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Pectus Finance

Product Design

The Challange

After validating the idea by the client using bubble.io, they hired me to revamp the whole product and make it user-friendly. 

Process & Deliverables

Branding Guide – Build a branding guide and make it accessibility friendly.

Competitive Analysis – Ran detailed competitive analysis during the discovery phase to find unique opportunities and avoid the pitfalls of legacy Pivot Tables.

Stakeholders’ Interview – Interviewed external consultants who helped build this unique product. 

Information Architecture and User Flows – Handling multiple departments and ability to create cross-functional forecasting reports. Therefore, creating a user flow that is easy to navigate was a complex task. 

Wireframes – Mid-fidelity wireframes are ideal for validating ideas and running with users.

User Testing – Performed through user testing and incorporated users’ feedback in the designs.

Design – Some high-fidelity screens are part of the case study.