CreditExpress

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The challenge:

To provide a CRM tool to ISOs that will empower them to facilitate and close more small business loans than ever before. To meet this goal we will design a tool that focuses on trust, transparency, compliance, simplicity and new levels of connectivity with Merchant Borrowers, ISOs and Funders.

The Goals:

  • Support Workflow / Team Management

  • Track activities

  • Make process transparent

  • Streamline Interactions / Transactions

  • Generate simple reports

  • Provide a single repository for all documentation

  • Be a digital assistant for users so they can stream line their work and make better decisions

The Process:

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Frame

Conducted interviews with stakeholders

Performed a competitive/comparative analysis

Documented current ISO small business process

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Empathize

Conducted interviews with prospective customers

Identified user types and personas

Identified user goals and needs

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Define

Identified user touch points

Explored user decisions making process

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Ideate

Created concept sketches

Explored best practices for key interactions such as stepped flows

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Prototype

Created sitemap

Created wireframes of key user flows

Created an Invision prototype

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Test

Tested with stakeholders and customer experts

Revised and iterated design

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Deliver

Delivered final page designs and style guide

Created logo and brand guidelines