Samarth Jajodia
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External
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HighRadius PayNRemit
redesigning the mobile experience to settle open A/R invoices in B2B world
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In charge of designing a fresh experience for supplier mobile app to improve its usability across core touchpoints like navigation, filter, payment with overall visual redesign to align with new design language thereby reducing customer churn.
Platform
Android (Native)
Role
UX Design, Interaction/Visual Design
Timeline
Oct-Dec 2020
Worked with
Product Manager, Senior Software Engineer
Context
During my time as an intern at Highradius, I have been majorly involved in establishing an updated design language for Highradius products. As we progressed with the new style guides and components, our team was parellely incorporating the new standardized design language across all products and Highradius PayNRemit was one of them.
Though, apart from updating the visuals, there were chunks of UX problems to solve as well that could enhance the user experience.
Understanding the business
Prior to discussing the app and its problems, it was crucial to understand the business and how the mobile application generates revenue. Therefore, I obtained knowledge about the business and how the app facilitates its services to design effective solutions for any issues related to the application by setting up meetings with the management.
Overview of a B2B wholesale transaction
As mentioned above, there are two methods for completing this transaction: payment settlement by the supplier or by the buyer.
In the current project, our focus is on studying the supplier-end remittance settlement process and redesigning the experience for it. Although I also designed the buyer flow as well, it was descoped for later by management. I will share a few screens from the buyer flow that were signed off for development.
Understanding the Problem
PM team came with following statement —
"Field sales representatives find it difficult to collect remittances from their customers. It's a very time-consuming process for them."
Stating the above, they walked me through the entire application explaining the entire payment process along which they pointed out problems faced by sales agents. With this, they gave me the task to run in parellel — visually uplift the application. Then I started using the application myself where I could clearly identify some of the root causes that were leading to unintended user problems.
How the app helps supplier-end settlement
The HighRadius Supplier App facilitates the remittance collection process, which involves several steps. In this process, the supplier's accounts receivable representative visits the customer (here, Walmart) to collect the remittance and settle any open invoices on behalf of the customer.
Challenges
After subsequent discussions with the product management (who had customer feedbacks), engineering and other internal stakeholders I made a consolidated list of problems, solving of which could effectively improve the user experience to significant amount.
Constraints
  • Users have specific expectations for collecting remittances using the mobile app.
  • Improvements to the user experience should not disrupt the existing system.
  • Current design language components should be used with minimal modifications.
  • Initial screens
    Interface prior to the design overhaul:
    I realized that aesthetics uplift can greatly enhance usability.
    Design Principles
    Based on findings and insights gained till now I laid out some design principles that will help me to design accordingly driven by core fundamentals.
    Design for Scale
    System should handle increasing information load in both visual and functional sense without slowdowns or crashes.
    Provide Context
    Design should be self-explanatory and show progress to users. They must be aware of steps already taken and those yet to take.
    Error Prevention
    Design should notify users of potential outcomes of the actions they have taken and/or are yet to take. This will help to eliminate errors caused by human actions.
    Visual Harmony
    UI elements should be consistent and efficiently organized. This will allow to make an efficient use of the viewport real-estate.
    Restructuring Information
    Keeping focus on how to fasten the remittance collection process but also knowing that the current payment ecosystem can not be modified, I decided to optimize the flow by reconnecting the navigation routes by placing/adjusting information & actions accordingly to facilitate same. This helped me to optimize the overall user flow.
    Information Architecture
    User flows
    Early explorations
    Visual Language
    First design language I worked on, where I created new components, updated a few and documented all of them in the link below.
    Final Design
    Welcome to PayNRemit
    Greetings! Start a new payment or continue where you left. You can come here whenever you want to explore other options and your payment progress will be saved automatically.
    More organised and segmented
    The number of invoices to remit can be a large. Instead of doing everything on a single screen, the user has all the invoices properly segmented. Here, reducing cognitive load is more important than reducing user efforts in terms of taps or clicks.
    Intuitive Invoices
    After selecting customers and their respective invoices to remit, come to step three where you — enter remittance amount, swipe, repeat until all the invoices selected for remittance are covered.
    Different paths from Home
    Remittance Summary after payment collection helps you sync the payment information to the cloud. Payment History has an audit of the remittances made. User Preferences allows some level of personification to the user.
    Closing Notes
    In my first major undertaking as a design intern, I learnt more about in designing solutions within not only time but techical constraints, collaborating with developers, communicating and signing-off to the product management. Good design is iterative has been my mantra, but a successful sign-off requires a well-justified design. While the new design captured more users and we could see increasing engagement from current ones, I would still love the opportunity to start fresh by consulting field sales representatives and merchant owners on a ground-level, addressing potential unknown problems. This approach would fully leverage the possibilities of a B2B merchant/supplier remittance collection process.
    Thank you for taking the to read through this project.