Onboarding WecheckPAY
Project Year: 2024
Project Overview
WeCheckPAY is part of a larger project aimed at streamlining the rental payment process between landlords and tenants. As part of MVP 1, my task was to create a user-friendly onboarding flow that both the landlord and tenant would complete before using the product. The process had to comply with strict financial regulations set by the Capital Markets Authority, including the integration of a KYC (Know Your Customer) questionnaire.
Project Objective
The main goal was to create a smooth and efficient user experience that complied with all regulatory requirements, while making the process as short and simple as possible for users.
Constraints
As this was part of MVP 1, I needed to carefully prioritize essential features that had to be included while maintaining compliance with regulatory requirements. This often required balancing regulatory demands with product constraints.
Challenges
The most significant challenge was adhering to strict regulations while keeping the user experience straightforward and engaging. The KYC process involved numerous details that users needed to input, and the process was initially long and exhausting. I had to find creative solutions to streamline the flow and ensure users could complete it easily.
Work Process
1. I collaborated with the company’s legal counsel to fully understand the regulatory requirements and ensure the product was compliant from the start.
2. I worked closely with product managers to map out the entire user flow, identifying all the questions and data points we needed from users.
3. Once the flow was ready, I created a wireframe, which was reviewed by the legal counsel, product managers, the VP of Development, and the CEO to ensure everything met both regulatory and time constraints.
4. After refining the wireframe, I designed a full prototype, including animations I created in After Effects, new UI components, and screens tailored for both desktop and mobile.
5. I presented the design to the company’s senior management, and then tested it with two focus groups. During testing, users had difficulty completing a specific page, as they didn’t know where to find the required details. I implemented an "info" button with graphical explanations to resolve this issue.
6. Once all revisions were made, I created a detailed specification document for the developers, including design links and requirements for each screen. I met with the development team to walk them through the specifications, ensuring everything was clear and minimizing potential questions during development.
Impact and Results
The product has been released to a select group of customers, and so far, we’ve received positive feedback. Users have successfully completed the onboarding process without requiring assistance from customer service, which validates the effectiveness of the design.
Personal Contribution
I was responsible for leading the entire UX/UI design process for the project, working closely with product managers, the legal counsel, and the development team to ensure a seamless user experience and full compliance with regulatory requirements.