APRIL 2023 | PRODUCTFY
Designing a multi-use business card product
Role
End-to-end visual design
Interaction design
UX Design
Timeline
2 weeks to prototype
Creating the user experience around setting up a multi-use card for business expenses
Collaborators
Engineering, Product, Marketing
Our goal was to create a business card product that our clients could set spend controls on.
Product Goal
Allow clients to create virtual or physical multi-use business cards that they could use for different company expense types
Business Goal
Onboard new clients who want to be able to create a multi-use business card that they can give to employees and set card controls on.
Due to client requests and to increase Productfy's competitive advantage in the fintech industry, we needed to create a new commercial card product that would allow a single company controller to create multiple virtual and physical cards for business expenses.
Research & Wireframing
After looking at our competitor's similar product offerings to understand trends around creating this product, I developed some wireframes of the flow, which I presented to stakeholders and refined based on their feedback.
Product Features
Users can easily create a new virtual or physical business card from account dashboard
From the Cards tab of the account dashboard, a user can easily create a virtual or physical card and view information about each type
Card controls allow clients to customize and manage card use
Users can create a nickname for their card, choose a card funding account, and set spending limits to control card use
Cards tab of account dashboard allows clients to view and edit card control details
Once a card is created, users can view its details from the cards tab and edit the spending controls
Responsive design means users can easily access account dashboard from their phones
We made sure the design was responsive so users could easily access their cards from mobile devices
Client account dashboard allows users to view and manage their cards and track spending
The account dashboard gives users full transparency into their spending and cards, while allowing them to add funds, transfer money, and pay bills