Atlas Dash

Designed a mobile platform for Atlas Dash users to track their subscription fees and appeal to a wider market.

The Challenge

Atlas Dash needed a mobile app to appeal to a greater share of their potential users since more than 50% were on mobile devices.

The Problem

People with recurring expenses (or subscriptions) need a platform to view and manage all of their expenses in one place to make informed budget decisions.

Role

Tools

Client

Year

UX Designer

Figma, Maze

Atlas Dash

2023

Goals

  1. Display subscriptions in one place to give users a comprehensive overview of their spending habits.

  2. Users can cancel subscriptions to reduce excessive spending.

  3. Users can create alerts for automatically-renewing subscriptions to help them track their budget.

Research and Analysis

I conducted a heuristic evaluation of three competitor apps to determine pain points and strengths that I could draw inspiration from for my design.

research

Key Insights

1

All three competitors excelled in recognition rather than recall: the user can view all their subscriptions/expenses and related data in one place. They struggled in consistency and standards: used inconsistent terminology and don’t allow users to connect their personal checking/credit card accounts to easily import their expenses.

user

User Flows

Using Figma, I designed user flows to manage and modify subscriptions (seen below) and create a subscription alert.

sketches

Concepts, Sketching, Wireframes

I designed low-fidelity wireframes of key screens, ensuring the navigation of this mobile app was simple and intuitive, the CTAs were effective and placed well, and that I satisfied the business goals.

usability

Usability Testing: Round one

I conducted two rounds of remote usability testing, presenting tasks that included cancelling a subscription, recategorizing a subscription, and creating a recurring payment notification. In this initial round , users had a difficult time locating the filter icon, searching for a specific subscription, and identifying the correct CTA for specific tasks. Before the second round, I improved the icons’ and CTAs’ visibility and recognizability and made sure that the top search bar was available on all pages.

Task

Results

prototype

Recategorize subscription

44.4% misclick rate, 100% success rate

Create payment alert

50% misclick rate, 100% success rate

View annual total cost

0% misclick rate, 100% success rate

Visual Design & Prototype

The colors and typography reflect the brand’s key attributes: trustworthy, caring, friendly and casual. The graphics, like the chart in the statistics page below, are simple and easy to read and the calls-to-action are clearly viewed/easy to find on the pages.

testing

usability testing: round two

iterations

Task: Recategorize your Hulu subscription

Results: 100% misclick rate, 100% success rate

  • Because of the way the question was worded, users clicked the incorrect subscription

  • Users may have attempted to filter out the subscription by category (e.g., streaming)

Task: Cancel your Hulu subscription

Results: 100% misclick rate, 71% success rate

Not all users were initially knew where to find the correct CTA

Test: Create a recurring payment alert

Results: 43% misclick rate, 100% success rate

  • The CTA was not well-placed on the page

  • The clicks on the subscription and calendar icons on the navigation bar could indicate that these users almost gave up on the task before discovering the correct CTA

Task: View total yearly subscription amount

Results: 100% misclick rate, 14% bounce rate

  • The correct link was not clearly viewable on the page

  • Users took two sensible paths I had not accounted for: the statistics page and “view all payments” CTA, which could have given them the desired results.

Design Iterations

Home Page

Initial Design

Subscription Modal

Initial Design

Statistics Modal

Initial Design

Remove the link from the monthly total and create a separate yearly total CTA

Update the highlight color in the navigation bar so it’s more easily viewed by users

Move the primary and secondary CTAs to the top of the page to improve visual hierarchy

Redesign the chart to display payments year-to-date and forecasted, which are likely more useful data points for the user

Break out expenses by subscription category and display data points

Update graph colors to distinguish between subscription categories

Final Design

Final Design

Final Design

Challenges and Conclusion

I would have liked to retest my designs for a third time to see if:

  • The misclick rate for cancelling a subscription decreases

  • The misclick rate for viewing yearly subscription total decreases

Should the design have move forward in the test and iterate processes, I could determine the overall impact: whether users could make informed budgeting decisons.

Important Lessons Learned

Beware of how test questions are phrased

Not all users may understand industry terminology (like streaming services) in the same way.

Pay attention to visual hierarchy

Moving the CTAs to the top of the subscription modal would likely decrease the misclick rate for their respective tasks.

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