Ideation of a contact page
Goal and Challenge
The Problem Statement
The intention of this feature is to make it easy for landlords to pay their vendors and for vendors to collect these payments using the Zibo platform.
What was the challenge?
On the landlord side, the biggest hurdle we had to overcome was to create a design that was simple enough for users to understand the difference between sending money to another account, merchant, and vendor.
On the vendor side, we realised that vendors do not want to create a new Zibo account for payment collection. To overcome this, we made a guest checkout process. The vendor would receive an invite from the landlord by text or email. The vendor would have to enter a verification code which had been sent to collect their payment.
Duration: 2-week sprint
These are three key steps that enable a landlord to pay their vendors
The first screen was one of the many ideas on where this feature will live on the Zibo platform.
The second screen explores an idea where previewing an invite to the vendor and generating an invoice are merged into a single step. Later iterations allow the landlord to choose a bank account for that transaction and assign it to a property and expense category.
The third screen allows the vendor to view all pending payments and get a quick summary on each.
Why is this important?
Landlords would like to track all vendor payments and organise these transactions across their properties.
Landlords would like all transactions in one place rather than import information from various payment methods
Consolidated invoices help landlords prepare their tax documents. This will help them maximize any tax deductions from their properties
Vendors would like to be paid faster. Especially when they hire sub-contractors and need to pay them immediately.
Vendors are currently receiving payments through multiple payment apps, cash, and checks. Consolidating their payments will help them organise their transactions
Vendors want to organise their invoices so that they do not miss any payments.
These are the final versions of the three key steps that enable a landlord to pay a vendor
The first screen shows that this feature lives under the 'Send Money' button. This will allow the VendorPay function to be scalable by including the option to send payments to merchants (paying bills) or transferring money from one bank account to another.
The second screen shows how this feature allows for multiple payment methods and provides an easy way for landlords to categorise and manage their transactions
The third screen is on the vendor experience side. It only shows one payment, unlike the previous version. Since the vendor is signing in as a guest, the current back end functionality only allows for one payment to be viewed at a time.
Designing from feedback
Landlords would like to know what the vendor experience would be like before making their vendors use it.
After sending a payment to a vendor, the landlord is presented with a success screen that clearly states the next steps for both the landlord and the vendor. Understanding the process builds more trust when using this feature.
Will the process of paying a vendor be more seamless, the more times it is used?
Contact information will be saved once a vendor is paid. The landlord has the ability to add more recipients if necessary. In this MVP version of VendorPay, having a contact page was out of scope.
Some vendors insist on landlords paying by check or cash.
In the vendor experience, the vendor will receive the option to get paid via check or by an ACH transfer.
This project was challenging since the turnover time was very quick. We had 2 weeks to design a brand new feature from start to finish. Due to the time constraint, we had to create an MVP version and sacrifice some features. We were able to show our prototype to landlords for feedback but did not have time to show it to vendors (however, we were able to speak to them during the discovery phase).
Things I would improve on
Contact page- Allows landlords to manage their contacts and create favourite contacts
Request money- Allows both landlords and vendors to send an invoice to each other
Improve visuals of success screens
Allow edits to the transactions before they are collected.