Centro's Collaborative Finance | Springboard | UI/UX Design Project
Project scope
Categories
UI design UX designSkills
planning financial planning finance design elements and principles user interface (ui) design personal finance user experience (ux) design figma (design software) user interface (ui) researchWhat is the problem your company is trying to solve by having this work done? What are your criteria for success?
Our Company Centro, is helping manage & centralize personal finance planning that typically is done with a personal finance advisor. We allow users to build a personal finance plan without spending thousands of dollars and sharing personal life plans with others.
In this project, we aim to solve the problem around Collaborating in real time over personal finance planning over the web. We take a visual approach to personal financial planning and leverage many real-time collaboration design principles from Figma itself.
Our ideal goal would be that we end up with a strong foundation for personal finance collaboration on top of an existing networth / cashflow graph as seen on our website forecasting.getcentro.com (Beta)
Timeline: 4 Weeks
Milestone #1
- Read Onboarding & Familiarize with Existing Figma Files
- Understand the Core Problem in detail / review existing research & Specs
- Familiarize yourself with the existing product to understand the requirements and design work.
Milestone #2
- Rough Version of Collaborative Graphs UI/UX
Milestone #3
- Mid-Fidelity Version of Collaborative Graphs UI/UX
Milestone #4
- High-Fidelity with Brand Colors Version of Collaborative Graphs UI/UX
- Developer Hand off all deliverables and findings in a package that allows for your work to be easily understood and incorporated into future projects. Developers will be coding the project from this point forward.
Note: No Prototypes are needed, we use Side by Side Screen Workflows for ease of developer handoff.
- Preparation of any relevant resources and assets in advance of the kick off call
- With a regular weekly check-in call
- Reasonably responsive throughout the collaboration to unsure progress is not blocked.
- Allow the learners to share the work they do for us in job search materials
- + 24/7 Async Communication for help at anytime.
- + Multiple Async Design Reviews in Figma for Quickly Iterating on the Designs
- + Structured Onboarding & Design Tips to help accelerate general learning.
About the company
Track & Optimize all your finances and automate planning through forecasting for the future for significant purchases such as your dream home, car or vacation.
Savi Finance is a Personal Finance Planning SaaS Web Application with a companion Mobile App that helps people build life plans without the need for a financial advisor by democratizing advanced financial concepts in a visually appealing way all while maintaining plan privacy.
Now with Social Insights & Guilt-Free Spend Limits!
With built-in collaboration with friends and family, AI algorithms to generate life plans in a few seconds, broader picture planning to help plan for the long term, and real-time insights from the economy and users in similar demographics, we feel that Savi Finance is the best way to plan and take control of your financial life.