Payments Dashboard

Fivestars

Opportunity

To speed up the launch of our payments device, we used World Pay, a 3rd party software to facilitate our payments reporting.  

It was time to swap out our white label experience for a optimal Fivestars customer experience:

  • Deprecate insufficient Loyalty Dashboard infrastructure
  • Build towards a single unified payments + loyalty dashboard
  • Build meaningful tools for our merchants

ROLE
Principle Designer, IA, Wireframes, User Research, Prototyping, UX/UI Design

PLATFORM
Desktop, Mobile Responsive

Research

DESIGN APPROACH‍

  • Single sign-on experience to bridge to our Loyalty Dashboard
  • Limited dashboard reporting feature set
  • Mobile responsive

USER RESEARCH

  • Competitor analysis
  • Card sorting
  • Merchant surveys
  • Usability studies

Early concepts

We concept future forward designs that will be distilled down to our MVP.  This helps us get a sense of the overall architecture of the dashboard and how we plan to integrate Fivestars’ existing Loyalty Dashboard. We als stood up our designs in front of merchants to understand the metrics they look for and what user tasks they perform daily, monthly, and annually.

Prototypes

TOP  DESKTOP & MOBILE RECONCILIATION TASKS

  1. Get total tips for a time period (e.g. day / week) - Transactions
  2. See card sales and deposits by location - Deposits
  3. Review revenue and costs once a month - Reports/Transactions (Desktop only)
  4. Get daily card sales report (for EOD closing reconciliation) - Reports
  5. Match deposits and fees against bank account - Deposits

USABILITY STUDIES

‍We performed usability studies and user interviews to understand merchant pain points, user needs, and expectations.

LEARNINGS

  • Merchants require export feature for transactions and deposits
  • Prioritize daily and monthly summaries
  • Tips should be reported separately
  • Need clearly defined batch dates and processing fees

Solution

  • Sales Daily and weekly sales reporting
  • Transaction history with limited filters
  • Deposits and fees with limited filters
  • SSO Navigation for Payment and Loyalty Dashboard
  • Billing & fees
  • Mobile responsive