Numberz is an invoice and expense management web application for small businesses. A web app that manages the day to day transaction in sync with your bank.
When the product was at a nascent stage, GDD was approached by the Numberz team to create a holistic fine tech product which enables small and medium businesses to manage their cash flow. The focus was to design and solve challenges of creating and managing invoices, do intelligent bank reconciliations and quick and easy expense management functionality.
Optimizing user workflows of the existing product. This would involve understanding all the functions of the platform and testing out proposed solutions with users.
A strong visual language would help keep a graphic consistency amongst all the elements.
Ease of switching from one function to the other had to be be very intuitive.
Initially, we conducted workshops with product managers and continuously got inspired by our own business's setup to understand the problem. We also interacted with many business owners and startup teams to understand the need and validated all insights with product managers.
We solved some of the key problems within the product by applying the insights that we gathered. There were three main challenges identified. Firstly, onboarding new users, then, creating a UI framework to make the user understand the product's semantic and lastly, define the most adaptive interactions for key features like invoice creation, quick expense recording and reconciling bank transactions.
Paper sketches were generated, and basic concepts were validated along with product management. The wireframes for each feature were made and iterated multiple times before finalizing the UI framework. Based on the UI framework, detailed visual designs were created with a set of icons, color palette, and multiple design patterns to make the product scalable.
Initial sketches that divide the screen into workzones
Grouping the key functions according to functionality
Send bills easily and effectivily with this preset format
Create and generate fast bills
The solution worked with all stakeholders from the word go. Good design helped to start discussions that would improve the usability for the consumer. The key functions of the product where now visible , Sirion could look forward to multiple products being united by common underlying principles and a good visual language.
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