MyUnisoft - Mobile App
MyUnisoft is a SaaS software solution for accounting professionals, designed to centralize and simplify the day-to-day tasks of accountants.
In addition to the web application, MyUnisoft offers a mobile application designed to extend the product's scope of action and keep pace with current usage.
In order to offer a relevant mobile application, we had to understand the needs of users in order to meet them in the best possible way. This is what I'm going to present to you here, from the research phase through to the final design.
Product designer / UI designer
Product designer / UI designer
Role
Context
In addition to the web app, a mobile app was designed to facilitate exchanges between accounting firms and their customers. In theory, it was intended to enable customers to submit payment receipts linked to transactions, and accountants to process them.
In practice, however, the app was rarely used, either on the accounting firm's side or on the client's side.
It was therefore necessary to understand why this app was not being used, and to propose a redesign in order to deliver a functional tool.
Research
In order to understand the barriers to using the app, we decided to launch a research phase among accounting firms and their clients.
To do this, we chose to send out a survey to a sample of the firm's clients, followed by a group interview with several firm employees.
Survey
Target
The survey will be submitted to a hundred or so customers from various MyUnisoft user accounting firms.
Target
The survey will be submitted to a hundred or so customers from various MyUnisoft user accounting firms.
The survey will be submitted to a hundred or so customers from various MyUnisoft user accounting firms.
Target
The survey will be carried out using google form and will consist of around twenty questions.
Target
The survey will be carried out using google form and will consist of around twenty questions.
The survey will be carried out using google form and will consist of around twenty questions.
Goals
The purpose of the survey is to estimate the proportion of customers using the application, to identify the obstacles to using the application and to understand how the application is currently used.
Goals
The purpose of the survey is to estimate the proportion of customers using the application, to identify the obstacles to using the application and to understand how the application is currently used.
The purpose of the survey is to estimate the proportion of customers using the application, to identify the obstacles to using the application and to understand how the application is currently used.
Results
• 30% of the sample use the Myunisoft app
• 85% of customers who don't use it do so because they don't understand the app's usefulness
• 15% were unaware of the app's existence
• the majority of those who do use it do so simply to deposit payment receipts
Results
• 30% of the sample use the Myunisoft app
• 85% of customers who don't use it do so because they don't understand the app's usefulness
• 15% were unaware of the app's existence
• the majority of those who do use it do so simply to deposit payment receipts
• 30% of the sample use the Myunisoft app
• 85% of customers who don't use it do so because they don't understand the app's usefulness
• 15% were unaware of the app's existence
• the majority of those who do use it do so simply to deposit payment receipts
Interview
Participants
For this interview, 5 representatives from 5 different firms were invited for the customer side, and for MyUnisoft the product team was represented by 1 P.O., 1 UX designer and 1 UI designer.
Participants
For this interview, 5 representatives from 5 different firms were invited for the customer side, and for MyUnisoft the product team was represented by 1 P.O., 1 UX designer and 1 UI designer.
For this interview, 5 representatives from 5 different firms were invited for the customer side, and for MyUnisoft the product team was represented by 1 P.O., 1 UX designer and 1 UI designer.
Format
The interview lasted 2 hours, via google meet. First, the product team explained the process and objectives, then customers were free to express their feelings and wishes for the application, before the product team asked questions to obtain the information needed to design the application.
Format
The interview lasted 2 hours, via google meet. First, the product team explained the process and objectives, then customers were free to express their feelings and wishes for the application, before the product team asked questions to obtain the information needed to design the application.
The interview lasted 2 hours, via google meet. First, the product team explained the process and objectives, then customers were free to express their feelings and wishes for the application, before the product team asked questions to obtain the information needed to design the application.
Goals
The aim of this interview is to understand how customers feel about the application, to identify their needs and desires, and to guide the product team in the future redesign of the application.
Goals
The aim of this interview is to understand how customers feel about the application, to identify their needs and desires, and to guide the product team in the future redesign of the application.
The aim of this interview is to understand how customers feel about the application, to identify their needs and desires, and to guide the product team in the future redesign of the application.
Results
• Employees can't do their work via mobile and would prefer the app to be aimed at their customers.
• They would like the app to give their customers a quick overview of their company's financial situation.
• They appreciate the ability to deposit payment receipts, which facilitates their work.
Results
• Employees can't do their work via mobile and would prefer the app to be aimed at their customers.
• They would like the app to give their customers a quick overview of their company's financial situation.
• They appreciate the ability to deposit payment receipts, which facilitates their work.
• Employees can't do their work via mobile and would prefer the app to be aimed at their customers.
• They would like the app to give their customers a quick overview of their company's financial situation.
• They appreciate the ability to deposit payment receipts, which facilitates their work.
Recommendation
Following this research phase, we proposed the following recommendation:
Redesign the app, gearing it towards use by the firm's customers. Keep and improve the receipt deposit function, transform the homepage into a dashboard using widgets. Enable customer/accountant communication.
To make the app comfortable and encourage users to use it regularly, we'll need to make the experience simple and understandable, and design a modern, pleasant interface incorporating micro-interactions.
Guidelines
Before we started redesigning the application, we created a few guidelines covering the colors, typography and icons to be used. These served as a basis for the design phase, and were updated as and when required.
Widgets
In order to provide users with quick indicators of their company's financial health, we have chosen to build our homepage around widgets, each of which will illustrate different data.
The widgets will be in the form of modular cards. Each user will be able to choose which widgets to display on their homepage, and in which order.
Users will be able to choose which widgets they wish to display on their homepgae and in which order, giving them the possibility of setting up a personalized dashboard.
The use of widgets will enable us to add new views over time, without having to redesign the entire site.
Conclusion
This new application has extended the scope of the web application, enabling accounting firms to offer a follow-up tool to their own clients. Initial feedback from firms has been very positive, with the tool meeting their most pressing needs and enabling them to plan ahead for its use, unlike the previous version. Most of the feedback concerned requests for new functionalities, with a view to improving the application in the future.
In terms of perception, the rate of users who did not understand the usefulness of the application had fallen from 85% to 32%, while the rate of users had risen by 13%, from 30% to 43%.
This first version of the new mobile application has therefore lived up to expectations, and future modifications will further enhance its place in the MyUnisoft ecosystem.
