Lending Platform

Role Research & Design
Duration 10 Months
Company Growers Edge

Overview

As a team we wanted to revolutionize how farmers applied for business loans by creating an intuitive and easy to use product.

This involved an all hands on deck approach from everyone involved. We wanted to take an existing process and completely overhaul it. An important aspect of this was creating a seamless, intuitive, and easy to understand UI which would in turn give the user a wonderful experience. We wanted to turn a process that is naturally long and confusing and make it something enjoyable for anyone and everyone.

My Responsibilities

I was tasked as the lead designer on this project and was involved in every step of the product development process from the early stages where we gathered requirements to guiding the development team through the buildout of the application.

  • Designed a sleek and intuitive interface that’s simple to navigate and easy to understand
  • Collaborated with developers and project owners in order to effectively fulfill user needs
  • Created various deliverables such as wireframes, high-fidelity prototypes, and flowcharts
  • Conducted user testing in order to fully understand user needs and frustrations

Challenges

As with any complex project the challenges were plentiful. They ranged anywhere from generating ideas during our whiteboarding process to deciding on what features we wanted to have for our first release. These were some of the challenges I faced:

Taking a complex process with many steps and dramatically simplifying it Distinguishing between business needs and wants for MVP Effectively guiding the business through difficult design decisions Very stringent project timeline.

Sprint Zero

With this being a new product that was being built from the ground up we decided to completely reset the clock and start at sprint zero. This helped us establish timelines, set up ground rules as far as how our sprints would go, and so on.

Our first sprint consisted of gathering requirements for the project from various sources on the business side of the company. We spent a majority of our initial sprint whiteboarding how the application would flow and what it would be composed of. We used Miro as our tool of choice to create flowcharts and jot down what features we wanted for the MVP release.

  • Creating a persona that would accurately represent our end user
  • Developing a flowchart that would allow the business to see how the application would flow through and through
  • Gathering examples of existing applications in order to have something to draw from when creating the initial prototype
  • Setting up various meetings between the development and lending teams to close any gaps in the requirements
  • Building out the skeleton of the application for my first iteration and presenting it to numerous individuals within the company

Did Someone Say High-Fidelity?

Developing a prototype was single-handedly the most important aspect of my design process for this project. This allowed me to present the design to the business as something more than just a set of sketches and wireframes.

It gave them the ability to run through the application and experience it almost as if it was a fully functioning product. This gave them the chance to pick it apart, see what worked, and what didn’t. The feedback that I got from the first iteration of the high-fidelity prototype would drive the rest of the design process throughout the entire duration of the project. The prototype was integral from the very start of the project to the very end and was used by almost every individual that was assigned to this project.

Initial Feedback

Feedback was extremely important throughout the span of the project but the initial comments I received upon completing the first prototype proved to be some of the most integral feedback.

The feedback I received upon submitting my first few deliverables for the project was incredible. It helped me distinguish between what I was doing right and what needed to be improved in the following iterations. I received input from all over the place, whether it be project managers, developers, QA, everyone managed to voice their input. There was a ton of dialog between all of the various teams which helped drive a lot of my future design decisions. Also, it was very gratifying hearing all of the positive feedback and very humbling hearing the constructive feedback that came along with it. I strongly believe that this initial feedback I received helped turn this project from something good into something great.

Summary

It’s always a pretty great day when you manage to successfully create a product that will help people. It’s what we set out to do as a team and I think we achieved just that.

This project was a whirlwind in the most positive way possible. I got the honor of designing an application from the ground up and making sure it hit all of the marks as far as requirements went. Apart from that I got to work with so many different individuals in our organization that I wouldn’t have gotten to work if it wasn’t for this project. I loved every challenging second of this project and the fact that it truly pushed me past my boundaries as a designer.

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