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Kunal Chaudhary
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KyePot Asset management (SaaS)

In 2016, I worked on a 0-1 SaaS Product for KyePot. The brief was to introduce a new tool foreman to better manage chit funds.

Role

Worked as the Lead Product Designer for the project. Collaborated with C level executives to design and test the product.

Deliverables

  • User research

  • Iterative design

  • User- experience design

  • User-interface design

  • Wireframing

  • User testing

Team

CEO

CPO

Product Manger

2 Tech(BE+FE) 
1 QA

1 Lead Product Designer(Me)

Background

Kyepot's CEO and CPO assigned me with this new task to design a new tool to better manage a  Foreman's Chit Fund. They were using a Tally product.
 
Below are some screenshot I got from the team. 

Presentation.png
Presentation 2.png
Presentation 1.png

Process

Process.png

Field Study

In order to understand my users better I had to get involved, observe and interview participants in their environment while they engage in their natural behavior and complete their daily routines.

Day 1-
Direct Observation

Kept my interaction at a minimum during the activity of interest, and reserved my questions usually for
the end of the task.

Day 2-
Contextual Inquiry

Users were very task oriented their motivation was to complete their task and meet their daily goals.

Every day depending on the status of the group, their tasks were similar.

Learnings

Users were very task oriented, their motivation was to complete their task and meet their daily goals.

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Everyday depending on the status of the group, their tasks were similar.

Outcomes

I created a list of most common tasks, verified it by conducting a Information Priority exercise (shown below in Information Architecture).

The exercise helped me get a very good understanding of how our users work and what they usually do on a daily basis.

Defining the
Information Architecture 

This was the most important step for me as it helped me synthesise all the data into an information architecture, guiding the structure and navigation, it took me 3 days to create this, but this helped me speed through the visual. 

IA Bento.png

Wireframes and testing

I created two wireframes (below) and tested them with our users. Users prefer clear visibility of their actions over wide analytics. Homepage 1 was the clear winner, and I incorporated input into subsequent versions.

Users preferred ease to complete task over analytics.

Wireframe.png

Homepage 1 (Winner!)

Wireframe 2.png

Homepage 2

MVP

Home (1).png
Add Member.png
Create Group.png
Home 3.png
Home 4.png

Homepage

Dashboard detailed.png

UI Style and Components

Type and Color.png
Components.png

Outcomes
and Learnings

NPS Score:

75%

This project showed me that your plan will most likely fail and you will have to resort to a backup, whether for user research or team deadlines. This project taught me how to think on my feet.

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I was moving along with a lot of assumption and that created a lot of challenges. I had to unlearn a lot of things and listen carefully. Slowly I started to win the trust and by the end of the project I became more humble if not better.

Success Rate:

80%

of our participants were able to complete the task successfully with no error.

Task Duration:

2x

Faster task completion than the old product.

Quick actions were the most popular areas of the web-app.
My hypothesis from the user research was right, which was a huge relief.

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