CLEARCO CASE STUDY
This is an ongoing project at Clearco to improve our founder dashboard.
This case study is still a work in progress. Please check back soon for updates. In the meantime, feel free to reach out with any specific questions.
Lead Designer (Research, UX, UI)
Product Designer, Umar Bacchus
Nan Jiang, Product Manager
Customer interviews revealed a number of glaring user pain points. We also partnered with our Customer Success Team to further understand and prioritize pain points based on their prevalence. As a result, we prioritized two key user tasks:
The client spend page was our first priority. We knew from past research that founders who spent their capital within their first month of funding had a 75% increase in customer retention (coming back for another round of funding).
Customers had trouble comprehending the various numbers reported on the advance page. The goal was to make the information on the screen as intuitive as possible and provide education when needed.
The advance page conveys a tonne of information. Displaying it all at once to our users led to a lot of confusion. A bit of clean-up of unnecessary information in the UI helped to improve user comprehension.
© 2022 Julian Liao