Mozy Finance App

CONTENTS

Overview Client Context Onboarding Dashboard Profile Documents Summary

Webapp

How can data entry systems help improve user conversions?

Mozy Finance — 2023

MY ROLE

Product Designer—Information Architecture, Prototyping, Interaction Design, Visual Design.

TEAM

Kai Tran (Product owner)

TOOL STACK

Figma, Pen & Paper

TIMELINE & STATUS

3 Weeks, Handed off for implementation

BACKGROUND

A UI-redesign task to help improve the dashboard and various flows with the aim of improving user satisfaction with Trust, Simplicity & User-Friendly Navigation as north stars.

Scope:
Main Dashboard
User flow of adding vehicle and getting a pre-approval offer
Profile Page
Documents page

✦ Client

Mozy Finance

Mozy helps car buyers through the end-to-end purchase journey, from car loans to stakeholder management.

✦ Opportunity

Success for Mozy meant tracking the following KPIs;
‍
1. User Errors while using app
2. User Satisfaction (via SUS/NPS scores)
3. Time on Task (aiming for a reduction)

✦ Context

User Interface Surgery

Design direction. ⬇

Clarity. ⬇

Reliability. ⬇

User Confidence. ⬇

✦ Flow

01. Onboarding flow

After. ⬇

Before. ⬇

After. ⬇

Before. ⬇

✦ Highlight

02 - Vehicle & Refinance flow

After. ⬇

Before. ⬇

✦ Highlight

03. Profile flow

After. ⬇

Before. ⬇

✦ Highlight

04. Documents flow

After. ⬇

Before. ⬇

✦Summary

Process & Summary

Design Changes. ⬇

A/B Test. ⬇

A/B Test. ⬇