Billing portal for a SaaS solution
Web application design
About the project
The company offers a desktop application through a software-as-a-service model.
A third-party tool was used to bill users and manage subscriptions.
Problem
Users have two accounts: for the application itself and the billing service.
There was no single registration flow or analytics.
Hypothesis
If we create a custom build billing system, the user will have a single registration flow and one pair of credentials. It will give the company more data, so it will help to become a data-driven company.
Discovery
Together with business stakeholders, we worked on the system requirements. The customer support team shared insights about the issue with the existing billing panel, all carefully gathered from users.
User Persona
Two user personas were defined based on knowledge sharing and business analysis.
Solutions Analysis
There are plenty of desktop SaaS solutions. There is usually a web page where users can manage their subscriptions, change payment details, or find invoices.
Crafting
As the team was working on technical requirements documentation, I started user flows and wireframes creation. It helped us to visualize the future system and work on edge cases.
Designing
I created UI design from scratch for desktop and mobile devices screen resolutions. Main tools – Sketch and Abstract. There is a UI kit for future design work as well.
Testing
I had conducted a moderated usability testing before the development started. Five respondents were current users of the product. Within one usability testing session, there were three flows.
Each session had a report documented, and we implemented insights.
Summary
Results
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Responsive user portal with MVP functionality.
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Communicate and collaborate with engineers regularly.
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Conducted design QA for each sprint.
Iterating
Usability testing with potential customers via usertesting.com.
Takeaways
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Perform usability testing with all personas.
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Do not hesitate to test minor things – invoice design, copies (especially with not native speakers), etc.
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Want to work together?
If you like what you see and want to work together, get in touch!