CheckFree® Next
A bill pay experience that allows the user to personalize and automate bills.
Overview
CheckFree® Next delivers a best-in-class consumer-centric bill pay solution that offers a streamlined approach to navigating and managing the bill pay process. It is a fully responsive, mobile-first solution that provides a simple, intuitive and engaging bill pay experience for all your devices. I was tasked with creating the user experience as well as the user interface.
Problem
Users who are subscribed or have numerous bills to manage, find it difficult to pay and manage their bills, guessing when pays are due or missing it completely.
Solution
I helped create a new experience that is responsive on all devices that offers users the capability to pay and manage their bills all in one simple platform.
Role
Lead Ux/Ui designer in a team of 10
Tools
Figma
Figjam
Jira
Teams
Mircosoft Suite
Timeline
Start: September 2023
End: Ongoing
Process
Discovery
Ideation
Design Process
User Testing
Reflection
Process
Discovery
Team Kickoff
My journey with Fiserv actually began when one of the back-end engineer contacted me due to the departure of a previous team member. The engineer, whom I previously worked with, had given a strong recommendation for me to join and help the lead of the project.
Coming in, I could see the team needed a new direction, organization, and a fresh perspective.
I jumped right in by:
getting to know each of the team members
asking in what areas they needed to prioritize
conducting my own research and discovery phase (client feedback and empathy map)
Client Feedback
To gain a better understanding of the client's vision, a questionnaire was conducted.
The questionnaire clarified these important points:
The client didn't have clear understanding of how to add billers.
They wanted the dashboard to be user-friendly and easy to access.
They wanted a platform that would allow them to see important without entering the biller’s detail.
Through client feedback seemed simple, I could see that we were being tasked to create a delight product for users to handle your bills.
Empathy Map
I felt that I could better assist my team if I did a deeper dive into the user base. I did a quick empathy map in Miro to help me get into the mindset of a client trying to pay bills and how Checkfree Next could help me out.
Ideation
User Stories
The user stories were provided by the client.
As a user, I want to learn about Checkfree Next from the homepage.
As a user, I want to be able to pay bills from the homepage.
As a user, I want to be able to view my scheduled payments.
As a user, I want to be able to add a new billers.
I want to be able to create an autopay with a biller.
I want to be able to create similar groups of biller.
As a user, I want to be able to view my activities.
User Flows
To design user-centric products, we needed user flows that allowed us to understand what our users needed in order to accomplish their goals. I was a part of creating user flows 1 and 5. Managing bills can be overwhelming, so our goal was to keep our flows as simple as possible to minimize any pain points.
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Design Process
Style Guide
Since there was no pre-existing brand, we started from scratch and developed everything, including the logo. The discussion allowed for a wide range of color exploration, however ultimately the team lead and I decided it was best for us to keep it monochrome to establish a clean and minimal look. As a result, we created a modern style guide that the client can utilize to their advantage.
Hi-Fi Iterations
I was also responsible for designing high-fidelity components. This played to my strengths since my expertise lies in UI design, with an emphasis on conveying re-brand and emotion through design.
User Testing
Unmoderated Test
I first conducted an unmoderated test using UserTesting to gather initial feedback and insights. In this phase, I created a series of tasks and scenarios that users could complete at their convenience, without direct supervision. By leveraging UserTesting’s platform, I was able to recruit participants who matched the target demographic for my product. The users provided video recordings of their interactions, allowing me to observe their behavior, track their progress, and identify any potential issues or pain points. This unmoderated test was invaluable in helping me gather diverse perspectives and uncover usability challenges, which informed the next step: selecting participants who demonstrated relevant insights and engagement for a follow-up moderated test. This next phase will involve more in-depth interactions, allowing me to probe deeper into user experiences and refine the product based on their feedback.
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Moderated Test
fter conducting the unmoderated test, I moved on to the moderated testing phase, where I selected 15 users who demonstrated valuable insights during the initial round. In this phase, I had the opportunity to engage with participants more directly, guiding them through a series of tasks while observing their interactions in real-time. The moderated format allowed me to ask follow-up questions, probe deeper into their behaviors and reactions, and clarify any confusion or issues they encountered. By working closely with a smaller, more targeted group of users, I was able to gather more detailed, qualitative feedback, which provided a clearer understanding of their pain points, needs, and overall experience with the product. The insights from this round of testing were crucial in identifying specific areas for improvement and validating design changes before the product moves forward.
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Reflection
Reflection
This was a true test of my adaptability and leadership skills. I truly enjoyed the challenge of stepping up to support a strong team and building out a fintech product for our clients.
Improving our organization and collaboration was an area of growth. When working with a team, I want to minimize confusion and overlap by making sure I'm creating tidy components earlier in the design process. Nonetheless, I am confident that the product we have created will be well-received by many users and I'm proud of the work we did
Next Steps
After feedback, I'd also like to continue to improve the usability of Checkfree Next to ensure all users will be able to utilize the tools effectively. This includes allowing for as much customization as possible.
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