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Mini Case Study

Problem Identification

In tackling this project, I began by identifying the core problem: users struggle with tracking and inputting expenses efficiently. After reflecting on potential challenges and prioritizing features, I determined that focusing on the expense input process was essential. This would allow me to explore creative, user-friendly solutions while keeping the design simple, flexible, and effective.

Crazy 8s Ideation Process

To generate innovative ideas, I employed the Crazy 8s methodology. Recognizing the importance of clarity, I posed a focused question:

"How can users input their expenses efficiently and effectively?"

With this problem statement, I spent eight minutes sketching distinct solutions that incorporated features like manual input, voice assistance, receipt scanning, and AI-powered chatbots. By centering my ideas around user comfort, flexibility, and modern technology, I was able to brainstorm creative solutions that formed the foundation for my design.

Sketching Phase: Translating Ideas into Interfaces

In the sketching phase, I synthesized my Crazy 8 solutions into a cohesive user flow that balances simplicity and functionality. My design includes the following key components:

Key Interface Components

Homepage/Dashboard

  • Quick Add and Add Expenses buttons for direct access.
  • Key Stats to provide quick insights.
  • A settings button for customization.

Confirmation Page

  • Displays a motivational streak feature (e.g., "You've tracked expenses for 5 days in a row") to encourage consistent usage.
  • Includes a Show History button for easy navigation.

History/Reports Page

  • Enables users to search and filter past expenses.
  • Includes dynamic insights like: "You've spent 20% more on food this week" for actionable feedback.

Add Expenses Page

Users can choose from four input methods:

Manual Input

For quick, traditional entries.

Voice Assistant

For hands-free convenience.

Receipt Scanner

For automation through uploaded images.

AI/Chatbot

For guided, interactive assistance.

By designing this simple, linear flow, I ensured that users could interact with the app intuitively while addressing their core needs.

Creative Enhancements

While keeping the design minimal, I incorporated engaging features like the streak tracker and a weekly spending insight to motivate users and enhance the overall experience. These features, though subtle, add a layer of gamification and value that resonates with user behavior and retention strategies.

Streak Tracker

Encourages daily app usage by tracking consecutive days of expense logging, creating a habit-forming experience.

Weekly Spending Insights

Provides valuable feedback on spending patterns, making the experience more informative and actionable for users.

Reflection

This process demonstrates my ability to critically analyze problems, prioritize solutions, and create user-centered designs. Through structured thinking and creativity, I've delivered a concept that is not only functional but also aligned with the needs of modern users.

This mini case study reflects my thought process, design decisions, and ability to translate ideas into actionable solutions that can be developed further.