This article is a simplified business case study and proposal for outgoing at Clara’s team. I believe the team can have some new insights about the userflow by reading it.

Context

The team has identified that Clara’s users utilizes the mobile application as a companion while transacting with their Clara cards. From overviewing their card balance and credit limit to managing their physical and digital cards.

From it, I’ve researched about the Clara’s proposal and how does the company recruit new users to the application. The main solution extracted from the website, is that Clara can make employees transaction more practical and can have more control of companies corporate cards.

Tasks

My main task is to create a revamped proposal for the card visualization page in the mobile app that allows users to:

The solution has to be applicable to both OS (Android and iOS)

My role

Considering the time to construct the solution, I’ve simplified some steps from the ideal. To reduce those steps, I’ve opted for a simple methodology based on Design Thinking and Design Sprint that consists:

<aside> <img src="/icons/view_blue.svg" alt="/icons/view_blue.svg" width="40px" /> Benchmark and Desk Research → Plan → Design and prototype

</aside>


Benchmark and Desk Research

Due to these tasks, to provide the best solution, I’ve researched some others banks proposals in Brazil. Some companies provides similar solutions about corporate cards and the ‘call to buy’ text of those websites are to reduce the burocracy and have control and tracking on corporate cards’ expenses.

VExpenses

The VExpenses business proposal is similar, but the interface uses some old components based in Material Design. This solution used is simple, because it can provide more speed designing and developing, but doesn’t have singularity. Also researching the screen proposal on It’s website, the application could have more acessibility, by designing the ‘call to action’ buttons with text and icon, as the WCAG recommendation, also by viewing this print-screen, the user cannot see which card’s expenses is shown.

By positive, we can take from VExpenses that the user can have a complete screen of the card selected, and this good practice will be extracted and used on Clara’s proposal. Also positive, the manager user can have a simple summary of every card registered at the homescreen page.

The userflow and the steps of VExpensive wasn’t able to review, I needed to have an account to analyse and research it.

Untitled

Conta Simples

Opening the Conta Simples website’s, the user can see a more complete summary about the company, they have showed more print-screens about the solution and how does the application can provide a better experience that is a good practice that can be extracted from it.

A bad thing, that wasn’t explained, is the proposal of corporate cards management is not applicable to mobile, confirming that is not a practical result. From it, I’ve analized the web application.

Untitled