Wezaam – Simple and efficient payments

The brief

Wezaam is a brand-new and innovative service consisting of a SaaS platform that supports clients to efficiently manage payment-related processes globally. Focused on the final employee’s financial needs, Wezaam’s main goal is to give a voice and boost the growth of any company’s employees.

Wezaam was born in the middle of the Pandemic and has already reached 3,860 users.

Though the final user is the employee and the product has been created with their needs and objectives in mind, the first line clients of Wezaam are companies and Business Process Outsourcing (BPO) providers. This is the reason why Wezaam has a reflex on a web app, which meant to be used by the companies and BPOs; and a mobile app, which meant to be used by the final employee.

The starting point

The Wezaam team came to me in the middle of the confinement in 2020 with a clear idea in mind, a base design already created, and the ambitious goal of having a minimum viable product (MVP) by the end of the summer.

In order to understand the service Wezaam was trying to provide and become familiar with the terminology and practices of this field, I began the project with a deep analysis of the user experience of the existing web app and mobile app. To do so, I conducted a 2-round- analysis using a general study and a list of design heuristics, some of whose non-compliance can be seen in the images below.

Original home page
Original configuration's page

As a result of this initial research, we establish together a list of requirements and decided which ones were essential for the web and mobile app MVP. 

From here, I started with very low-fidelity prototypes which increasingly became complex and detailed, so that they represented well the requirements of my clients and the mental models of the final users of the platform in terms of language, frequently checked information and common operations.

Wireframe samples

The web app for companies

As I mentioned before, this platform is meant to be used by the HR managers of companies and BPOs. Some of the requirements we considered when designing the platform were the following:

The information needs to be visual and straightforward. Errors and pending operations need to be highlighted so that oblivion is prevented.

Some of the information that a manager has to check efficiently is the number and status of requests, the name of the people who request more frequently, or the day of important events in the payroll calendar.

Redesign Home page
Requests page redesign

Requests from the employees need to be easy to handle, reviewed, and corrected. Anonymity should be possible, as it is becoming a more and more important topic.

There should be a fast track to import/export relevant information from the database, though the manual introduction of data (user’s information, monthly payrolls, etc.) should also be possible.

File Management
User Management's page redesign

Controlling employee’s permissions to request money should be easy to see and change in order to prevent and reverse possible mistakes.

Finally, the platform should be flexible enough so it is applicable to different companies and contexts. The configuration of the platform should allow an easy modification of things such as the basic company information, the billing information, or the business rules (e.g. how many requests are allowed)

Configuration's page redesign

In general, the design should have a clean and simple, but fresh look and feel, with a functioning that mimics the way other HR web apps work so that it is easier to assimilate into the HR manager’s and BPO workers’ existing mental model.

This design was presented to one important Global Payroll Service company in order to gather feedback and improve the solution. At this stage of the process, the idea was not testing the prototype, but to ensure the requirements were achieved

The mobile app for employees

Wezaam aims to be the voice of the final employees and tries to give them the opportunity to get their money whenever they need it, no matter the moment of the payroll calendar they are.

While the web app was designed to be used by the HR department and BPOs, it was necessary to build a fast and easy solution for the final users of this service. Because of the relevance of the “on-the-go” character, a mobile app seemed to be the most suitable solution.

Again, in this case I counted with a base design that I could analyze in order to get a first idea of the necessary features and functionalities and the existing problems. 

Here the priority was to design a very simple and visual solution that could cause a feeling of relief and control on the user.

Sample of screens from the mobile app design

In the image above you can find a small sample of the design of this app, which contained only a few functionalities to allow the employee to check their account balance, request money, and review their previous transactions.

Final thoughts

My participation in this project had a duration of 6 months in total but it has continued and evolved a lot since that. I am super proud and thankful for having been part of the beginning of Wezaam and seeing how they’re growing now.

This was one of my first projects entirely done remotely and it worked great. Moreover, one of my tasks at the end of my collaboration was to hand off my designs to Cristina, a great designer from whom I learned a lot of great stuff.

One of the most challenging parts of this project was to understand the concepts and the rules that operate in the world of payroll services, something I could slowly assimilate thanks to constant and fluid communication with my client. 

Thank you for reading 🙂 

Drop me a line if you to chat more about this design.

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