Vchasno.Kasa (Case study)
Fintech • B2B
Fintech • B2B
Vchasno. Kasa is one of the products of the Vchasno eco- system for business. This is a software POS a product through which entrepreneurs can issue checks, add goods and payments for their outlets.
Vchasno. Kasa is one of the products of the Vchasno eco- system for business. This is a software POS a product through which entrepreneurs can issue checks, add goods and payments for their outlets.
My role
Ui/Ux Designer
Deliverables
OOUX
BPMN
8 Usability Testing
6 Hypotheses
Timeline
Feb 2024 - Mar 2024
Team
4 Ui/Ux Designers
Problem
Problem
A complex user path from registration to receiving the first check in the application, which can lead to a decrease in conversion and user churn at the early stages of interaction with the service.
A complex user path from registration to receiving the first check in the application, which can lead to a decrease in conversion and user churn at the early stages of interaction with the service.
A complex user path from registration to receiving the first check in the application, which can lead to a decrease in conversion and user churn at the early stages of interaction with the service.
Goal
Goal
Optimize the user's path from registration to issuing the first check.
Optimize the user's path from registration to issuing the first check.
Optimize the user's path from registration to issuing the first check.
My design approach
The complex and unfamiliar product required deep analysis of data and processes, leading to the use of OOUX and BPMN approaches. This enabled a detailed examination of the user path and identification of potential areas for improvement.
The complex and unfamiliar product required deep analysis of data and processes, leading to the use of OOUX and BPMN approaches. This enabled a detailed examination of the user path and identification of potential areas for improvement.
Briefing
Briefing
After the briefing with the customer, many processes and nuances of the product became clear, enabling a deeper understanding of the product and faster progress to the next stages of work.
After the briefing with the customer, many processes and nuances of the product became clear, enabling a deeper understanding of the product and faster progress to the next stages of work.
Created OOUX to gain a deeper understanding of the interface and the product's information architecture. This clarified key structural elements for better design decisions.
Created OOUX to gain a deeper understanding of the interface and the product's information architecture. This clarified key structural elements for better design decisions.
Analyzed the user path through a BPMN diagram. Identified barrier points in the registration process and cash register functionality where users faced confusion or incomplete features.
Analyzed the user path through a BPMN diagram. Identified barrier points in the registration process and cash register functionality where users faced confusion or incomplete features.
After conducting research and analyzing the product, we formed 6 hypotheses. Based on them, we made prototypes of the updated application for user testing.
After conducting research and analyzing the product, we formed 6 hypotheses. Based on them, we made prototypes of the updated application for user testing.
Hypothesis 1
Hypothesis 1
Onboarding in the form of stories
Onboarding in the form of stories
Assumption
Assumption
Vchasno.Kasa users do not understand what to do when using it for the first time. If we add a clear initial onboarding about next steps, then users will know their next steps.
Vchasno.Kasa users do not understand what to do when using it for the first time. If we add a clear initial onboarding about next steps, then users will know their next steps.
Decision
Decision
Onboarding was added, namely: 4 screens that, like stories, tell what awaits the user. Scroll through time and have the ability to stop Tap.
Onboarding was added, namely: 4 screens that, like stories, tell what awaits the user. Scroll through time and have the ability to stop Tap.
Feedback
Feedback
During the first testing, the respondents did not have time to read the information, but after adjusting the browsing time, the majority got acquainted
During the first testing, the respondents did not have time to read the information, but after adjusting the browsing time, the majority got acquainted
Hypothesis 2
Hypothesis 2
Login/Sign up via Google and Microsoft
Login/Sign up via Google and Microsoft
Assumption
Assumption
Adding the option to log in using Google or Microsoft accounts will simplify and speed up the login process for users.
Adding the option to log in using Google or Microsoft accounts will simplify and speed up the login process for users.
Decision
Decision
Buttons for Google and Microsoft were added to the registration process.
Buttons for Google and Microsoft were added to the registration process.
Feedback
Feedback
Respondents appreciated this feature and were pleased to avoid manually entering extensive information.
Respondents appreciated this feature and were pleased to avoid manually entering extensive information.
Hypothesis 3
Hypothesis 3
Reminder for Email Confirmation
Reminder for Email Confirmation
Assumption
Assumption
Adding a notification in the app about the need to confirm the email will likely prompt users to confirm and proceed to the next step more quickly.
Adding a notification in the app about the need to confirm the email will likely prompt users to confirm and proceed to the next step more quickly.
Decision
Decision
We created an additional screen reminding users to confirm their email.
We created an additional screen reminding users to confirm their email.
Feedback
Feedback
Respondents completed this step very quickly and did not even notice the addition of this feature, as they were not previously familiar with Vchazno.Kasa, making it an expected change.
Respondents completed this step very quickly and did not even notice the addition of this feature, as they were not previously familiar with Vchazno.Kasa, making it an expected change.
Hypothesis 4
Hypothesis 4
Step-by-step widget and banner tips
Step-by-step widget and banner tips
Assumption
Assumption
If we add a progress bar with next steps and banners with hints, then the user will understand what to do next and will successfully complete the entire journey.
If we add a progress bar with next steps and banners with hints, then the user will understand what to do next and will successfully complete the entire journey.
Decision
Decision
Made a progress bar with steps and banners with tips.
Made a progress bar with steps and banners with tips.
Feedback
Feedback
Respondents actively used the step-by-step widget and followed the prompts. After feedback from the first tests, the widget was improved. As a result, the steps were performed in a few sips.
Respondents actively used the step-by-step widget and followed the prompts. After feedback from the first tests, the widget was improved. As a result, the steps were performed in a few sips.
Hypothesis 5
Hypothesis 5
Expanding in-app registration
Expanding in-app registration
Assumption
Assumption
Adding new roles during registration will make the application easier to use
Adding new roles during registration will make the application easier to use
Decision
Decision
Added form 3 in 1 Registration of point of sale, cash register and cashier in the application.
Forms for adding a product and category, as well as the corresponding "New product" and "Action" buttons have been added to the application.
Added form 3 in 1 Registration of point of sale, cash register and cashier in the application.
Forms for adding a product and category, as well as the corresponding "New product" and "Action" buttons have been added to the application.
Feedback
Feedback
Respondents registered of point of sale, cash register and cashier and actively created a product even without a task, switching from a step-by-step widget.
Respondents registered of point of sale, cash register and cashier and actively created a product even without a task, switching from a step-by-step widget.
Hypothesis 6
Hypothesis 6
Test check
Test check
Assumption
Assumption
Several days pass from the registration of the point of sale to the creation of the first check, because entrepreneurs are not ready to create real checks right away. If you tell users in time that there is a test check, they will create the first check on the same day.
Several days pass from the registration of the point of sale to the creation of the first check, because entrepreneurs are not ready to create real checks right away. If you tell users in time that there is a test check, they will create the first check on the same day.
Decision
Decision
Added an offer (pop-up screen) to create a test receipt at the first use after registration.
Added an offer (pop-up screen) to create a test receipt at the first use after registration.
Feedback
Feedback
Respondents created test checks immediately after registration of the point of sale, cash register and cashier and practiced their skill of creating checks.
Respondents created test checks immediately after registration of the point of sale, cash register and cashier and practiced their skill of creating checks.