I had the opportunity to work on a cheque digitization prototype for a major fin-tech company. Throughout this engagement we conducted ideation sessions, competitive analysis, produced an ideal order flow, came up with wireframes and finally designed polished mockups for the clickable prototype.
*Clickable prototype available in person only



Project goals

The primary goals of this product were:

1. ORDER EXPERIENCE: Provide a delightful customer experience – an “Apple-like”experience that is easy, fast and simple.

2. NEW CHANNELS: Validate or refute the clients hypotheses concerning expansion into new channels and partnerships.


The Challenges:

1. USER AUTHENTICATION: Provide an authentication solution for sales through channels external to financial institutions.

2. MARKETING OPPORTUNITIES: Define marketing opportunities, with consideration for pricing and propensity models, cross-selling, brand positioning and messaging.


Competitor/best in class journey flows

Competitor journeys were created as part of our qualitative assessment and to map out the steps involved in the order process and identify the good and bad parts along the way. We also looked at Category leaders such as Amazon to understand what best practices are in digital commerce.



After completing an idea session, we hung everything up on the walls so it was easy to reference. My team spent most of our time in here for easy collaboration. 



After taking in the comments the client made during the ideation session, I started making changes to the idea order flow, finally coming up with the polished design.


polished mockups

After creating rough layouts of what the pages would look like, I started applying images and colours to help emphasis different elements on the page that customers care about most. 


sketching ideal flow

By comparing the competitor journeys, I identified gaps in their current offerings and started thinking about how our prototype would address this. 


iterating ideal flow

I got a lot of great feedback from the client and started mapping out the things I needed to explore more as well and things I wanted to change. 




low-fidelity mockups

I began by creating some low fidelity mockups to get a sense of the page layout and how content would be added. 



The example above shows what the order form would look like when placing the order. We added features to make the process and efficient and intuitive as possible for the customer.