The Lendio mobile app provides financial insight to small business owners to help them thrive.
The password creation validation was not accessible to our color blind users. The red color indicates the user has not satisfied that requirement.
I updated the password creation to be accessible to those that were color blind. The user no longer has to rely on color to indicate if they have met the requirements. Now the requirements go away as the user completes them.
No participants were able to find how to create and send an invoice from the navigation. The navigation label said “Payments” and all participants thought this was for making loan payments or paying bills.
When I asked participants what they thought a better label would be, they all said “Invoices”, so this is what we changed it to.
All participants felt like this was a banking app and not a financial insights app.
We updated the design to focus on cash flow and not business bank accounts.
All participants were not sure why there was a $0 and if that meant they needed to do something.
We want users to see the value in connecting financial accounts with Lendio, so we changed the designs to show fake data that appears disabled. A larger button was also added to make it clear there is an action to take.
All users found the business goal affirmation screens to be overwhelming. They said it was a lot of information to take in at once and was confusing
Instead of asking business goals questions, we’re showing a screen to prompt users to connect a business bank account to build their cash flow dashboard.
”...I think this could be a very useful tool for a business to use when starting out to track expenses vs income to make sure you aren't spending too much.”
“It was very easy and user friendly. The directions were easy to follow. The interface is also very easy to read.”