Portfolio Made by Zongming Wei
Ciao! I’m Zongming Wei User Experience Designer | Product Designer | Shanghai
Questions Here are some questions may let you know me more deeply.
What type of designer Zongming is?
What are Zongming passionate about?
I own senior user experience and user interface designer with 3+ years‘
Passionates about challenge, creativity, observation, human behavior, user empathy, re-framing problems with different angles
experience in dealing with complex problems, making balance in
andendeavor to develop innovative units concentrating on usability,connecting the real world with virtual world.
form follows function, combining technology with design power.
Loves creating at mission-driven companies.
Currently I am working as an user experience designer in a SaaS company to help other companies to reduce costs and increase efficiency, and achieve a win-win situation.
Let’ work together
Dream Big And Down To Earth.
weizong.ming@163.com
Think Deep. Jump First And Fear Later.
13816838469
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P 1 RO J E CT
Cloudpense Cloudpense is a multi-platform mobile and web application providing company solutions of making reimbursement and financial accounting, devoted to reduce costs and increase efficiency . Flexible,simple and logical Product Design / Decision Making Aug 2015 till now
Project Background In 2016, the Chinese T&E market alone exceeded 2 trillion RMB -GBTA. China now has more than 500,000 large enterprises, 1.2 million medium-sized enterprises, 2 million small enterprises and over 12 million small and micro enterprises. Enterprise cloud services will maintain a compound rate of over 30% in the next few years, with SAAS accounting for more than 60%. The market of reimbursement for the cost of control as the core, to corporate financial management, consumer business for the extension is more than one trillion. Cloudpense is devoted to optimize user experience of reimbursement and controlling costs in the company ,and make the whole process from business expense to the financial reporting easier and faster.
Design Challenge I think the most challenging and principal problem is to deal with the contradiction. From a high-level: homogeneous competition/ swinging in simplicity and complexity/ irreplaceable features From a micro-level: complex workflows and feature-oriented interfaces/ awful clarity of UI hierarchy
Welcome to the SaaS world
Process Phase 1: Research&Concept
Phase 2: Design tasks
Conduct user interviews Create use flows Create user scenarios Define problems and guiding principles
Phase 3: Production
Analyze other products and get inspiration Early wireframes or sketches Formative usability test, Iteration or evaluation system
Interface Design
Phase 1: Research&Concept - identifying users’ pain points The troubles at reimbursement?? 1.What is your position in your company? General staff Company manager Finance staff Secretary 2.During reimbursement process,what do you need to do? Submit forms online Apply for advanced money Book tickets Book hotels Collect invoices Recall memories of business trip Waiting for approval Others___________________________________ 3.Is there any troubles in submitting forms? Too much consumption need to add Too many rules, feel confused Why is my forms always rejectectd?
Research questions: We conducted user interviews and make some online questionnaires with some of our clients, we tried to understand where they were struggling the most and what is their inner need.
Selected User Scenariosďźš Employee
Employer
Accountant
Scenarios: Oh! My boss arrange me to fly to Beijing to visit my clients tomorow. A month later, I will fly to Shenzhen.Now, it is so urgent! I have no time to submit applications.
Scenarios: So many applications need approval.And I need more information.
Scenarios: Everyday deal with so many forms which is likeable, it is fucking boring and exhausted.
To do: Book tickets and hotels immediately Record every expenses by mobile Take photo of invoices by mobile Scan E-invoice, and store in mobile Submit reimbursement applications by mobile or web Paste invoices Wait for remittance of reimbursement
To do: Approve all kinds of applications Set agent to approve applications Make rules and regulations See the department data to make decisionst
To do: Audit expenses Review reimbursement details Generate financial documents Find application details needed Reconcile multi-stakeholder demands to account Paste invoices
Concerns: Book tickets and hotels is not easy Forget about the business trip agenda Filling forms is annoyed
Concerns: Approve so many applications inefficiently Datas are not needed data Seeing forms is annoyed
Concerns: So much repetitive work So many applications which is not under company’s policies to deal with
Our Vision Create a cost control platform get through the process from business travel to the financial reporting
Business-based cost data analysis
Reduce Costs
Centralized purchasing bargaining power Healthier cash flow
Handles applications by mobile
Improve Efficiency
Import data automatically Financial automation
Business expenses policy implementation
Enhance Validation
Compliance Risk Warning Unchangeable E-invoice data
User flow mapďźš Before Business Trip
On Business Trip
Submit travel applications spontaneously or from company's arrangement
After Business Trip
Make reimbursement application Record every business expenses
Approve the application
Decline the application
Booking hotels or tickets
Approve the application
Decline the application
Audit the application
Pay the expenses
Bookkeeping
Details
Details
Employee: Edit business trip plan \ Make budget Employer: Know the purpose of business plan
Employee: Record every expenses
Details
Our solutions
Our solutions
Submit from our app anytime, anywhere Control costs under company‘s policy Flexible and configurable approval workflow
E-invoice automatically synchronized Record expense details before reimbursement
Employee: Print the applications which are approved Employer: Know the budget associated to decide whether to approve Accountant: Audit every application carefully
Problems
Problems
Managers want to know more information about the business trips to make decisions
Sometimes, the invoice information is wrong and messy
Our solutions Customize company form Prompt validation when needed Voucher generated in batches
Product Experience Tour Define small tasksďźš After discussions and previous research, we split some problems to small tasks, and make priority: >Make the experience of registration more engaged >Clear the hierarchy of forms >Optimize and simplify the data visualization >Attachment is important for accountant auditing, make it more obvious > Trip calendar >New dashboard > ...... Better to have
Trip calendar Data visualization
Individual
New dashboard
General
Attachment state
Clear the hierarchy of form Registration
User need
Guiding principles Create information hierarchy
Flexible Provide appropriate context
Easy to search
Clear Efficiency
Design intuitive navigation
Clear
Prioritize by most common use cases
Be understandable instantly
make it easy to fill forms
Make UI components
Get validation when you need
Efficiency Design engaging UX
Rules and workflows configuration
Flexible
Divided features into atoms
Notification when you need
Easy to read valid information
Phase 2: Design Task 1 :Redesign the experience of registration The client research shows that many people think our registration form has too much to fill in, and they feel annoyed. In order to improve the registration experience, firstly I analyze someproducts:
Analyze other products and get inspirations
Flow charts
Marvel
Dribbble
Figma
Tableau
Cloudpense
Design tool
Social,information
Design tool
Data tool
Corporate tool
Sign up
Sign up
Sign in
Sign up
Sign up
Sign up
Fill the form
Sign up with Third-party platform
Sign up
Fill the form by two step
Fill the form
Fill the form
Choose purchase plan
Newer guide
Verify email address
Apply for training
Fill the form
Use the product
Newer guide
Use the product
Welcome Set up basic information Newer guide Use the product
Sign up with email Fill the form
Use the product
Edit your profile Welcome message and newer guide Use the product
Verify email address
Hierarchy
Content
Insights
Both
Both
Both
Verify
Both
Sign up > Sign in
Sign up = Sign in
Sign up > Sign in
Sign up > Sign in
Sign up > Sign in
Email/password Name/work
Last name/first name/email/ confirm email/organization/ department/job role/country/ province/cellphone/download permission
Email/cellphone/company name/password/terms
Name/email/password job role/terms
Name/username/email password /terms
Teamname/username/ billing email
If you choose plans,after registration success, there is no obvious hint to remind you to verify your email before you purchase members.
The form will remember your last input to improve efficiency. But is it needed?
Wireframes
Sign up forms-1
Sign up forms-2
I divided the information needed to collect into two parts. The ďŹ rst is sth basic of the user.And in order to reduce registration steps, I discussed with PM about wheter to delete the conďŹ rm password step.
In order to let user still know the content of the input form, the content will move as user writing sth in the input form. When the user begins to enter a password, the system prompts for the security will appear in the right.
Sign up forms-3 The second part is about the working positon and company. I collect these information for the purpose of giving sales more information to track.And System can lately generate corresponding template for user to play with.
Test and Evolution Checklist: Is the registration fast and the value orientation is strong? When acquiring sensitive information from users, is the value orientation clear? Can users use the app as a visitor? If you must log in to use, whether to provide demo? Whether to provide a variety of login? (Such as account password, social login, fingerprint, etc.) If asked to get the phone-related permissions, whether to provide a clear reason?
Enter product Success! Generate corresponding template and tell some features in the advance.The newer guide is always ignored.So I think maybe let users play with the product by theirselves.And the template will include some examples for users to learn from.
Phase 2: Design Task 2 : Clear the hierarchy of forms & Task 3 : New dashboard In order to optimize our products with limited resources at this stage, we ďŹ rst set our own metrics:
User-friendly
User
PD
Implement cost
30%
low implement cost
20%
Clear expression
40%
Multiple scenes reuse
10%
Test and Iteration
Molecule 1 70%
Molecule 1 66.7%
Molecule 1 40%
Molecule 2 33.3%
Molecule 2 20% Molecule 3 0-10% Molecule 4 30%
Molecule 2 30%
Molecule 1 40% Molecule 2 10% Molecule 3 0-20% Molecule 4 30%
User-friendly
User-friendly
User-friendly
User-friendly
low implement cost
low implement cost
low implement cost
low implement cost
Clear expression
Clear expression
Clear expression
Clear expression
Multiple scenes reuse
Multiple scenes reuse
Multiple scenes reuse
Multiple scenes reuse
Test and Iteration The most effective dashboards target a single type of user and just display data specific to that ‘use case’. Our target is to design different molecules as many as we can to fit different information, and let user to choose which to show up in the dashboard.
爱丽丝
Every molecule contains the same style of information. User-friendly low implement cost Clear expression Multiple scenes reuse
User-friendly
User-friendly
low implement cost
low implement cost
Clear expression
Clear expression
Multiple scenes reuse
Multiple scenes reuse
Phase 3: Production
Phase 3: Production 返回
Things I learned The biggest thing l learned from it, I think is: ike any other creative type of work, design is subject to time and investment constraints. One of the most important professional qualities of designers is to be able to judge that within a limited time and investment, the "completion" of this design is good enough to enter the market. This level of completion can be defined by the needs of the target user, the company's strategic direction, or more.
About Product Thinking: When thinking of User Experience, we often think of a simple, efficient, and easy to use feature-set of a product, that makes the user’s life easier. While thinking in products means thinking in specific user’s problems, in jobs to be done,
UX Design
Product Management
in goals, and in revenues. The core user experience is not a set of features; in fact, it is the job users hire the product for. There is a one-way interrelationship between feature and product: Features don’t work without the product. This is why we should think in products first. Thinking in products makes sure designers build the right features for the right people and tackle real problems people
Product thinking
have. It empowers to make the right decisions and is the foundation of building successful products users want. Product Thinking establishes a fruitful relationship between Product Management and UX Design.
P 2 RO J E CT
Gift4U Gift4U is to help people to present and to get desirable gifts, and have fun with gift picking,delivering to other people’s hands. Fun, Choose, Communicate Design Research / Concept development / Interface design
Project Brief Nowadays, the young people would like to send gifts to each other to express love and obtain happiness from gifts. Gifts have become an integral part of our lives. With the background of consumption escalated, people’s desire has become diversed and they are hard to find the Mr. Right gift. I want to create joyful experience to choose gifts,send gifts and connect with your friends more tightly.
Target audience The prompt for this project is based around digital gift solutions. As I explored these different deďŹ nitions of gifts, we also looked at sociodemographic trends of present-day Millennials. We found that part of young adults - Millennials - are continuing the micro trend of pursuing unique beauty. Beauty is value.Finding unique beauty is not easy.The demand of diverse beauty is becoming richer and richer.And I pick a part of audience from 24-36 to meet their need of pursuing beauty, happiness and living better.
Persona
Persona name: Kate
Audience segment:
Who am I ?
My interests
My personality
My skills
My social environment
I am a 26 year old wo-man with a promising job. I postgraduated from Tongji University. Now living single in Shanghai with a cat. Spending power is down the first-class over the medium.
Like collecting nice products in spare time both on mobile devices or web.
“Sang”but still live a life with passion
Strong execution
Big family
Work efficiently
Co-workers
Nice and minority taste
University Senior and junior classmates
Who am I ? I am a 22 year old man with a sales job. I graduated from Shanghai University. Always trip on business. Have a girlfriend. Spending power is down the medium over the bottom.
Pseudo outgoing like thinking alone Cool:Red and black
Output the unique aesthetic taste
My interests
My personality
My skills
My social environment
Like surprising girlfriend with gifts.
Optimism
Strong execution
Small Family
Enterprising
Work efficiently
Co-workers
Helpful
Not so good taste
Customers from corporates
Self-determined
Good at collect product information
University Senior and junior classmates
Friends met in other channel like hackthon or workshops
1990 Scorpio
Persona name: Kay
Audience segment: 1995 Capricornus
Willing to receive challenges Willing to receive suggestions Contrast：Blue and red
User cases Scenario 1 When Kate went on a travel to Japan,she saw some interesting products.And she immediately posted on weixin to discuss with her good friends.And finally,she decided to buy it for presents of friends. When she came back, she brought it to her friends on a scheduled meet. Offline
Went on a trip
Visit the shop
Share with friends by mobile social App
Discuss
Buy
See sth interesting
Give gifts to the friend
Arrange a meet
Get feedbacks
Scenario 2 Kate always like collect nice and unique products online.These products are not popular and familiar.And she likes to share with friends, gives suggestions to her friends. Once, her friend revealed to like a product she shared with her.Finally,she decided to buy it for her,and planed to send her on her birthday.
Collect information on internet
Recommend to friends
Friends revealed to like
Buy
Share with friends by mobile social App
Select
Give gifts to the friend
Birthday In peacetime
Online
Get feedbacks
Scenario 3 Kay has long for buying gifts for his girlfriend, but he do not know what to buy.So he listened from friends, co-workers or browse taobao, and researched information about products from zhihu, weChat official accounts and so on. Finally he decided to buy a necklace, and send to her office secretly to surprise her. Online
Scenario 4
Decided to buy a gift for girlfriend
Kay has gone on a business trip for nearly two months.He has been not seen her girlfriend for a long time.Some day,he was moved by some words of her girlfriend. And he decided to buy something to make her happy.He recalled the memory of his last boss bought herself flowers in a weChat official account.And he chose a flower to deliver to her office.
Seek suggestions and information
Determine the gift
Send the gift secretly
Get feedbacks
Online
Emotion touched
Buy
Surprise her
Decided to buy a gift for girlfriend
Select
Get feedbacks
Recall the memory
The Customer Insights We analyzed target audience and listen to their scenarios to drive our planning phase. These are the key insights that defined the launch version of the product:
Different scenes different recommendations
Create boutique shop experience
Target audience expect gift4u to know them and serve personalised gift recommendations by different purposes.
The target audience like to shop in boutique shop.And they expect gift4u to provide.
Give me enough choices
Spread the emotion to your friends
Nowadays the similar choices are too many, and target audience is always lost in there and hard to choose.
Gift4u can provide customized gift wrap to make unique for your friends and reflect their own heart.
Seek for suggestions
Do not know what to buy
Set the evaluation system for target audience to discuss and share informations.And provide or connect high quality articles for reference.
Many customers do not really know about the things they love. Gift4u should output our own aesthetic taste.
App personality
Think different
Content first
Cool and fun
Connect mutually
Do straightfoward
Browse structure Gift4U
Registration
Discovery
Shopping bag
Wishlists
Me
Sign up
Search
Filter
Total amount
Personal information
Group purchase
Product listing page
Product brief
My orders
Account information
New arrivals
Pictures
Stock reminder
Packaging service
Messages
Verify phone number
Recommend a product
SpeciďŹ cations selection
Similar recommendation
Proceed to checkout
My coupons
Create a account
A few favourites
Add to cart
Settings
Sign in
Sales follection
Product description
My interests
Random collection
Details & materials
Location service
Holiday selection
Care & notes
Support
Participate in topics
Shipping & returns
About Gift4U
Privacy policy
Maker stories
Terms & conditions
FAQ & guides
Discuss & comment
Contact us
Evaluation from other websites
Single product
Search
Personal information
Allow notiďŹ cation
Final concept
Cool
G
Deconstruction Two-dimensional
Delegence Simple
Reorganization
A gift Three-dimensional Other inspirations
Optical illusion
Discovery Concept In order to help you discover products that inspire and inform, now easier than ever before, some concepts is inspired by personas and user cases:
A huge part ahead to tell people the best gifts editor selected for customers every week, and usually three products. Attract users' attention and increase user stickiness. People who do not want to choose, just show me the best!
Display more products in different ways. Give users more options and suggestions to choose their gifts. People who just want to browse and do not have clear objectives.
Products ahead are grouped into lists based on different topic or themes.
Products are grouped into items based on different sorts or kinds.Users can customize the kinds or add filter. People who have specific needs.
DISCOVERY Discover the things you want.
FOR SUGGESTIONS Share insights of products with people all around the world
GET WHAT YOU WANT Browse gifts recommended by us from the information we collect from you
SEARCH OR FILTER
PACKAGING SERVICE
RANDOM COLLECTION
Customized service to let you deliver your emotion from the gift.
Choose your gift in surprises
ABOUT ME View your own dynamics and data anytime, anywhere
Photograph & Sketch
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Statistics about my portfolio
12x34x5+67-89=2018 The end is also a beginning.
weizong.ming@163.com 13816838469
Thanks.