Agicap
Agicap
Agicap
2021
2021
2021
Embedding companies’ cashback process within their existing cashflow management tool
Embedding companies’ cashback process within their existing cashflow management tool
Embedding companies’ cashback process within their existing cashflow management tool
Role
Role
Lead designer
Lead designer
Product Team
Product Team
Rose Valette - Product Manager
Rose Valette - Product Manager
TL;DR : what we delivered
TL;DR : what we delivered
TL;DR : what we delivered
In 3 months, we built a product around two key principles for our customers : visibility and actions. We defined MVP's goals, a 6 months roadmap, and dashboards for the team to monitor activities.
It lead us to a beta version running for 2 months with key users. We achieved a retention above 80% and a weekly usage rate around 85%.
New branding guidelines were successfully declined across Agicap products.
In 3 months, we built a product around two key principles for our customers : visibility and actions. We defined MVP's goals, a 6 months roadmap, and dashboards for the team to monitor activities.
It lead us to a beta version running for 2 months with key users. We achieved a retention above 80% and a weekly usage rate around 85%.
New branding guidelines were successfully declined across Agicap products.
1
1
Context
Context
Context
In September 2021 Agicap had built their success thanks to a first product revolving around cash flow management.
After raising a Series B , they wanted to resolve payment delay by automatizing payment reminders. They reached out to me to lead the MVP's design.
In September 2021 Agicap had built their success thanks to a first product revolving around cash flow management.
After raising a Series B , they wanted to resolve payment delay by automatizing payment reminders. They reached out to me to lead the MVP's design.
Main tasks
Main tasks
Understand the need through research
Help create the product foundations and roadmap
Design the MVP and the new design system
Define the post launch testing method
Create this product branding & landing page
Evolve Agicap's product line branding based on this new brand
Understand the need through research
Help create the product foundations and roadmap
Design the MVP and the new design system
Define the post launch testing method
Create this product branding & landing page
Evolve Agicap's product line branding based on this new brand
2
Research
Research
Research
We analyzed datas of an Agicap's live feature, allowing users to enlist their current invoices.
Then we conducted around 20 customer interviews. I wrote the interview guide, conducted the iinterviews and I did the analysis on Dovetail.
The goal was to understand their flows within or outside of Agicap to manage their payment follow-ups, what workarounds they found and identify key features to prioritize.
I used the results to create the first version of our customer journey map.
We analyzed datas of an Agicap's live feature, allowing users to enlist their current invoices.
Then we conducted around 20 customer interviews. I wrote the interview guide, conducted the iinterviews and I did the analysis on Dovetail.
The goal was to understand their flows within or outside of Agicap to manage their payment follow-ups, what workarounds they found and identify key features to prioritize.
I used the results to create the first version of our customer journey map.
3
Foundations and roadmap
Foundations and roadmap
Foundations and roadmap
We knew the competitors were way ahead on some aspects. We used this knowledge to ponder the features to build our MVP with. Our goal was to bring something useful to our customers, and strengthen Agicap brand.
Then we reprioritized the different problematics using How Might We correlated with the principles we previously defined and the technical difficulties.
We ended up with 2 main problematics to include in this first batch.
We knew the competitors were way ahead on some aspects. We used this knowledge to ponder the features to build our MVP with. Our goal was to bring something useful to our customers, and strengthen Agicap brand.
Then we reprioritized the different problematics using How Might We correlated with the principles we previously defined and the technical difficulties.
We ended up with 2 main problematics to include in this first batch.
4
Solution
Solution
Solution
The main difficulty was that in order to have relevant feedbacks from our customers, we needed to have real data in our tests. As we spend a lot of time doing exploration research, we decided to design those first features using as much known patterns as possible, in order to build and test as fast as possible.
It was unusual for a product process, but we knew those features were known from our customers, so we were confident that a worst case scenario had but an insignificant chance to happen.
The main difficulty was that in order to have relevant feedbacks from our customers, we needed to have real data in our tests. As we spend a lot of time doing exploration research, we decided to design those first features using as much known patterns as possible, in order to build and test as fast as possible.
It was unusual for a product process, but we knew those features were known from our customers, so we were confident that a worst case scenario had but an insignificant chance to happen.
5
Branding
Branding
Branding
As it was Agicap segmented its features in different, stand-alone product, the board wanted to explore a bit on the product and brands art directions.
Contrast was an issue of today’s product, so to create discussions among the team and have customers feedback as concrete as possible, we pushed the boundaries of the UI.
I also created an identity for all of Agicap product lines, strongly inspired by the main brand, but distinct enough to understand the global-specified tie between them.
The tone of voice of the landing page is slightly different than the .com, more detailed oriented and punchy, to see how customers would react, and evolve the whole brand if proven successful.
As it was Agicap segmented its features in different, stand-alone product, the board wanted to explore a bit on the product and brands art directions.
Contrast was an issue of today’s product, so to create discussions among the team and have customers feedback as concrete as possible, we pushed the boundaries of the UI.
I also created an identity for all of Agicap product lines, strongly inspired by the main brand, but distinct enough to understand the global-specified tie between them.
The tone of voice of the landing page is slightly different than the .com, more detailed oriented and punchy, to see how customers would react, and evolve the whole brand if proven successful.
Agicap sub product art direction and layout.
Agicap sub product art direction and layout.
Agicap sub product art direction and layout.
6
Testing
Testing
Testing
Without test pre launch, we had to be extremely prepared to monitor our product right after launch. I created a method based on data analysis and users feedbacks that would run for a month, each week having different points of focus.
We wanted to have hot takes right after launch in order to iterate quickly on functionality or accessibility issues, but also gather informations to take a step back, and confront users to our design doing data monitoring and interviews.
Without test pre launch, we had to be extremely prepared to monitor our product right after launch. I created a method based on data analysis and users feedbacks that would run for a month, each week having different points of focus.
We wanted to have hot takes right after launch in order to iterate quickly on functionality or accessibility issues, but also gather informations to take a step back, and confront users to our design doing data monitoring and interviews.
