Accounts & Billing

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Marketing Accounts & Billing

Background

The Accounts & Billing section within Maropost serves as a comprehensive platform for users to seamlessly manage their billing details and subscription plans. This section offers users the ability to access and monitor various aspects of their accounts, including usage statistics, plan details, overage charges, and options for plan upgrades. By providing users with a centralized hub for billing management, Maropost ensures transparency, control, and efficiency in managing subscription services.

My Role

In my role as a UX/UI & Product Designer for the Marketing Accounts & Billing section of Maropost, I led the design efforts to create a seamless user experience. Here's how I contributed:

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  • Understanding User Needs: I began by deeply understanding user requirements and business objectives, ensuring that our designs were aligned with user expectations and goals.

  • Crafting User Flows: I developed comprehensive user flows to map out the journey users would take within the Accounts & Billing section. This laid the foundation for the design process and ensured a logical and intuitive interface.

  • Wireframing & Prototyping: Using wireframing and prototyping techniques, I translated user flows into tangible design concepts. These prototypes allowed for early validation and feedback from stakeholders.

  • High-Fidelity Designs: Leveraging my expertise in UI design, I created visually appealing and functional interfaces. These designs incorporated essential features such as usage stats, plan details, overage charges, and plan upgrades in a clear and accessible manner.

  • Adherence to Design System: I ensured consistency and coherence by closely following the Maropost Design System. By adhering to established design patterns and guidelines, I contributed to a unified user experience across the platform.

  • Collaboration & Communication: I facilitated effective collaboration with cross-functional teams, including engineering, product management, marketing, and customer success. Regular meetings and communication channels ensured alignment with project goals and user needs.

  • Requirements Verification & Testing: Rigorous testing and validation were integral to my process. I conducted usability testing sessions and gathered feedback to iterate and refine designs, ultimately delivering a user-centric solution.

In summary, my role involved leading the design efforts for the Marketing Accounts & Billing section of Maropost, ensuring alignment with user needs, adherence to design standards, and effective collaboration with internal stakeholders.

Process
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  1. Find Support: Before diving into design, it was crucial to ensure alignment and support from key stakeholders. This involved engaging with internal teams such as product management, engineering, marketing, and customer success to understand their perspectives, goals, and any specific requirements related to the Accounts & Billing section.

  2. Define the Goal: With support from stakeholders, the next step was to define clear and measurable goals for the Accounts & Billing section. These goals served as guiding principles throughout the design process, ensuring that all design decisions were aligned with the overarching objectives of the project.

  3. Gather Research: Research played a pivotal role in understanding user needs, pain points, and preferences related to billing and account management. This involved a combination of qualitative and quantitative methods, such as user interviews, surveys, and analytics analysis. Insights gathered from research informed the design direction and feature prioritisation.

  4. Map the Blueprint: Building on the research findings, I created detailed user flows and interaction maps to visualise the journey users would take within the Accounts & Billing section. This blueprint served as a roadmap for the design process, outlining key touchpoints, features, and decision points along the user journey.

  5. Refine and Iterate: With the blueprint in place, I began the iterative design process, starting with low-fidelity wireframes and gradually refining them into high-fidelity designs. Throughout this process, I solicited feedback from stakeholders and conducted usability testing to identify areas for improvement and optimisation.

  6. Distribute and Implement: Once the designs were finalised and approved, I worked closely with the engineering team to ensure seamless implementation of the Accounts & Billing section. This involved providing detailed design specifications, assets, and ongoing support to address any implementation challenges and ensure fidelity to the original design vision.

By following this systematic process, we were able to design and deliver a user-centric Accounts & Billing section that met the needs of both our users and the business, enhancing the overall user experience within the Maropost platform.

Research
  1. Identifying Research Objectives: At the outset, I aimed to gain deep insights into user behaviours, preferences, and pain points related to billing and account management within the Maropost platform. Our research objectives were to understand user needs, identify usability challenges, and gather feedback to inform the design process.

  2. Method Selection: I employed a mixed-method approach, combining qualitative and quantitative research methods to gather comprehensive insights. This included:

    • User Interviews: Conducted one-on-one interviews with a diverse range of Maropost users, including marketers, account managers, and administrators, to understand their experiences and pain points with the existing billing and account management features.
    • Surveys: Distributed surveys to a wider audience of Maropost users to gather quantitative data on usage patterns, satisfaction levels, and feature preferences related to billing and account management.
    • Analytics Analysis: Leveraged analytics data from the Maropost platform to identify usage patterns, drop-off points, and areas of friction within the existing Accounts & Billing section.

  3. Data Analysis: I meticulously analysed the data collected from interviews, surveys, and analytics to extract key insights and patterns. This involved identifying common pain points, user needs, and opportunities for improvement within the Accounts & Billing section.

  4. Synthesis and Insights: Through a process of synthesis, I distilled our research findings into actionable insights that would guide the design process. This included identifying priority features, usability enhancements, and design considerations based on user feedback and data analysis.

  5. Mapping the Blueprint: Informed by our research insights, I mapped out detailed user flows and interaction diagrams to visualise the ideal user journey within the Accounts & Billing section. This blueprint served as a roadmap for the design process, ensuring that our designs addressed key user needs and pain points identified during research.

  6. Refining Designs Based on Research: Throughout the design process, I continuously referred back to our research findings to validate design decisions and iterate on our designs. User feedback gathered during usability testing sessions further informed refinements and optimizations to ensure a user-centric and intuitive interface.

By integrating research insights from start to finish, we were able to design a Marketing Accounts & Billing section that not only met user needs but also exceeded expectations, resulting in a more seamless and satisfying user experience within the Maropost platform.

User Flow
User Flow
Wire-framing
Wireframe
Outcomes

By following a rigorous process and adhering to design standards, we achieved significant improvements in the user experience of the Marketing Accounts & Billing section within the Maropost platform. Here are the key outcomes:

  1. Enhanced Usability: The systematic approach to research and design allowed us to identify and address usability issues, resulting in a more intuitive and easy-to-use interface. Users were able to navigate the Accounts & Billing section with greater ease and efficiency, leading to a more satisfying overall experience.

  2. Streamlined Workflows: The carefully crafted user flows and interaction design optimised user workflows, reducing friction points and simplifying complex tasks such as viewing usage stats, managing plans, and upgrading subscriptions. As a result, users were able to accomplish their tasks more quickly and efficiently.

  3. Consistent Design Language: Adherence to the Maropost Design System ensured consistency and coherence across the platform, reinforcing familiarity and trust among users. By following established design patterns and guidelines, we created a seamless and unified user experience that resonated with Maropost's branding and identity.

  4. Positive Customer Feedback: The outcome of my efforts was met with overwhelmingly positive feedback from Maropost customers. Users appreciated the improved usability, streamlined workflows, and visually appealing interface of the Accounts & Billing section. Their satisfaction and endorsement validated the effectiveness of our design approach.

  5. Increased User Engagement: As a result of the enhanced user experience, we observed increased user engagement metrics within the Accounts & Billing section. Users spent more time interacting with the features, indicating greater satisfaction and utility derived from the improvements implemented.

In conclusion, by following a systematic process and adhering to design standards, we were able to deliver an improved user experience for the Marketing Accounts & Billing section of the Maropost platform. The positive reception from customers underscores the success of our approach in creating a UI that not only meets user needs but also delights and empowers them in their interactions with the platform.

Prototypes