UI/UX CASE STUDY: Scale Factor

THE BEST PLACE FOR YOUR BUSINESS TO FIND AND WORK WITH FINANCIAL EXPERTS.

Financial services have entered a new era

 
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DEFINE

COMMON FINANCIAL DECISIONS

To any business owner common financial questions plague your though process. Things like, do I need to pay sales tax? How much money do I need to run payroll? What is my burn rate? 

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The problem

Find

“I don’t know where to start… Do I need an accountant or CPA for this?”
  • The customer doesn't know how to identify the proper type of professional needed to answer their questions.

Match

“I don’t know how to evaluate who’s good at what they do and if they’re a good fit for my business.”
  • once they have identified the right type of professional, they don't know how to vet that professional

Care

“I’ve never had a good handle on my financials. My accounting firm doesn’t proactively tell me anything insightful and I don’t feel they care that much about my business. ”
  • Once working with the professional they often don't feel taken care of.
 

THE SOLUTION

MEET SCALEFACTOR: THE BEST PLACE TO FIND AND WORK WITH CAREFULLY VETTED FINANCIAL EXPERTS LIKE KATIE

There are 5.4M accounting and finance professionals just like Katie, and a 160B dollar financial services market that is growing at a rate of a half a million new companies needing financial help each month.  There is a 16.9% projected growth in the cloud applications market by 2019. Several of the competitors only solve a single pain point for their customers, or they focus on automation of a single process in the accounting cycle. None of them truly provide a a platform that blends automated solutions with real human accountants to solve the entire need of the customer. 

 
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Personas

 
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STYLE

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IDEATION

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EXECUTION/DESIGN SOLUTION

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