Accounting

Nathan Digital Accounting is a cutting-edge accounting software that revolutionises accounting for businesses of all sizes. With its intuitive interface and powerful features, Nathan Digital Accounting simplifies complex tasks, allowing users to effortlessly track transactions, manage accounts receivable and accounts payable, and generate comprehensive financial reports. The software seamlessly integrates with Nathan digital's other products to make a system that is extremely simple & convenient to use.

Role

UX/UI Designer (Sole)

TIME

2-week for Research & UX,
1-week for design

TEAM

Weiwen Huang (UX/UI)

MY ROLE ; As a sole Designer

As the sole designer for the NathanDigital Accounting software , I worked closely with stakeholders, and in-house accountants to understand the core requirement of the software and develop a design that was both user-friendly, intuitive, & efficient. I also collaborated closely with developers to ensure that my designs were feasible and implementable and also performed the visual QA for the front end to make sure everything was as per the design.

Talked with stakeholders to understand the core requirement.
Conducted user research to understand the software and pain points of users using the competitor softwares and also to see where we stand in the market with our features.
Developed a design system to ensure a consistent look and feel for the software.
Drew sketches wireframes and prototypes.
Conducted Usability testing & performed required iterations.
Collaborated with developers to implement the design and performed visual QA to match the design with the developed software.

Filled with features,
Designed for simplicity.

Invoicing and Payment

Generate professional invoices and process payments seamlessly, including online payment options for quicker transactions.

Expense Tracking

Track and categorize business expenses efficiently, with the ability to link banks and credit cards for automatic transaction imports.

Financial Reporting

Access robust reporting tools to generate key financial reports, aiding in better understanding and managing the financial health.

Bank Reconciliation

Bank reconciliation is the process of matching and reconciling the company's financial records with bank statements. Accounting software should have automated tools to import bank transactions, reconcile accounts, and identify discrepancies.

Creating customized invoices has never been more easier.

With Nathan-digital accounting, creating an invoice is a simple and intuitive process. Users select the customer which automatically populates all there information, itemize their products or services, and set their payment terms in just a few clicks. Nathan-digital accounting even allows users to customise their invoices with their company logo and brand colors for a professional and polished look.

Understanding Competitor
Pain Points

To comprehend the pain points of users and refine our approach, I delved into various sources.

Reddit : renowned as the holy grail of authentic user reviews, became a valuable platform. I scrolled through numerous user reviews, particularly those pertaining to competitor apps like QuickBooks and Xero. This allowed me to gain insights directly from users about their experiences and challenges with these applications.

Talking to accountants : I engaged in discussions with internal accountants within our company. Through these discussions, I sought to uncover specific pain points associated with QuickBooks. By directly consulting with professionals utilizing the software, I aimed to identify missing features and areas for improvement to enhance our own software's usability and effectiveness.

Competitor Analysis

I conducted a comprehensive competitor analysis, evaluating industry giants like Zoho Accounting and Xero. This analysis empowered me to understand their strengths and weaknesses, enabling me to strategically position our product. By learning from their approaches, I created a user-friendly and feature-rich design that sets Nathan Digital Accounting apart. This thorough analysis ensured our software not only competes but excels in the competitive landscape, offering users a superior accounting solution.

Table hidden to comply with NDA.
can discuss in interview.

Creating
Sitemap

Information architecture is the method of organizing and labeling information to make it findable and understandable. when creating the information architecture for this accounting system, I prioritised the following aspects to ensure a user-friendly and efficient experience

Avoid unclear labels and categorisation: Labels and categories should be clear, consistent, and reflect the mental models of users.
Avoid Inconsistent navigation: Navigation paths should be logical and consistent across the system, avoiding dead ends and confusing transitions.
Data should be presented in a clear, concise, and visually appealing manner to avoid information overload.

Sketch &
Wireframing

Started by sketching my ideas on paper, allowing me to quickly express my thoughts and map out a rough idea of the design. This initial step helped me to visualize the layout of the design, consider the placement of elements and features, and make modifications to the design as needed.

Usability Testing &
Iterations

i performed moderated usability testing for several core features of the software with 5 in house accountants in the first round of usability testing. i will be showcasing here how it was performed for the ‘create new invoice’ feature. Participants were provided with the software and assigned specific tasks to complete. The evaluation of usability was conducted in two ways.

Firstly, direct observation of the recording, of the users while performing the assigned tasks. Metrics such as time on task, error rate, and the number of clicks and several others were noted to gauge the efficiency and effectiveness of their interactions with the software. Additionally, users were asked few questions post-task.

These inquiries focused on assessing the perceived usefulness of specific features or functionalities, as well as identifying elements that users found easy or challenging. These two methods aimed to provide a comprehensive understanding of both quantitative performance metrics and user’s subjective experiences during the usability testing process.

Test Scenarios

Out of the many flows tested, just showcasing one here

Scenario 1 : User needs to generate a standard invoice for a client with basic details.

Navigate to the 'Create Invoice' option.
Add essential details like client name, invoice date, and due date.
Input line items with quantities and prices.
Save the invoice.

Scenario 2 : User needs to apply discounts and include tax in the invoice.

Add line items with discount percentages.
Include tax for specific items or the overall invoice.
Confirm that the final amount reflects discounts and tax accurately.

Scenario 3 :User wants to send the created invoice to a client via email.

After creating the invoice, locate the option to send via email.
Input the client's email address.
Confirm that the client receives the email with the attached invoice.

Post-Task Evaluation for each scenario

Observations and how it was fixed; participants had bought forward several concerns which was corrected further in iterations. For the purpose of the cases study im only showcasing one observation and how it was corrected here.

Observation for creating a Standard Invoice

After creating the invoice, locate the option to send via email.
Input the client's email address.
Confirm that the client receives the email with the attached invoice.

Work in progress. section coming soon.