Sub-du

Simplifying subscription management

Overview

Sub-du began as an assignment from a fictional “client”, and I was tasked with helping the company further develop a product in progress.

The client company is developing a desktop app that helps users keep track of their paid subscription services. They plan to expand their market reach, and needed a mobile adaptation of their desktop product for Android. They also wanted guidance with branding and asked for a style guide.

The client provided a few key wireframes of the desktop product they are currently working on, and their corporate values and target demographic to inform my decision making. The budget allocated to mobile design afforded me 90 working hours to deliver a high fidelity prototype.

  • Role: UX Designer (solo)
  • Responsibilities:
  • Research
  • Lofi + Hifi prototyping
  • User testing
  • Tools:
  • Sketch
  • Marvel
  • Invision + InvisionStudio

Role: UX Designer (solo)

Timeline: 90 hours

Deliverables:

Secondary research

Lo-fi + Hi-fi prototyping

Style guide

User testing

Tools:

Sketch

Marvel

Approach

Given the 90-hour timeframe of the project, I had to devise a plan that would best meet the project goals. I made a project plan to allocate my budgeted time:

Discovery

Research plan

4 hrs

2º research

4 hrs

Survey

8 hrs

Affinity map

4 hrs

Limited time and the availability of existing solutions and their respective user reviews made these the most effective options

Design (Lo-fi)

User flows

4 hrs

Wireframes

8 hrs

Lo-fi prototype

2 hrs

Specified flows are for returning users only. Opting for only wireframes for lo-fi designs.

Validate (Lo-fi)

Write test script

1 hr

Lo-fi user testing

8 hrs

Report

4 hrs

Will use Marvel to assemble prototype for remote testing with 3-4 participants.

Design (Hi-fi)

Hi-fi screens

15 hrs

Hi-fi prototype

1 hr

Treat screens in Sketch for hi-fi mockups using UI kit.

Validate (Hi-fi)

Write test script

1 hr

Hi-fi user testing

10 hrs

Report

2 hrs

Remote testing with 3-4 new participants.

Iterate

Re-design screens

4 hrs

Use feedback from testing to update designs as needed.

Though it was a challenge to adhere to this timeline and project constraints, I was able to hand over the deliverables on time.

Research

I needed more context before I began designing, and wanted to do some research to get a better understanding of people’s subscription management habits and smartphone use. To optimize the limited time available to me, I decided to send out a survey to quickly gather information and conduct secondary research via literature review.

Secondary Research

There are a number of existing solutions that address this issue, so I decided to read user reviews online to determine which features users found beneficial and what pitfalls to avoid in my own designs.

I found that following functionalities were consistently valued (in order of priority):

I also found that there was a tradeoff between security and convenience with managing one’s subscription catalog. Some preferred the ease of linking a bank account to automatically detect subscription services and manage them within the app. More security-conscious users were willing to forgo auto-detection and opted for manual entry of their subscriptions.

Survey

Due to the limited timeline, I sent out a five-question survey to people within my personal network to quickly gather information. Most were smartphone-savvy millennials, which matched the company’s target demographic.

Some primary takeaways from the responses:

Pie chart from screener survey responses: "How often do you use your smartphone in the songwriting process? 53.6% use it more than 60% of the time.

Insight: most participants do not actually use 100% of their paid subscription services.

"On a scale from 1 to 5, how satisfied are you with your songwriting workflow?" 78.6% are not completely satisfied.

Insight: most respondents enable auto-renew for subscription payment—automatic, "unconscious" monthly deductions.

"On a scale from 1 to 5, how satisfied are you with your songwriting workflow?" 78.6% are not completely satisfied.

Insight: the vast majority do not monitor their subscriptions at all—they cited (unreliable) memory, bank statements, and occasionally mobile notifications as their only methods of management

These findings illustrate that people are unwittingly wasteful in their subscription usage habits, and provided insight into what people's current habits and pain points were. The results strongly suggest that there is an unmet need for a centralized management tool, especially for mobile.

Design

User Flows & IA

The client provided the following user stories and product requirements, so I was able to jump right into putting together user flows to map out the basic app navigation:

As a returning user, I want to...

see all of my subscriptions in one place so that I can get a comprehensive view of my spending

unsubscribe from a service so that I can reduce needless spending

be notified if any of my subscriptions are about to be auto-renewed so that I can decide whether I want to continue the service

Here are the resulting user flows for:

  • Adding a subscription
  • Cancelling a subscription
  • Viewing upcoming payments in calendar form
  • Viewing an expense breakdown diagram
  • Changing the currency unit

Now it was time to begin designing at low fidelity.

Wireframes

In the interest of time, I decided to begin with wireframes because this project did not involve a ton of ideation—the client provided the user stories and a few key wireframes for their desktop product as a reference.

Here are a handful of wireframes I came up with:

Creating these low fidelity mockups took longer than I anticipated, as this was my first time designing for Android. As an iOS user, I had to spend a good amount of time combing through the Material Design guidelines to study and familiarize myself with the components and navigation conventions.

Validation (Low Fidelity)

Now it was time to evaluate my wireframes in action. I set up an interactive prototype in Marvel and recruited three participants to conduct remote usability testing. While I would normally recruit around five participants, I chose to opt for a “leaner” round of testing with three participants in the interest of time.

In this round of testing, users were asked to complete the following tasks:

  • Log in
  • Cancel a service
  • View their catalog of subscriptions
  • Add a new subscription
  • View their upcoming payments in calendar form
  • View a breakdown of their expenses

The app experience and task completion was pretty intuitive to all participants. The most valuable findings and feedback are as follows:

  • The title “Stats” for the tab on the Subscriptions page was a bit vague
  • Action to add a new service wasn't very prominent
  • Page titles at the top may be redundant with labels already present in the bottom navigation
  • One participant (iOS user) hesitated slightly with adding a new subscription to the catalog
    • This may have been due to a difference in mental model and unfamiliarity with Android conventions

Style Guide

Equipped with the feedback from the first round of testing, I was ready to dive into the high fidelity design phase.

As I was developing my wireframes, I began to put together a style guide in tandem. This style guide ended up evolving significantly while working on my high fidelity screens and studying the visual “best practices” and trends for Android interfaces.

For instance, I ended up revamping my, initially more *subdued* (ha) brand colors to align with the more bold, striking color schemes of the Material Design system colors and other popular Android applications.

Initial Color palette

My first palette featured more subdued, pastel colors.

Revised Color Palette

After learning more about Android best practices, I swapped out the pastel shades for more vivid ones.

The client presented “trustworthy” and “friendly” as a few of their company values, and wanted their product to have a more casual feel, while still maintaining a reputable image.

Inspired by Headspace’s UI, I chose Apercu as Sub-du’s font family and opted for a purple (close to the Material Design purple) as the primary brand color to convey a sense of reliability and honesty.

High Fidelity

I implemented the feedback from my first round of usability testing, and treated my low fidelity screens to create high fidelity mockups.

Here are a few:

Based on my testing feedback, there weren’t many modifications to make. The main changes I made from the wireframes were:

Validation (High Fidelity)

Now I needed to evaluate my high fidelity designs in action. I wired up another prototype in Marvel and recruited three new participants.

Check out the final prototype:

The structure of this round of testing was very similar to that of Phase 1 testing. I added a few additional hypothetical ("where would you go to do X?") tasks to the test script:

After making the above modifications to address the issues from low fidelity testing, there were no notable usability issues with the high fidelity designs.

Reflections

This was the first experience I had working with a “client” and developing a project plan accounting for budget constraints. It was a bit intimidating to start from scratch and make decisions about how to allocate resources. Once I had an outline in place, the project became much more approachable.

Now that I’d had a few projects under my belt, there wasn’t as much of a learning curve to overcome in carrying out the work. I would say the two biggest challenges with this project were:

Structuring a project plan without any guidance, especially with a limited amount of time

Studying and familiarizing myself with the Material Design guidelines and Android design