Project Case Study: Payment Groups
Overview
Project: Payment Groups
Role: Senior Product Designer
Duration: Ongoing
Challenge
The "Payment Groups" product aims to simplify regular payments such as utilities, car expenses, subscriptions, and other recurring payments. It evolves the existing "My Home" feature, which was essentially a list of saved payments without additional functionalities.
Objectives
- Integrate "My Home" into the "Payment Groups" feature as a template.
- Facilitate easy setup of payment groups using templates with relevant transactions.
- Enhance navigation through categories and improve the search function.
- Enable flexible multiple payments, allowing users to pay all or selected transactions.
- Provide easy editing of payment amounts.
- Develop a separate receipt type for multiple transactions.
- Plan future features, including automatic recurring payments and fund reservation for upcoming payments.
Process
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Feature Integration:
- Integrated "My Home" into "Payment Groups" as one of the templates.
- Developed templates to assist users in setting up payment groups with relevant transactions.
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Design and Development:
- Enhanced the navigation and search functionality to improve user experience.
- Implemented flexible multiple payment options, allowing users to pay all or selected transactions.
- Added features for editing payment amounts and developed a separate receipt type for multiple transactions.
- Created a comprehensive set of design system components covering various scenarios.
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User Testing and Iteration:
- Conducted extensive testing, including corridor studies and real-user testing.
- Iteratively refined the design based on feedback.
- Achieved minimal user resistance in the latest rounds of testing.
Key Features of the Payment Groups
- Integrated Templates: "My Home" became part of the "Payment Groups" feature, offering templates for easy setup.
- Flexible Payments: Users can pay all or selected transactions within a group.
- Editable Payment Amounts: Users can easily edit payment amounts for each transaction.
- Multiple Transaction Receipts: Developed a new receipt type for multiple transactions.
- Future Enhancements: Planned features include automatic recurring payments and fund reservation.
Conclusion
The "Payment Groups" feature has significantly enhanced the usability and convenience of managing regular payments. By integrating templates, improving navigation and search functionalities, and enabling flexible payment options, the feature has streamlined the user experience. Ongoing development and planned enhancements will continue to add value, making this a vital part of the app’s offering. The positive user feedback and increased engagement demonstrate the success of this comprehensive redesign.
