Crewfare Mobile Site Redesign
Project Scope: Crewfare’s stakeholders tasked our student design team with redesigning both the split payment & managing reservations features for Crewfare’s site. We were instructed to focus only on the mobile designs for this project and had two and a half weeks to complete the project deliverables.
My Role: Lead UX Researcher / Interaction Designer
Project Duration: 4/3/22 - 4/20/22
My Team:
Mason Materna: UX Researcher & Interaction Designer
Reese Chong: UX/UI Designer
Kathie Chung: UX/UI Designer
Dalena Le: Scrum Master
Jeritza DeJesus: Content Strategist
Tools: Figma, Maze, Google Suite, Microsoft Excel, Zoom, Slack, Photoshop
Methodologies: Surveys, User Interviews, Usability Testing, Persona Development, User Journeys, User Flows, Sketching, Competitive & Comparative analyses, Wireframming, Prototyping, Design Studio, Heuristic Evaluation, Site Mapping
Exploring The Problem
Preliminary Research
After receiving our project brief and understanding our goals, we began by conducting a full site heuristic analysis using the Nielsen Norman list of usability heuristics to better familiarize ourselves with the site and identify any usability issues users may face while navigating the interface as well as how our designs could seamlessly integrate into the existing fabric of the site.
Next, we planned out how to navigate through our research phase and garner the most pertinent information to our problems. We chose to conduct extensive user research to help us better understand users perceptions and experiences with splitting payments and managing reservations. Paired with our user research, we wanted to conduct a competitive and comparative analysis to learn how other companies were excelling and falling short in these spaces to inform our design decisions.
Beginning with a competitive & comparative analysis of other companies currently utilizing these features, we studied Pollen and Festickets as direct competitors who provided these features as well as Expedia, Hilton Hotels, and Four Seasons as successful comparators offering these features on their platforms.
User Research
To learn more about user preferences and experiences, we sent out a generative survey through a email blast to Crewfare’s user base which totaled 40 responses.
From this survey we were able to find 16 interview subjects within our target demographic (festival attendees between ages 18-35) whom we asked questions about their past experiences dealing with splitting payments and managing reservations to learn more about their pain points in these processes as well as their preferences & desires.
Synthesizing Research Data
After conducting user interviews with these 16 individuals within our target demographic, as a team we collectively affinity mapped key insights from our users to identify common trends, preferences, and pain points across the users we interviewed to help inform our design decisions based on user preferences.
From these 16 interviews, some of the key insights we gathered were;
Many users don’t want to have to figure out the complex monetary calculations on their own
The way in which the group divides payment is contingent on numerous factors
Users don’t want to & feel uncomfortable having to remind friends to reimburse them
Many users wanted their friends to also bear some financial responsibility and not be the only individual accountable
Persona Development
Using the aggregated data from our survey responses and our user interviews, we developed 2 user personas to help humanize our collected data and design for the culmination of all users as well as help us distinguish between the two distinct roles our users embody (The Planner & The Crew Member)
Jenna’s key behaviors are:
She is constantly planning and fronting payment for her group
She has to figure out the complicated expense breakdowns on her own
Stressing over expenses which can hinder her experiences
Henry’s key behaviors are:
Frequently forgetting or delaying reimbursing his friends
Commonly needing his portion of an expense to be covered for him with the promise of reimbursement later
Occasional disputes with friends about how much he owes & if he has paid or not yet
User Journeys
Using the personas of Jenna & Henry, we developed a user journey to emulate where these hypothetical users paths intersect and to empathize where the users run into key pain points along their journeys.
Stages of Jenna & Henry’s Journey
Jenna plans the entire trip, Henry doesn’t help in any way
Henry forgets to send the initial reimbursement to Jenna
Jenna tries to remind Henry in a lighthearted manner, Henry still feels offended
About to depart for their trip Jenna sternly asks Henry for the money, both parties mood’s are affected negatively by the situation
Problem & HMW Statements
Jenna’s Problem:
Currently has no means of holding others in her crew accountable for their respective expenses or reminding them without risking a hostile encounter
Henry’s Problem:
As a crew member, Henry currently has no easy way to assist the planner and take any financial responsibility
How might we - Enable all group members to be held financially accountable to ease the role of the “planner” in managing expenses?
How might we- Provide a way for crew members to take financial accountability and ensure reimbursement within their group?
Ideation & Design Phase
Design Studio
With all of our research consolidated and our personas key pain points in mind, we began to envision how the payment splitting & reservation management features would take shape and function. As a team we conducted a design studio for each individual to sketch out their ideas of how these features would function, we then blended all of our sketches to create a finalized version to move forward with
Payment Splitting Sketches
Reservation Management Sketches
Wireframes
As a team based on our research data, and the existing option to split the total cost of the reservation evenly or custom between all group members, we chose to develop three ways to split payment amongst each item between crew members - (Equal division of the item, Custom division of the item, Division by shares of the item/s)
When the user decides to split costs in a manner that isn’t evenly between all group members, they are taken to a new screen that provides them the three different payment options.
Equally: Here the user selects which guests will be paying for that specific item, and the cost is automatically divided equally between the selected members
Shares: The user is able to assign payment shares of an item (or multiple items if the reservation has duplicates) to each desired individual
Custom: Here the user simply enters the desired amount each individual will pay, when an amount is entered the numerical value remaining changes to represent the cost not yet assigned
For the reservation management feature, we wanted to provide users with a streamlined & easy way to manage the guests attached to the booking. Whether removing or replacing we wanted to make this as simplified as possible to ensure clarity for the user throughout the process.
Some of the key features integrated here to streamline this process are:
A dropdown menu when “Manage Guest” is clicked with options to either replace or remove the guest entirely
A button to send an email and/or SMS text reminder to that guest that their share has not been paid yet via Crewfare so the user is not involved personally
Split payment details drop down with the ability to toggle to see who has not paid their share yet & who has paid their share
For users to add additional extras to their reservation we wanted to maintain that same simplicity in the process to avoid confusion and allow the users to accomplish their tasks in the most streamlined fashion.
For adding additional extras, the user simply has to:
Click the desired extra and choose the quantity they would like to add to their reservation and press “Add”
Users have the option to undo their selection to ensure no mistakes are finalized
Once everything looks correct they then press the “Save” button, which acts as a second layer of error prevention, after clicking their reservation will be updated immediately
Wireflows
Using the existing screens and designs Crewfare had provided us, we made iterations to these frames to fully integrate our newly designed payment splitting and reservation management features into the fabric of Crewfare’s site. We then created high-fidelity wireflows to demonstrate the user’s path through the entirety of the process.
Payment Splitting Options Wireflow
Guest Management Wireflow
Room Management Wireflow (same flow for managing extras)
Prototype & User Testing
Hi-Fidelity Prototype Walkthroughs
After connecting our wireframes through multiple wireflows, we created a high-fidelity clickable prototype to conduct usability tests to evaluate the usability and ease of use of our newly integrated designs.
Split Payment Walkthrough
Management Walkthrough
Usability Testing Results
Following the development of our high-fidelity prototype, we conducted 11 usability tests to garner an understanding of how users were interacting with our designed features, and identify any areas where users were having trouble or running into confusion.
To retain simplicity and prevent users from becoming overwhelmed by the numerous tasks they had to accomplish, we divided the tasks into two separate tests one for splitting payment & one for managing reservations.
Split Payment Results
User success rates by task:
81.8% Book hotel
90.9% Add an add-on
100% Add guest to reservation
70% Custom split a room-———>
80% Evenly split a room
80% Split shuttle passes by weight
Management Results
User success rates by task
89% Edit room reservation
78% Remove guest from reservation —————>
100% Send reminder to guest
100% Add an add-on
Conclusion
Takeaways
Next Steps
While our project timeline had ended, we hypothesized some immediate next steps to take to further develop and improve the designs of the payment splitting and reservation management features
Iterate designs in accordance with user testing data to remedy issues users experienced while interacting with the prototype
Potentially removing the “Divide by Shares” option as users found this to be confusing
More usability testing to retrieve user data on the iterated designs
Retrospective
Highlights: By spearheading our research phase and conducting an overwhelming majority of user interviews, I felt I was able to exert my research expertise and provide our team a robust research base to inform our design process. In the design process I was able to use my knowledge of Figma interactions & components to help expedite the design sprint which gave our team more time to conduct user testing and prepare deliverables to be presented to our clients.
Struggles: One of the main struggles I faced during this project was our group’s decision to include a split by shares option, I felt with the nature of users goals & behaviors this option seemed superfluous and only served to complicate the interface. However with the majority of our team feeling this feature was helpful, we moved forth and developed this feature. While designing this feature I worked to ensure the interface remained streamlined while still integrating this feature.