In this project, my approach to gathering valuable information for UI/UX design would involve engaging with key stakeholders who can provide insights into the problem at hand. By collaborating with individuals such as the Product Owner/Manager, UX Researcher, customers, and sales or customer success representatives, I can tap into their direct interactions with users and access the most pertinent information for my design process.

To kickstart the information gathering process, I would consult the Product Owner/Manager to gain insights into usage patterns of the product and identify any areas where the Nets invoicing platform might fall short in delivering the desired value. This would help me understand the current state of the platform and identify opportunities for improvement.

Furthermore, I would seek input from the sales or customer success representatives to understand how customers are utilizing the application/platform and what their ultimate goals are. By understanding the customers’ motivations and expectations, I can align my design decisions with their needs. Additionally, I would explore the benefits customers derive from using different products offered by Finance Company, such as the AMCPS, Mastercard payment, Visa payment, other cards, and assess the impact on their business. This information would enable me to tailor the design to enhance their experience and achieve their specific goals.

I would also explore industry-specific usage patterns and determine if personalized experiences are provided based on the industry. By understanding the varying needs and preferences across different industries, I can design interfaces that cater to specific user requirements and provide maximum value.

As part of the information gathering process, I would evaluate the effectiveness of existing dashboards and determine their alignment with the customers’ end goals. I would seek to uncover whether the purpose of the platform is to increase sales or serve other objectives, allowing me to design interfaces that effectively support these goals.

Once I have gathered the necessary data, I would initiate a workshop with the team, including engineers, the Product Owner/Manager, and other relevant stakeholders. During this workshop, I would leverage techniques such as Opportunity Mapping to stimulate creative thinking and generate innovative ideas for improving the user experience. By involving the team in this collaborative session, we can explore cost-efficient ways to enhance the platform while considering technical feasibility.

After consolidating the insights from the workshop, I would seek to engage with a customer to present and validate the different design ideas. This customer-centric approach ensures that the proposed solutions resonate with the end users and address their pain points effectively.