2022: From $0 to $1M in Transactions
2023: To averaging $1M+ in Transactions/month
Product/UI/UX @ Curant
Product, Design, & Management
As the sole designer at Curant, it is crucial for me to shape the
product holistically. This involves everything from user interface,
product perception through marketing, customer support, and
documentation.
Additionally, internal users shouldn't be
neglected either. It is as important to support the engineering team
through Frontend, QA, and documentation efforts.
The section ahead showcases what I've done at Curant.
If you'd like to see a deeper glimpse at my designs & process, feel free
to skip ahead to Payment Forms or the Widget Library.
key milestones
redesign
Modernization, brand standardization, & product scalability
old app design
refreshed app design, branding, and components
marketing
Marketing website launch using Webflow // In collaboration with marketing consultant Jesse Butts
Mini-Campaign through LinkedIn posts to connect & meet people at FreightWaves F3 Future of Freight Festival
Newsletter series using HubSpot eblasts to keep our existing users engaged & informed
Pitch decks for Sales, Customers, & Investors
cx & support
Collaborative customer onboarding (KYB) w/ Trello
Designed documentation & support for app
internal
Coded components in Storybook to help engineers with feature launches
Launched a temporary QA process to define release priorities
Researched using Design Spikes to explore & mockup possible features
Curant's Payment Forms
Payment Forms are customizable white-labeled forms that make it easy for
3PLs and Freight Forwarders to receive payments from their clients.
Curant's Payment Forms helped American Worldwide Agencies (AWA) shrink credit card payment times by 75% and streamlined their A/R operations.
Read the case study here.
scope
Payments are being collected through highly inefficient ways such as a paper form or transfers with bank routing numbers.
- Insecure method that often needs back and forth communication to acquire information
- Hard to track; time is often wasted digging around accounts for reconciliation
- Does not connect to Accounting or Transportation Management System (TMS)
an example of a paper form used to collect credit card payments
research
Payment forms aren't anything new.
We just needed an MVP that customers could white-label to start collecting payments & understanding user needs.
...but design needed to keep business & engineering decisions in mind.
- By using Dwolla for ACH payments, we need to verify & create accounts for clients. They require email, name, and business name.
- We can only control up to when the user selects a method to pay— once the user is connecting a bank (Plaid) or entering card info (Stripe), we have to use their requirements for the UI/UX.
process
Collaborated with Engineers using FigJam to map the Payment Form's product fit and how Dwolla integrates into Curant's system
phase 1: mvp features
From left to right: Iterations of Style/Design/Format, Error handling and states, Settings for the Form
phase 2: additional user needs
How did we add a possible feature to the Product Roadmap?
There was a good amount of exploration and feedback for what
features we should add to the payment forms for our users after
launch of the MVP. Using a decision tree helped evaluate priorities.
Side Note: You may notice that we check if an engineer can finish
the feature in one sprint twice. Because Curant runs a small agile
engineering team, time is an incredibly valuable resource.
final
outcomes
We got users on Curant without without changing their current workflow.
Eventually, the goal was have customers adopt and integrate Curant's advanced features like invoicing clients or payments to vendors into their workflow.
Customers were receiving payments from their Client faster than before.
By having a link to the form on their website, invoices, or email signature, the ball was passed to the Client to make sure they submit their payments on time as soon as they knew how much they owed.
& There was a surprising discovery that led to a new important feature.
Even after launch, some clients of our customers either still preferred the traditional paper form because they have a distrust of digital payment platforms . Therefore, our customers started to submit payments to themselves on behalf of their clients. This resulted in the birth of another feature: "Pay on Behalf".
Curant Payment Forms shrinks credit card payment times by 75% and streamlines A/R operations. Read the case study here.
Bio-Rad's Widget Library
The Widget Library is a web application that helps sales representatives quickly build personalized and targeted communications for their customers. It is a library of marketing graphics AKA "Widgets" that are pre-linked to Bio-Rad marketing and product pages. Sales reps at Bio-Rad no longer have to download, save, and organize widgets and website URLs. The materials are all in one place and always up to date.
scope
Sales needs more ways to drive customer engagement. Product Marketers produce a lot of web materials but it's hard to keep track.
Plus, text links are boring! People like graphics and customized content. But it is hard to keep these materials organized. And, how does one know if they're accidentally linking something outdated?
research
Our Users
- The most common sales workflow is meeting in person or calling preexisting leads, then using an email to follow up.
- For sending their leads to website pages about their product, they typically have a doc that they copy and paste from. Otherwise, they will search the Bio-Rad website or even ask a coworker.
- Most of the time, they rather use a brochure at hand or will just download the most recent one from the Bio-Rad FTP server because they're not sure where or what the website pages are.
wireframes
Homepage/How to Use/Request form
Search and Categorization
Widget Displays
version 1.0 demo video: hi-fi prototype
Feedback:
- Straightforward to navigate
- Clear, short instructions let the user understand what to do quickly and dive into using the tool
- Needs more branding
- Navigation bar needs cleaning up
- Needs a FAQ section
version 2.0 demo video: released for use
Feedback:
- Needs scalability for regional content, including regional translations
- A search bar for widgets when there are more created
- Needs a way for the user to know which landing page is linked to the widget at a glance
- Needs a way to add custom Google Analytics tags without doing it manually
example of a Widget in use
results/adoption
Marketers and Sales found that it helped drastically lessen the time needed to dig around for a relevant product brochure or website.
Also, it helped sales both promote and align with the current
marketing campaign being run for their products.
And eventually it encouraged marketing teams to revive and maintain older
webpages to use with Widgets.
