Live events

Industry

Architecture

Client

Implementto

Service

Date

February 2025

An emblem is a graphical mark, stamp, or emblem utilized to promote and encourage broad awareness and acceptance. It may present as a metaphorical or imaginative figure or include the term it represents, as illustrated in a logotype.

initial goal

initial goal

problem

Content creators and gig workers with multiple income streams need an e-wallet that helps them track earnings, set savings goals, and manage finances across platforms because existing solutions lack the necessary features, leading to financial disorganization and missed opportunities.

opportunity

opportunity

opportunity

PlutoPay was designed to provide an intuitive, secure, and efficient way for users to track income, set savings goals, and streamline financial transaction.

how to better understand the user

User research will need to be conducted in the form of interviews, surveys, and competitor analysis to identify common frustrations and needs

initial user interview summaries

initial user interview summaries

common themes found

common themes found

user insights

Centralization: All three interviewees expressed a need for a consolidated financial platform to manage income from multiple sources, improving efficiency.


Income Tracking: All participants need a better system for tracking income, especially across different apps, to simplify budgeting, financial reporting, and taxes.


Adaptability: Interviewees are open to adopting new tools if they offer improved features, integration with existing platforms, and security, as demonstrated by their current frustrations with available solutions.

who are we designing for?

sample plutopay user

sample plutopay user

how will this app be used?

wireframes







prototype test plan

Test 6 participants in person with varying levels of familiarity with financial planning apps, including first-time users and experienced users.


Assess the intuitiveness of core workflows, identify usability barriers that hinder task completion, gather qualitative feedback to improve user-centered design decisions, and enhance the app’s value for key personas


Measure task success rate, time on task, error rate, satisfaction ratings, and qualitative observations via transcribed recordings, gather qualitative feedback to improve user-centered design decisions and enhance the app’s value for key personas.

insights from user testing

1. Misinterpreted Menu Labels


  • Root Cause: Users expect a more direct, action-oriented term that clearly signifies the addition of financial entries


  • Suggested Change: Update menu labels to use clear, action-oriented language


2. Difficulty Navigating to the Budgeting Section


  • Root Cause: This misalignment with users’ mental models creates uncertainty about where to find essential financial management features


  • Suggested Change: Reorganize the navigation structure to place the budgeting section prominently on the home screen


3. Unclear Terminology and Naming Conventions


  • Root Cause: The terminology used in the app does not match users’ everyday language or expectations, leading to misinterpretation of key features


  • Suggested Change: Simplify terminology and include contextual help icons explaining financial terms.

1. Misinterpreted Menu Labels


  • Root Cause: Users expect a more direct, action-oriented term that clearly signifies the addition of financial entries


  • Suggested Change: Update menu labels to use clear, action-oriented language


2. Difficulty Navigating to the Budgeting Section


  • Root Cause: This misalignment with users’ mental models creates uncertainty about where to find essential financial management features


  • Suggested Change: Reorganize the navigation structure to place the budgeting section prominently on the home screen


3. Unclear Terminology and Naming Conventions


  • Root Cause: The terminology used in the app does not match users’ everyday language or expectations, leading to misinterpretation of key features


  • Suggested Change: Simplify terminology and include contextual help icons explaining financial terms.

final mockup

icon stroke weight


Ensured consistent stroke weight across all icons to unify the final design.


logo

Mascot has been included to make routine tasks more enjoyable, reduce cognitive load and make the user experience more memorable.


modified buttons

Updated dashboard buttons to differientiate action-oriented language user flows. Changed "income” to “income sources” to address pain points discovered in user testing.