KYC aka “Know Your Customer” is the practice carried out by companies to verify the identity of their clients
in compliance with legal requirements and current laws and regulations.
Since the company was (is) in the market for more than a decade, producing top-notch products "made in Luxembourg" and because the target audience knew the company well, it has been easy to get access to clear and insightful data to create personas.
The first part of user research has been to create three sample of Provisional Personas, as shown below.
Once identified and clarified with the business, who was the app's target audience, the next step has been drafting ideas and brainstorming.
Using a whiteboard is vital for the creative process; some people are used to sketching on paper, but I definitely prefer using a big whiteboard ;-).
During brainstorming sessions, I put myself in front of a blank whiteboard and start
to figure out, based on the feature map and the different requirements, what might be the best layout and flow for the final user, to solve a specific task, below are some examples.
Once the sketch and the idea had been approved, the next step was to consolidate and expand the flows in a digital format, to present it to the Finologee managing board to decide on modifications and next steps together.
Below are some examples of the User Flows designed for the key steps that the users should perform on the platform.
Once the flow is understood and validated, the time comes to create wireframes and get a first feeling of what the actual app might look like and behave.
Here, I had some significant technical constraints because I had to adapt the product to an existing UI framework already selected by the client, which ended up re-managing some of the flows and behaviors drafted on the first phase of wireframing.
This process was absolutely challenging and brought to new great and fresh ideas. Collaborating closely with the development team, I realized that these ideas were helping me and the business run and make decisions smoothly.
Below are some screens from the wireframes produced, that were created and prototyped in Adobe XD.