ux highlights

One button that increased screen conversion in 17%

My Role

UX | Monitoring

Background

Behalf is transforming the way businesses accelerate cash flow by offering automated payment solutions, including financing and net terms, to merchants and their customers - regardless of transaction size.

Story

Every day I have scheduled in my calendar one hour for analysing recordings of all kinds of flows inside Behalf products.

One day I was researching for "Create a payment" improvements in the Customer Portal and started noticing that in some of these recordings users scrolled down to look for their payments and changed tab to create a payment. There is a green button in header but they don't scroll up back.

The Solution

Due to developers tight schedule I started thinking on the simplest solution. A "Create Payment" button was added in the bottom of the payments list. It increased this screen conversion in 17%.

May 2017

Usability Testing Matters

My Role

UX | UI | Usability Testing

Background

Behalf is transforming the way businesses accelerate cash flow by offering automated payment solutions, including financing and net terms, to merchants and their customers - regardless of transaction size.

Story

In Behalf my manager (and good friend) understands that a Product Designer needs to meet and know the people who actually use our product. What for me is a flow made of screens, for them is the real opportunity to buy goods for their businesses fast and pay on their terms.

Currently, Behalf only sells payment solutions for companies in the United States. My manager and I traveled to New York and scheduled meetings with Merchants and Customers. In these meetings I would do real usability testing in the right context.

We started noticing that in Repayment Plan screen users would grab their phones to start calculating the fees amount and wasn't sure of the total price they had to pay Behalf. They felt insecure and some of them lost the interest in the flow.

The Solution

In this case users needed the numbers placed as a math calculation to feel safe and complete the flow successfully. Other changes were made also due to usability testing, but this was the most problematic in terms of usability.

After the update, I analysed hundreds of Hotjar recordings and saw that users complete this step smoothly.

Sep 2017

Back to Work

UX Highlights

One button that increased screen conversion in 17%

​

My Role

UX | Monitoring

​

Background

Behalf is transforming the way businesses accelerate cash flow by offering automated payment solutions, including financing and net terms, to merchants and their customers - regardless of transaction size.

​

Story

Every day I have scheduled in my calendar one hour for analysing recordings of all kinds of flows inside Behalf products.

One day I was researching for "Create a payment" improvements in the Customer Portal and started noticing that in some of these recordings users scrolled down to look for their payments and changed tab to create a payment. There is a green button in header but they don't scroll up back.

​

The Solution

Due to developers tight schedule I started thinking on the simplest solution. A "Create Payment" button was added in the bottom of the payments list. It increased this screen conversion in 17%.

Usability Testing Matters

​

My Role

UX | UI | Usability Testing

​

Background

Behalf is transforming the way businesses accelerate cash flow by offering automated payment solutions, including financing and net terms, to merchants and their customers - regardless of transaction size.

​

Story

In Behalf my manager (and good friend) understands that a Product Designer needs to meet and know the people who actually use our product. What for me is a flow made of screens, for them is the real opportunity to buy goods for their businesses fast and pay on their terms.

Currently, Behalf only sells payment solutions for companies in the United States. My manager and I traveled to New York and scheduled meetings with Merchants and Customers. In these meetings I would do real usability testing in the right context.

We started noticing that in Repayment Plan screen users would grab their phones to start calculating the fees amount and wasn't sure of the total price they had to pay Behalf. They felt insecure and some of them lost the interest in the flow.

​

The Solution

In this case users needed the numbers placed as a math calculation to feel safe and complete the flow successfully. Other changes were made also due to usability testing, but this was the most problematic in terms of usability.

After the update, I analysed hundreds of Hotjar recordings and saw that users complete this step smoothly.