ORIGIN • 2020

This project was a Case Study for Origin, a Financial Wellness Solution. Origin's mission is to support every financial journey, every step of the way, combining real financial planning pros with cutting-edge technology to help people gain control of their finances and plan for the future.

ROLE & MAIN ACTIVITIES

This project was a Case Study made as part of the hiring process for the role of SENIOR PRODUCT DESIGNER. Through the exercise, I tried to perform the Design Process as a whole - covering UX and UI phases, dividing them into five steps: 1) Understanding the Company, 2) Understanding the Business, 3) Understanding the User, 4) Ideating, and 5) Defining.

Financial wellness is not just about getting rid of problems like credit cards or student debt. It is also – and arguably mainly – about fulfilling your dreams.

Some of us want to buy a car. Some of us want to take a vacation. Some of us want to have a baby. Every single one of us wants something.

That is especially true given one of Origin's personas, an upper-middle-class 32-year-old designer who lives in San Francisco and works for a venture-backed tech startup.

This person makes enough money to save and live comfortably but wants to better understand where their money is going and how to more effectively save for their future.

PRODUCT REQUIREMENTS

Origin wants to help people plan for their future by helping them understand how to better save money and where to allocate these savings, to do so, this person could:

See historical patterns of how much money they have spent, how much money they have made, and how much money they have saved;
Receive a recommended budget that tells them how much they should be spending each month and how much they should be saving, based on their income;
Set a monthly spending budget and see the current month's spending compared to the budget. All of this is in a friendly and instructional web-based platform.

UI DESIGN PROCESS

For the exercise, Origin sent a style guide that should be used. But, instead of just using them I saw an opportunity to show some Design System skills that could be useful for maintaining the consistency and aesthetics of the product.

In this review, I applied some good practices of Design Systems as Design Tokens, HSB converted colors, Text Scales in REM, Componentization, and Figma Variants, for example.

PROPOSED SOLUTION

This exercise had a one-week deadline. So, after five days in which UX and UI processes have been applied, I achieved one hypothesis of solution that must be tested and refined:

when one of us shines, all of us shine

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when one of us shines, all of us shine ⋆

For me, Design is not a lonely activity. It has all the instruments to be practiced together, in an environment of diversity and inclusion, with respect and ethics. Thus, thanks to the amazing PARTNER that shared these values with me and made all of this possible: