Redesigning the Leasing Experience for Inverfin

Alejandro Diaz

User Researcher
UX Designer
UI Designer
Figma
Project Overview:
This case study details the redesign of Inverfin's digital leasing experience, a company specializing in SME leasing solutions. The project aimed to transform the application and validation process into a streamlined and user-centric experience, ultimately boosting customer satisfaction and business growth for Inverfin.
Understanding User Needs: A Deep Dive
The success of Inverfin's digital leasing experience redesign hinged on a thorough understanding of user needs and pain points.
Research Methods:
User Interviews: In-depth interviews were conducted with current and potential SME representatives. The interviews explored their leasing experiences, frustrations, and desired functionalities within the platform.
Competitor Analysis: We conducted a comprehensive analysis of Inverfin's competitors' digital leasing platforms. This helped us identify best practices, potential gaps in the market, and opportunities for differentiation in Inverfin's offering.
Data Analysis: Existing user data from Inverfin's platform was analyzed to identify user behavior patterns and areas with high drop-off rates. This helped us pinpoint specific areas requiring improvement.
Persona Development:
By synthesizing the research findings, we developed detailed user personas like Gabriela, Rodrigo, and Jaime. These personas represented key user segments and embodied their:
Goals and motivations: What are they trying to achieve by using the platform?
Skills and technical abilities: How comfortable are they with technology?
Challenges and frustrations: What pain points do they experience with the current leasing process?
Research Outcomes:
The research phase revealed valuable insights that informed the design decisions:
Time Constraints: Time-saving solutions were prioritized, as evidenced by Gabriela's need for a faster application process.
Need for Flexibility: Users like Rodrigo desired flexible income verification options to cater to diverse financial situations.
Data Management Challenges: Tools to streamline fleet management, as needed by Jaime, would significantly improve user experience.
By incorporating these insights, the design team focused on creating a user-centric platform that addressed the specific needs of SME leasing customers.
Understanding User Needs:
Based on our research, three user personas emerged:
Gabriela (Procurement Manager): Focused on efficiency and time-saving solutions.
Rodrigo (Medical Doctor): Emphasized flexibility in income verification to facilitate leasing decisions.
Jaime (Fleet Manager): Required intuitive tools for efficient fleet management.
Aligning Design with Business Goals:
Based on user research, the project addressed specific objectives that aligned with Inverfin's business goals:
Enhanced User Experience: Streamline registration and quotation processes for faster application completion.
Increased Customer Satisfaction: Offer flexible income verification options catering to diverse users.
Improved Operational Efficiency: Provide intuitive fleet management tools, minimizing workload for customers.
Customer Journey Mapping:
Detailed customer journeys were created for Gabriela, Rodrigo, and Jaime, visualizing their interactions with the leasing platform. This pinpointed key touchpoints and identified areas for improvement within the user experience.
Designing for Efficiency and Usability:
Informed by customer journeys, wireframes were meticulously crafted to reflect a clear and intuitive information architecture. The interface prioritized efficiency and ease of use, ensuring a smooth and effortless experience for users.
Building Brand Trust and Recognition:
A cohesive user interface (UI) was designed, incorporating Inverfin's brand identity through a strategic color palette and typographic styles. Visual components were carefully chosen to convey professionalism and trustworthiness, fostering user confidence.
Iterative Refinement Through User Testing:
High-fidelity, interactive prototypes were developed leveraging design tools. Real users were recruited to test the redesigned experience, and their valuable feedback was incorporated to iterate and refine the design for optimal usability.
Measurable Success:
The redesigned digital leasing platform yielded significant improvements for both users and Inverfin:
Reduced Application Time: Gabriela completed the application and quotation process significantly faster.
Flexible Verification Options: Rodrigo found suitable income verification methods, streamlining his leasing decision.
Simplified Fleet Management: Jaime experienced a smoother and faster fleet management process, reducing workload.
Conclusion:
This project demonstrates the power of a user-centered design approach. By prioritizing user needs and iteratively refining the design based on feedback, we delivered a significantly improved digital leasing experience for Inverfin's customers. This has translated into increased customer satisfaction, improved operational efficiency, and a stronger position for Inverfin within the SME leasing market.
Note: While we didn't directly mention the DHX framework, the case study focuses on the core principles it emphasizes:
User-centered design: Understanding and addressing user needs throughout the process.
Improved user experience: Streamlining the platform for a more efficient and enjoyable experience.
Business value: Highlighting the positive impact on customer satisfaction, operational efficiency, and market positioning.
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