CASE STUDY

Unlocking Opportunity for Cannabis Financial Services

Timeline: 6 weeks

Problem Statement:

An industry disruptive cannabis company that provides fair access to capital to diverse borrowers in the cannabis industry needed a digital wallet platform to help companies move from using risky and/or costly alternatives.

The Results

  • Requirements Gathering

  • Screen Mockups

  • User Journey Maps

Team Structure:

  • Sole designer working with client CEO and senior leadership along with a developer and project manager. ‘

Challenges

  • This is a first in industry platform - doing due diligence in research was key

  • As a startup this project was on a budget and time was limited

Key Goals

  • Develop the foundational materials for a development team to build

    • Requirements

    • Screens

    • Design System Components

    • User Journeys

The Process

Design Workshops (on repeat)

My primary role within this project was to define requirements (and quickly). The client had an internal UI team but needed support on UX and defining all of the problems to be solved. Through daily workshops that defined the who, what where, when and how we were able to pinpoint the project roadmap priorities. After each workshop I’d work to compile all of our findings into a deliverable which we could use a a jumping off point for the next workshop. In practice the sequencing of this looking like workshop, ecosystem map, information architecture, user journey map, screen mockups and prototypes.

Research, Research, Research

Because this was a super tight timeline I put a lot of effort into confirming we had exactly what we needed and there were no blind spots. I conducted interviews with their employees, read white papers on cannabis finance both at the national and state level, and researched the 3rd party businesses we would be working with to support the platform. By the end of my time on the projects their UI designer had all of the requirements they needed to design screens, iterate and test with users. Additionally the developers understood the system they were working within. The product went live and is officially the first in industry to offer a cannabis business digital wallet.

Tools Used:

  • Figma

  • Miro