractor and head contractor.
Lack of access to online payment solutions.
ROLE
Product Designer
Designed the entire material suppliers
and builders app for Beta01, from conception to delivery.
Goal
To build a solution for builders and material supplier to solve the payment complications.
Idea
To create a system to make payments through an online payment solution, so the whole payment aspect of purchased can be done by a few clicks.
User research
First, I gathered information to understand the user and the business
goals and shared the findings in an agile format to adapt the startup's
high-speed process. The following is a list of the methods I used to study
the users.
Market Analysis.
User interviews with targeted users.
Observation of the user journey without our product on the site.
Designed a "pre-launch form" in order to collect essential data about our users and be able to identify their needs and expectations in the market.
Primary Personas and their needs
Builders' Needs:
To avoid having to read the card number and be on the phone
every time they want to pay for a material, they need hassle-free
payment solution.
Manage their payments without sharing their card information
with their employees for purchases.
User demographics
Mostly men
34+
Using mobile devices
Suppliers' Needs
Streamlining the payment process for the builders so they
don't have to contact them every time they need payment.
Maintain a directory of the client's accounts and keep track
of their bills and payments.
User demographics
Mostly men
34+
Using mostly Desktop
Solution
Based on the user journeys, the final solution
was to build a platform that addressed both parties' needs within
their constraints.
Builders
Product description
Builders application, is a mobile-based
application for builders to receive and pay invoices and apply
for LP credit and pay over time. The app helps them to see and
manage all their payment activity.
Web-Based vs Mobile App
There were 2 main reasons why we decided not
to build a mobile app and launched the Beta versions on a website.
We needed to earn users' trust before asking them to
download the app.
The technology constraints didn't allow us to release the
product as an app.
Delivered designs
List of projects I worked on from research
to Wireframes and prototypes.
Builder signup independently
Builder signup invited by Supplier
Builder signup independently
Onboarding
Setup/Edit Payment Method
Transaction Tab
Empty/active transaction
Alerts
Invoice Alerts
Card Alerts
payments
Account Tab
Signup/Login
Onboarding
Welcome Screens
Transactions Tab
Invoices Tab
Payment
Material Suppliers
Product description
Built a product for suppliers to upload
their accounts, create invoices and send them to the builders. In
the meantime, they can manage their transactions and review their
payment activity.
Delivered Design
Sign Up/ Login/ Forgot Password
Business verification Form
Dashboard Design
Dashboard home screen
Welcome
Onboarding
Console
Accounts tab
Account table
Upload Add Account
ACTIVE: Account Detail
INVITED: Account Detail
SAVED: Account Detail
Create invoice within account detail
Invoices
Invoice Table
Create Invoice
Add new account inside of invoice
Invoice Detail
Placed Invoice Detail
Draft Invoice
Invoice Table Notification
Transactions
Transaction Table
Transaction Detail (for both Credit Cards and ACH)
Initiate Refund
Settings
User Management
Bank Management
Contact Information
Login
Welcome and Onboarding Tutorial
Registration Form
Home Tab
Accouts Tab
Invoices Tab
Transactions Tab
Settings Tab
My key impacts
Implemented a design process: In order for the design
team, Product lead, the dev team, Marketing, Finance, and
the executive managers to have a clear understanding of the
phases and give them visibility into upcoming sprints.
Improved usability across the platform: As The Product
Designer, I actively conducted UX research and usability
testing on all projects and put validating the ideas in
priority.
Created Design System structures: I mentored one of the
junior visual designers to continue creating atomic
components in the design system and keeps evolving it as the
design grows.
Establish a close working relationship between the
development and product teams: I included the dev lead to
the design sessions to make sure the dev team has enough
visibility into the design decisions and inform us about
the technology constraints early in the process.
Maintained a close relationship wirth the marketing
team to stay informed about the business growth goals
andstrategies and prioritize the design accordingly and
keep the language consistent.
As the main design contributer I worked with a
visual designer and Junior designer and led thel the
design process for both desktop and mobile devices
from research to the final product.
