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FinTech

Financial Management for Small Enterprises

Digiedger

Overview

Digiedger is a cutting-edge digital bookkeeping platform designed to simplify financial management for businesses of all sizes. This case study highlights my role in the UI/UX design process that transformed Digiedger into an intuitive, accessible, and efficient platform, streamlining traditional bookkeeping for modern enterprises.

This project was developed for an accounting firm in Noida to serve their clients efficiently.

Problem Statement:Businesses face significant challenges in managing offline bookkeeping, which is often time-consuming, error-prone, and inefficient. There is a clear need for a modern, user-friendly solution to address these issues.

Solution:Digiedger was created to overcome these challenges by transitioning bookkeeping processes from offline to a fully digital, streamlined system. The platform enables users to manage their finances efficiently, from anywhere, using a simple and intuitive interface.

Design Goals:

  • Simplify Bookkeeping Tasks: Create an intuitive user interface that is easy to navigate for both web and mobile users.
  • Improve Efficiency: Reduce the time and effort spent on bookkeeping processes.
  • Ensure Accessibility: Design a platform that is available on any device, at any time.
  • Enhance User Experience: Incorporate user-friendly design principles to create a seamless and engaging experience.

INDUSTRY

🏢 Client Work

CATEGORY

UI-UX

MY ROLE

UX Research UI Design Dev Handoff

TOOLS

Figma Miro Angular JS Firebase

Process

Approach

To create a user-friendly digital bookkeeping solution, we conducted thorough research and iterative design testing to meet the diverse needs of both small businesses and larger enterprises.

  • User Research: Conducted interviews with bookkeepers and Small scale business owners to uncover pain points like manual data entry, errors, and the need for real-time reporting.
  • Market Analysis: Analyzed existing solutions to identify gaps, focusing on simplicity for small businesses with much technical jargon
  • Iterative Design: Developed prototypes and conducted usability testing, refining features like intuitive navigation, customizable workflows, and responsive design.

Visual Design

Outcome

  • Efficiency Boost: Users reported a 50% reduction in time spent on bookkeeping tasks, thanks to streamlined processes and automation.
  • User Adoption: Saw a 40% increase in user adoption within the first three months of launch, indicating strong market acceptance
  • Error Reduction: Automated data entry and error-checking features led to a 30% decrease in bookkeeping errors.