Designed a new feature related to users’ monthly goals, giving the user more control over the amount Bright deducts each month, and allowing those deductions to be more predictable.
I landed the UX Design part time role with Bright Money in early May 2020. I was lucky to be working closely with the head of product design and their San Francisco-based design team. At Bright, I integrated and improved emotional intelligence for theBright Money application. The main project during my internship was to define a project scope and design a new product feature.
I was part of the design team based in SF lead by the head of design. When I joined there were 3 designers based in SF, 2 graphic designers based in Ukraine, and around 40 engineers all based in India. I lead the UX work related to the monthly goal feature. I presented all feature updates, and prototypes to both leaders of the startup as well as stakeholders.
User adds a monthly goal. The amount is transferred from their bank account to a new account on Bright Application.
Bright divides the monthly goal equally over four quarters of the month.
The user has the option to change the monthly goal or cancel it at any time.
After getting initial feedback from users, the team knew one of the main challenges would be giving users more predictability by giving them more control. Through conversations with our power users, we were able to design a empathy map of the system and start brainstorming a new system design.
The user does not have the same amount of money every week of the month.
The user needs more control over how to change the amounts Bright deducts from their account over four monthly quarters.
The main goal determined by brainstorming was to get rid of that one pain point where our users are not in control of deductions. The team came down to three different solutions that we tested with our power users; below is the finalized solution. To read more about the other two options we considered, download the full PDF.
Based on interviewing and user testing of the three main options we had, we went forward with option 1. It was important for the team to stick to the guidelines on the screen, helping users who do not understand it right away to get deeper into the feature and get a complete understanding. Option 1, in our users’ opinion, gave them the most control and made them happy and secure about their monthly goal transactions.
We show the user what we are going to transfer from their account in the upcoming week. The user has the option to change or cancel.
The user tells us the best times of the month to deduct more toward their goal, vs weeks that are less optimal.
We give the user a complete financial snapshot to assure them that Bright is aware of their whole situation. The user can change the picture if Bright missed something.
In order to help understand many of the complex flows and how the user would interact with the feature, I mapped workflows on paper. Doing so helped me to understand the particular points where our current flow system could benefit the user.
I sketched my designs on paper. I used digital prototyping to bring the designs to life and went through them with our power users. This helped me work faster and led me to consider more ideas.
We worked closely with our development team in India to bring our designs to life as prototypes. Then we went on and did virtual tests with our power users.
New flow for monthly goal feature
New link in navigation: My Goal
The user can view the status of their monthly goal. They can also edit their monthly goal.
An interactive infographic where the user can view their current savings plan.
Four bars represent each week of the month; the user can edit how much Bright transfers per week.
The user can view the status on his current monthly goal and see its progress on the progress bar. He can also edit his monthly goal. While editing, the user can also cancel this goal in the background.
In order to quickly evaluate their current savings plan, they can tap between the monthly quarters and see how much Bright is transfering per week to achieve their monthly goal.
Four bars representing the percentage of total deductions for each week (or quarter) of the current month. As the user slides one bar, the percentages of all the others compensate for the change, giving the user full control over transfers to their monthly goal.
I learned to collaborate with engineers. Having a background in coding helped me a lot with communicating and understanding their feedback better.
Working closely with the design team, and getting/giving feedback helped a lot with finalizing the solution.
The design was all based on users’ feedback. The power users of Bright were lead the design of the feature—their problems showed us the path to a solution.
I wouldve wanted to gather more feedback from user testing. Sadly I started school before the final user testing went through.
I wanted to know how and if the users were completely understanding the weekly bars where they can edit each week at a time.
To know how the traffic and exit rate was at the monthly goal screen to document if users were clicking on the question mark above each component.