Business management app UX Research

This use case highlights how the redesign simplifies business management by integrating essential tools into a user-friendly platform, improving efficiency and usability.

This use case highlights how the redesign simplifies business management by integrating essential tools into a user-friendly platform, improving efficiency and usability.

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Target Audience and Needs

Target Audience and Needs

Target Audience

Men and women aged 16 and above, Hebrew and English speakers, primarily in Israel.

Small and medium-sized businesses (SMBs), freelancers, entrepreneurs, startups, accountants, and bookkeepers.

The Users

Businesses/companies with remote teams that require collaboration tools.

Freelancers needing user-friendly invoicing tools, possessing a high level of digital literacy and familiarity with accounting management concepts.

Individuals adopting paperless practices for eco-friendly solutions.

What Need Does the App Address?

Streamlining invoicing and accounting tools—issuing invoices and receipts in just a few steps.

Customer management—service providers creating professional invoices.

User persona

Maya Cohen

32 / Female

Maya is a tech-savvy freelance graphic designer who has been running her business for the past five years. She works with 2–3 clients at a time, with projects varying in scale. Maya values efficiency in her workflows and prefers digital tools to traditional methods. She is environmentally conscious, striving to adopt paperless practices wherever possible.

Details

Occupation:

Freelance Graphic Designer

Clients:

2–3 clients
(varies by project)

Location:

Israel

Hopes

Save time and money on bookkeeping.

Stay organized and make better financial decisions.

Habits

Uses a smartphone and laptop regularly.

Sets reminders for tax deadlines and payments.

Appreciates financial reports and data-driven insights.

Day Routine

Starts her day by organizing her tasks and projects for clients.

Monitors income and expenses via a mobile app.

Categorizes financial data by client and project.

Uses digital tools for design work and communication with clients.

Pain Points

Needs to track income and expenses for each client separately.

Manual data entry can be time-consuming and error-prone.

Financial jargon and lack of critical insights frustrate her.

Frustrations

Manual data entry.

Confusing financial jargon.

User Traits

Tech-savvy and digitally inclined.

Environmentally conscious (prefers paperless tools).

Organized and efficient in her workflow.

User persona

Maya Cohen

32 / Female

Maya is a tech-savvy freelance graphic designer who has been running her business for the past five years. She works with 2–3 clients at a time, with projects varying in scale. Maya values efficiency in her workflows and prefers digital tools to traditional methods. She is environmentally conscious, striving to adopt paperless practices wherever possible.

Details

Occupation:

Freelance Graphic Designer

Clients:

2–3 clients (varies by project)

Location:

Israel

Hopes

Save time and money on bookkeeping.

Stay organized and make better financial decisions.

Habits

Uses a smartphone and laptop regularly.

Sets reminders for tax deadlines and payments.

Appreciates financial reports and data-driven insights.

Day Routine

Starts her day by organizing her tasks and projects for clients.

Monitors income and expenses via a mobile app.

Categorizes financial data by client and project.

Uses digital tools for design work and communication with clients.

Pain Points

Needs to track income and expenses for each client separately.

Manual data entry can be time-consuming and error-prone.

Financial jargon and lack of critical insights frustrate her.

Frustrations

Manual data entry.

Confusing financial jargon.

User Traits

Tech-savvy and digitally inclined.

Environmentally conscious (prefers paperless tools).

Organized and efficient in her workflow.

Day Routine

Starts her day by organizing her tasks and projects for clients.

Monitors income and expenses via a mobile app.

Categorizes financial data by client and project.

Uses digital tools for design work and communication with clients.

Pain Points

Needs to track income and expenses for each client separately.

Manual data entry can be time-consuming and error-prone.

Financial jargon and lack of critical insights frustrate her.

Frustrations

Manual data entry.

Confusing financial jargon.

User Traits

Tech-savvy and digitally inclined.

Environmentally conscious (prefers paperless tools).

Organized and efficient in her workflow.

Target Audience & Functional Scope

Target Audience

Men and women aged 16 and above, Hebrew and English speakers, primarily in Israel.
Small and medium-sized businesses (SMBs), freelancers, entrepreneurs, startups, accountants, and bookkeepers.

Men and women aged 16 and above, Hebrew and English speakers, primarily in Israel.
Small and medium-sized businesses (SMBs), freelancers, entrepreneurs, startups, accountants, and bookkeepers.

Functional Scope Overview


  • Dashboard: Provides a comprehensive overview of recent activities and critical metrics.

  • Invoicing: Manage all invoices and receipts.

  • Clients: Display and manage client data.

  • Expenses: Monitor and categorize expenses and incomes.

  • Reports: Generate basic income and expense reports.

  • Customization: Enable customized income, expense categories, and integrations.

Information architecture

Information architecture

Before the Redesign: User Flow

Before the Redesign: User Flow

Before the Redesign:
User Flow

Prototype

Prototype

See the redesign in action

See the redesign in action

Explore how I transformed the app with a seamless and intuitive UI redesign.

View the Redesigned Use Case