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<!DOCTYPE html>
<meta charset="UTF-8">
<html>
<head>
<title>Invoicefeature</title>
<link rel="stylesheet" href="Invoicefeature-responsive.css">
<link href="https://fonts.googleapis.com/css2?family=Poppins:wght@300;400;600&display=swap" rel="stylesheet">
<link href="https://fonts.googleapis.com/css2?family=Lato:ital,wght@0,300;0,400;0,700;1,400&display=swap" rel="stylesheet">
<link rel="preconnect" href="https://fonts.gstatic.com">
<link href="https://fonts.googleapis.com/css2?family=Ubuntu:wght@400;500;700&display=swap" rel="stylesheet">
<link href="https://fonts.googleapis.com/css2?family=Source+Sans+Pro:wght@400;600;700&display=swap" rel="stylesheet">
<link href="https://fonts.googleapis.com/css2?family=Nunito+Sans:ital,wght@0,300;0,400;0,600;0,700;0,800;1,300;1,400;1,600;1,700;1,800&display=swap" rel="stylesheet">
<script src="https://ajax.googleapis.com/ajax/libs/jquery/3.5.1/jquery.min.js"></script>
<link href="https://unpkg.com/aos@2.3.1/dist/aos.css" rel="stylesheet">
<link rel="icon" href="LOGO.png">
<script src="Invoicefeature-responsive.js"></script>
<script src="https://unpkg.com/aos@2.3.1/dist/aos.js"></script>
<link href="https://cdn.jsdelivr.net/npm/bootstrap@5.0.0-beta1/dist/css/bootstrap.min.css" rel="stylesheet" integrity="sha384-giJF6kkoqNQ00vy+HMDP7azOuL0xtbfIcaT9wjKHr8RbDVddVHyTfAAsrekwKmP1" crossorigin="anonymous">
<script src="https://cdn.jsdelivr.net/npm/bootstrap@5.0.0-beta1/dist/js/bootstrap.bundle.min.js" integrity="sha384-ygbV9kiqUc6oa4msXn9868pTtWMgiQaeYH7/t7LECLbyPA2x65Kgf80OJFdroafW" crossorigin="anonymous"></script>
<!-- Global site tag (gtag.js) - Google Analytics -->
<script async src="https://www.googletagmanager.com/gtag/js?id=G-48LP7WX0Y3"></script>
<script>
window.dataLayer = window.dataLayer || [];
function gtag() {
dataLayer.push(arguments);
}
gtag('js', new Date());
gtag('config', 'G-48LP7WX0Y3');
</script>
</head>
<div class="top">
<div class="topbanner">
<div class="mylogo">
<img src="LOGO.png" alt="logo">
</div>
<nav id="nav">
<a href="index.html">WORK</a>
<a href="about-responsive.html">ABOUT</a>
</nav>
</div>
<div class="row" id="banner" data-aos="fade-up" data-aos-duration="1200" data-aos-delay="200" data-aos-easing="ease-out">
<div class="col-sm-6 col-md-7">
<div id="projecttitle">
<h1><i>SalesChamp</i> Invoice Feature</h1>
<h4>A fast-paced design process for <i>SalesChamp</i> invoice feature</h4>
</div>
</div>
<div class="col-sm-6 col-md-5">
<div id="bannerimage">
<img src="saleschamp_Coverpage.png" alt="invoicecoverpage">
</div>
</div>
</div>
</div>
<div class="row" id="introduction">
<div class="col-xl-9" id="basicinfo">
<div class="head">
<h3>Background</h3>
</div>
<div class="content">
<h4><b><i>SalesChamp</i></b> is an early start-up that aims to build a CRM tool with simple solutions for invoicing and quotes. It supports freelancers, small businesses, and online stores running on Shopify.<br><br>This project was done at the
beginning stage of the invoice feature design. The team decided to run a design sprint to quickly build and get some early feedback for the invoice feature. As the sole designer on the project, I worked on the feature from end to end by
constantly communicating with the founder and the software engineers. </h4>
</div>
<div class="Problem">
<h3>Problem</h3>
</div>
<div class="hmw">
<h4>For a small company with many orders to deal with, it's time-consuming to create the invoices and track the payment status. <br><br> <span class="highlight"><b> How Might We help users create invoices and track status easily?</b></span></h4>
</div>
<div class="Challenge">
<h3>Our Challenge</h3>
</div>
<div class="mychallenge">
<h4>The team wants to create an intuitive user experience with a clean and simple interface design, allowing users to manage and track invoices easily. Coordinating between technique limits and design needs became the biggest challenge in the
process.
</h4>
</div>
</div>
<div class="col-xl-3" id="sidebar">
<div class="title">
<h3>Role</h3>
</div>
<div>
<h4>UX Research, UX Design, UI Design, Interaction Design, Prototype</h4>
</div>
<div>
<h3>Team</h3>
</div>
<div>
<h4>One designer and Three software engineers </h4>
</div>
<div>
<h3>Tools</h3>
</div>
<div class="sidebarcontent">
<h4>Figma, Hand Sketch </h4>
</div>
<!-- <div class="duration">
<h3>Duration</h3>
</div>
<div class="durationcontent">
<h4>5 days</h4>
</div> -->
</div>
</div>
<div class="animation">
<div class="animationsections">
<div class="homepagegif" data-aos="fade-in" data-aos-duration="1000" data-aos-easing="ease-out ">
<img id="homepagegif" src="Invoicefeature/Mockup/Createnewinvoice.gif" alt="createnewinvoiceimg">
</div>
<div class="description ">
<div class="descriptiontitle" id="titletext1">
<h4><img class="logo " style='display:inline;' src="Invoicefeature/Mockup/Saleschamplogo-noarrow.png" height=48px; alt="logo"></h4>
<h1>Quickly access invoice creation from homepage</h1>
<!-- <h5>Create invoices and quickly add new business contacts.</h5> -->
</div>
</div>
</div>
<div class="animationsections">
<div class="description">
<div class="descriptiontitle" id="titletext2">
<h4><img class="logo " style='display:inline;' src="Invoicefeature/Mockup/Saleschamplogo-noarrow.png" height=48px; alt="logo" padding-top="22% "></h4>
<h1>Easily add products from your Shopify store</h1>
<!-- <h5>Users can add products by choosing from suggested item list after typing in name or sku number of the product. </h5> -->
</div>
</div>
<div class="playerpage" data-aos="fade-in" data-aos-duration="1000" data-aos-easing="ease-out ">
<img src="Invoicefeature/Mockup/Mockupscene-addproduct.gif" id="image1 " alt="addproduct1">
</div>
</div>
<div class="animationsections">
<div class="mockuppng">
<img id="mockupimage1" src="Invoicefeature/Mockup/Mockupscene-recurring-step1.png" alt="mockuppng1">
<img id="mockupimage2" src="Invoicefeature/Mockup/Mockupscene-recurring-step2.png" alt="mockuppng2">
<img id="mockupimage3" src="Invoicefeature/Mockup/Mockupscene-recurring-step3.png" alt="mockuppng3">
</div>
<div class="description">
<div class="descriptiontitle " id="titletext3 ">
<h4><img class="logo " style='display:inline;' src="Invoicefeature/Mockup/Saleschamplogo-noarrow.png" height=48px; alt="logo" padding-top="22% "></h4>
<h1>Set recurring invoices, schedule the invoices and track status</h1>
<!-- <h5>Intuitive set up recurring invoices and set up email in the app. </h5>
<h5>Track the status of the invoice back on homepage.</h5> -->
</div>
</div>
</div>
</div>
<div class="navigationbar">
<!-- <li class="hidebtn"> <ion-icon name="caret-back-outline"></ion-icon><br>HIDE</li> -->
<ol class="floatinglist" data-aos="fade-right">
<li class="btn" id="1"> <a href="#Day1"><span class="dot"></span> Map problems</a></li>
<li class="btn" id="2">
<a href="#Day2"><span class="dot"></span> Sketch solutions</a></li>
<li class="btn" id="3">
<a href="#Day3"><span class="dot"></span> Storyboard</a></li>
<li class="btn" id="4">
<a href="#Day4"><span class="dot"></span> High-fidelity</a></li>
<li class="btn" id="5">
<a href="#Day5"><span class="dot"></span> Testing and learn</a></li>
<li class="btn" id="6">
<a href="#NextStep"><span class="dot"></span> Next Step</a></li>
</ol>
</div>
<div class="main">
<div class="mainbanner">
<h2>Sprint Process</h2>
<img src="Invoicefeature/Diagram/00-Sprint-Process.png" alt="processimg">
</div>
<div class="mainprocess">
<div id="Day1">
<li>Day 1- Map problems </li>
<h4>Before the sprint starts, we want to make sure the long-term goal(6-8 months) for the product is clear: helps Shopify users create and manage invoices and quotes easily. For this sprint, the focus is on designing the invoice feature and quickly
get some feedback. </h4>
<li class="subtitle">Questions</li>
<h4> The team has some initial research for invoice apps from user interviews and Shopify app store reviews. With the insights from the research, we listed a bunch of questions we want to answer about the invoice.
</h4>
<img src="Invoicefeature/Diagram/00_User-research.png" alt="initialuseresearchpng" data-aos="fade-in" data-aos-duration="800" data-aos-easing="ease-in-back">
<h5>Initial user research insights<a href="Invoicefeature/Diagram/00_User-research.png">(click to enlarge)</a></h5>
<br><br>
<h4>
<div id="sidebarsection">
<li id="h4list">What should we do to make invoices creating smoother and faster?</li>
<li id="h4list">How should we help users track invoices and order status?</li>
<li id="h4list">What are users looking for when they choose an invoice app?</li>
<li id="h4list">What stage do the users need to see and edit the template?</li>
</div>
</h4>
<li class="subtitle">Map and User journey</li>
<h4>I mapped out the most important journey for different users of the invoice feature.</h4>
<br>
<img id="wideimg" src="Invoicefeature/Diagram/01_Sprint-Map.png" alt="sprintmappng" data-aos="fade-zoom-in" data-aos-duration="800" data-aos-easing="ease-in-back">
<h5>Map for different roles<a href="Invoicefeature/Diagram/01_Sprint-Map.png">(click to enlarge)</a></h5>
<br><br>
<h4>We concluded one type of persona as our target audience for this feature: Meticulous Accountant Luke. Based on the interviews we conducted with the target users, I mapped out the user journey of Luke, to better communicate with stakeholders
and have a clear picture of what we are trying to solve.</h4>
<img src="Invoicefeature/Diagram/02-Persona2-invoiceuserjourney.jpg" alt="userjourneyimg" data-aos="fade-zoom-in" data-aos-duration="800" data-aos-easing="ease-in-back" id="wideimg">
<h5>Persona and User Journey<a href="Invoicefeature/Diagram/02-Persona2-invoiceuserjourney.jpg">(click to enlarge)</a></h5>
<li class="subtitle">HMW Statement</li>
<h4>By interviewing the experts, we wanted to put more focus on help users with tracking the status of the orders. <br><br></h4>
<div id="sidebarsection">
<h4 id="hmw">How Might We help users create invoices and track status easily?</h4>
</div>
</div>
<div id="Day2">
<li>Day 2- Sketch solutions </li>
<li class="subtitle">Lightning Demos</li>
<h4>I reviewed several different existing apps of primary and secondary competitors and made quick sketches of some of the screens/ideas that we can get inspired from.</h4>
<img src="Invoicefeature/Diagram/03-Lightning-demo.jpg" alt="Lightning-demo" data-aos="fade-zoom-in" data-aos-duration="800" data-aos-easing="ease-in-back">
<h5>Design Inspirations<a href="Invoicefeature/Diagram/03-Lightning-demo.jpg">(click to enlarge)</a></h5>
<li class="subtitle">Quick Sketches: </li>
<h4>With the some basic ideas and inspirations in mind, I sketched 8 variations of my most critical screen- the landing page for Invoice. </h4>
<img src="Invoicefeature/Diagram/04-Sketches.jpg" alt="Quick-sketches" data-aos="fade-zoom-in" data-aos-duration="800" data-aos-easing="ease-in-back" id="wideimg">
<h5>Crazy 8's sketching<a href="Invoicefeature/Diagram/04-Sketches.jpg">(click to enlarge)</a></h5>
<li class="subtitle">Solution Sketch </li>
<h4>I picked a final screen that makes the most sense- it allows users to create new invoices directly on the landing page, and makes status easy to see and take actions on. Based on the screen, I also came up with a solution board- a three-panel
storyboard to demonstrate the user flow for users to create invoices, track status, preview, and send the invoice. </h4>
<img src="Invoicefeature/Diagram/05-Solution-board.jpg" alt="Solution-Sketch" data-aos="fade-zoom-in" data-aos-duration="800" data-aos-easing="ease-in-back" id="wideimg">
<h5>Selected Solution<a href="Invoicefeature/Diagram/05-Solution-board.jpg">(click to enlarge)</a></h5>
</div>
<div id="Day3">
<li>Day 3- Story board</li>
<h4>After walking through the sketches from Day 2 with the team, I made some modifications and created a user flow in which a user can create new invoices, set up recurring new invoices, and see the status on the home page.</h4>
<img src="Invoicefeature/Diagram/06-Storyboard-small.jpg" alt="storyboard" data-aos="fade-zoom-in" data-aos-duration="800" data-aos-easing="ease-in-back" id="wideimg">
<h5>Storyboard<a href="Invoicefeature/Diagram/06-Storyboard-small.jpg">(click to enlarge)</a></h5>
</div>
<div id="Day4">
<li>Day 4- High-fidelity and prototype</li>
<h4>With the storyboard I had from Day3, I designed a series of high-fidelity UI by adopting Shopify's design system- https://polaris.shopify.com/. I chose green as the theme color, as green evokes growth and trustworthiness. And I picked blue
as the complementary color since it's soothing, calm, and associable with tech and innovation.</h4>
<img src="Invoicefeature/Mockup/Createnewinvoice.gif" alt="Createinvoicegif" data-aos="fade-zoom-in" data-aos-duration="800" data-aos-easing="ease-in-back">
<h5>Step1: Create New Invoice from homepage and start with adding new customer</h5>
<img src="Invoicefeature/Mockup/Addnewitem.gif" alt="addproductgif" data-aos="fade-zoom-in" data-aos-duration="800" data-aos-easing="ease-in-back">
<h5>Step2: Add line items from Shopify store by selecting from the suggestion list</h5>
<img src="Invoicefeature/Mockup/Recurring.gif" alt="setrecurringemailgif" data-aos="fade-zoom-in" data-aos-duration="800" data-aos-easing="ease-in-back">
<h5>Step3: Set up recurring schedule, schedule and send, you are all set!</h5>
</div>
<div id="Day5">
<li>Day 5- Testing and learn</li>
<h4>Finally the last day! I conducted unmoderated user testings by using Maze and received 5 responses. We also interviewed 2 friends who worked at small businesses and had experience with invoices. <br><br>We were able to know the team needs
to study more of the invoice status and payment methods we can provide with the users, whether the engineer have technical limits to provide the status, etc. Besides, I also put together some feedback for the interface design:</h4>
<br>
<br>
<img id="feedback" src="Invoicefeature/Diagram/07-User-feedback.png" alt="User-feedback" data-aos="fade-zoom-in" data-aos-duration="800" data-aos-easing="ease-in-back">
<h5>Feedback for the interfaces <a href="Invoicefeature/Diagram/07-User-feedback.png"> (click to enlarge) </a></h5>
</div>
<div id="NextStep">
<li>Next Step</li>
<h4>After sharing the feedback with the team, the team is happy with the progress and some immediate feedback we are able to get from the sprint. Although there were more edge cases we need to consider and design for, and small details that can
make the interface more engaging and easy to use. We decided to revisit the status and payment methods after the engineering team making more progress on the payments and invoice tracking techniques.</h4>
</div>
</div>
</div>
<div class="bottomnav">
<div class="bottomnavcontent">
<h7>CASE STUDY</h7>
<h6 style="text-decoration: underline;"><a href="local-discovery-responsive.html">Fun-discovery App Design</a></h6>
</div>
<div class="bottomnavcontent">
<h7>BROWARD PUBLIC SCHOOLS</h7>
<h6 style="text-decoration: underline;"><a href="onlineteaching.html">Online Teaching App Design</a></h6>
</div>
</div>
<div class="bottominfo">
<div>
<a href="https://www.linkedin.com/in/leah-fu-wang/"><img src="linkedin-in-brands.svg" id="linkedinpng"></a>
<a href="mailto:fw2286@columbia.edu"><img src="envelope-regular.svg" id="emailpng"></a>
<a href="https://github.com/leah-wang-design"><img src="github-01.svg" id="githubpng"></a>
<a href="https://medium.com/@leahwangdesign"><img src="medium.svg" id="mediumpng"></a>
<br><br>
</div>
<div>
<h5>© Designed and Coded by leah wang <span id="year">2021</span></h5>
</div>
</div>
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