Check your cashflow and send invoice any time anywhere
Project Overview
- Team
- 2 Designers, 8 Developers, 1 Product Manager
- Platforms
- Web & Mobile
- Duration
- 4 Months
- Responsibilities
- Competitive Analysis, Wireframing, Userflow, High fidelity design, Design Iteration
Project Brief
- Existing product designed for large enterprises (compared to SAP) with heavy features
- Old architecture limiting modernization and third-party integrations
- Company decision to create V2 targeting small/medium enterprises with essential features and a reduced learning curve
Process — Understand Users
Research included shadowing customer consultants, interviewing sales and customer experience teams, and observing cold calls.
User Needs
- Improvements over the existing solution
- Fit for early-stage startups
- No requirement for accounting expertise
- Efficiency gains in day-to-day bookkeeping
- Grant subsidization support
Persona — Mom and Pop Business Owners
No or less experience using software, in their 30s. As a family business, they don't have an accountant or professional finance manager, so they need a solution where they can track money transactions and easily create the reports they need.
Most Sought-Out Features
Competitive Analysis
It was important to understand our competitors' strengths and weaknesses so we could learn where to improve and distinguish ourselves.
Build — Design Principles
Easy to Learn
Minimize the learning curve for non-accountants.
Focus on Usability
Prioritize clear, everyday workflows over feature depth.
Focus on Essential Features
Ship what small businesses actually need first.
“AS a business owner I WANT TO manage my sales process SO THAT I can effectively track my sales and payment.”
Product Requirements
Sales Record
- Create Quote
- Create Invoice
- Convert Quote to Invoice
- Convert Invoice to Closed
- Process Fulfilment
- Process Auto-fulfilment
- Process Payment
- View fulfilment record
- View Payment record
- Edit/Delete Doc
- Share/Send Doc
Purchase Record
- Create Order
- Create Bill
- Convert Order to Bill
- Convert Bill to Closed
- Process Received Goods
- Process Auto-Receive
- Process Payment
- View Goods record
- View Payment record
- Edit/Delete Doc
- Share/Send Doc
Design Deliverables
Test Design / Results
Post-launch feedback was largely positive — users found the system understandable and appreciated the bookkeeping benefits. Some concerns emerged about the learning curve and feature complexity, along with requests for advanced features like recurring invoices and email automation. User research identified usability challenges despite the simplified UI, so tooltips and help sections with relevant articles were added.
What's Next
After setting the style for the Invoice Module, work continued on other essential features of the ERP such as Reports, Accounting, and Products. As it grew, the team started building a design system and style guide to ensure consistent style across the product.