Nº3

Nº3

Nº3

Nº3

DESIGN AND DEVELOPMENT

DESIGN AND DEVELOPMENT

DESIGN AND DEVELOPMENT

DESIGN AND DEVELOPMENT

2021

2021

2021

2021

Taxfix Instant Refund

Taxfix Instant Refund

Taxfix Instant Refund

Taxfix Instant Refund

Why wait for months to receive your well-deserved tax refund when you've diligently paid all your taxes? We believed people shouldn't have to wait at all. That's why our mission was to expedite the process and get users' money back to them as soon as possible.

EXPERIENCE PRINCIPLES

Instant

Get the refund in just a few minutes.

Boundless

Users should spend their money however they want.

Seamless

Spend as little added effort as possible.

INDUSTRY

Fintech

ROLE

Lead Product Designer

YEAR

2021

TEAM SIZE

10+

Challenge

The dream was clear but the journey to achieve it was filled with complexity from every angle: technical intricacies, business limitations, user experience nuances, navigating financial institutions, and so much more. While it seemed daunting, especially since no one else was offering a similar feature, after validating demand through a simple fake door experiment, we tackled the challenge head-on, exploring every possible avenue to make it a reality.

Role

In my role as Lead Designer, I analyzed insights and data to develop a Product Vision to set the ambition of a great user experience. This vision was then translated into manageable, measurable deliverables to validate assumptions and drive product iteration. I ran various workshops, did wireframing and prototyping and conducted user research consistently. Collaborating closely with stakeholders, I ensured that our business goals always prioritized user needs and addressed pain points.

Solution

Instant refunds became a reality within a few months. We chose a gradual rollout to meticulously test and ensure the functionality of our product. Initially, we offered users only half of the refund, but through multiple iterations, we succeeded in providing eligible users with their full refund within minutes. However, after nearly two years of service, we discontinued the feature as we realized it wasn't the optimal time for such a service. Nonetheless, we gained valuable insights from this experience, and perhaps one day instant refunds will make a return.

Challenge

The dream was clear but the journey to achieve it was filled with complexity from every angle: technical intricacies, business limitations, user experience nuances, navigating financial institutions, and so much more. While it seemed daunting, especially since no one else was offering a similar feature, after validating demand through a simple fake door experiment, we tackled the challenge head-on, exploring every possible avenue to make it a reality.

Role

In my role as Lead Designer, I analyzed insights and data to develop a Product Vision to set the ambition of a great user experience. This vision was then translated into manageable, measurable deliverables to validate assumptions and drive product iteration. I ran various workshops, did wireframing and prototyping and conducted user research consistently. Collaborating closely with stakeholders, I ensured that our business goals always prioritized user needs and addressed pain points.

Solution

Instant refunds became a reality within a few months. We chose a gradual rollout to meticulously test and ensure the functionality of our product. Initially, we offered users only half of the refund, but through multiple iterations, we succeeded in providing eligible users with their full refund within minutes. However, after nearly two years of service, we discontinued the feature as we realized it wasn't the optimal time for such a service. Nonetheless, we gained valuable insights from this experience, and perhaps one day instant refunds will make a return.

Reduced refund waiting time from ~6 weeks to mere minutes
Reduced refund waiting time from ~6 weeks to mere minutes

2'

Minutes to get refund

+13.2%

Opt-in increase

+2.4%

E2E CVR increase

After many iterations and releases

After many iterations and releases

We landed in the simplest experience possible

We landed in the simplest experience possible

PROCESS

01

Research & Analysis

The team had previous research and had made a successful experiment that validated demand for the service. I used the existing insights to inform the next phase.

02

Product Vision

We conducted user interviews, surveys, and analyzed in-app analytics to understand the pain points and user needs. We also studied competitor apps and industry trends to gather insights

03

Usability Testing

We conducted user interviews, surveys, and analyzed in-app analytics to understand the pain points and user needs. We also studied competitor apps and industry trends to gather insights

04

A/B Testing

We conducted user interviews, surveys, and analyzed in-app analytics to understand the pain points and user needs. We also studied competitor apps and industry trends to gather insights

05

Handoff & QA

We conducted user interviews, surveys, and analyzed in-app analytics to understand the pain points and user needs. We also studied competitor apps and industry trends to gather insights

01

Research & Analysis

The team had previous research and had made a successful experiment that validated demand for the service. I used the existing insights to inform the next phase.

02

Product Vision

We conducted user interviews, surveys, and analyzed in-app analytics to understand the pain points and user needs. We also studied competitor apps and industry trends to gather insights

03

Usability Testing

We conducted user interviews, surveys, and analyzed in-app analytics to understand the pain points and user needs. We also studied competitor apps and industry trends to gather insights

04

A/B Testing

We conducted user interviews, surveys, and analyzed in-app analytics to understand the pain points and user needs. We also studied competitor apps and industry trends to gather insights

05

Handoff & QA

We conducted user interviews, surveys, and analyzed in-app analytics to understand the pain points and user needs. We also studied competitor apps and industry trends to gather insights

Special thank you to my team and sparring partners Tim, Hernan, Juanito, Ellen, Will, Sonia, Kathrin, Maco, Fran, Jose and so many more.