Centro's Collaborative Finance | Springboard | UI/UX Design Project
Preferred learners
- Anywhere
- Academic experience
Categories
Skills
Project scope
- What is the main goal for this project?
-
What is the problem your company is trying to solve by having this work done? What are your criteria for success?
Our Company Centro, is helping manage & centralize personal finance planning that typically is done with a personal finance advisor. We allow users to build a personal finance plan without spending thousands of dollars and sharing personal life plans with others.
In this project, we aim to solve the problem around Collaborating in real time over personal finance planning over the web. We take a visual approach to personal financial planning and leverage many real-time collaboration design principles from Figma itself.
Our ideal goal would be that we end up with a strong foundation for personal finance collaboration on top of an existing networth / cashflow graph as seen on our website forecasting.getcentro.com (Beta)
- What tasks will learners need to complete to achieve the project goal?
-
Timeline: 4 Weeks
Milestone #1
- Read Onboarding & Familiarize with Existing Figma Files
- Understand the Core Problem in detail / review existing research & Specs
- Familiarize yourself with the existing product to understand the requirements and design work.
Milestone #2
- Rough Version of Collaborative Graphs UI/UX
Milestone #3
- Mid-Fidelity Version of Collaborative Graphs UI/UX
Milestone #4
- High-Fidelity with Brand Colors Version of Collaborative Graphs UI/UX
- Developer Hand off all deliverables and findings in a package that allows for your work to be easily understood and incorporated into future projects. Developers will be coding the project from this point forward.
Note: No Prototypes are needed, we use Side by Side Screen Workflows for ease of developer handoff.
- What is the main goal for this project?
-
What is the problem your company is trying to solve by having this work done? What are your criteria for success?
Our Company Centro, is helping manage & centralize personal finance planning that typically is done with a personal finance advisor. We allow users to build a personal finance plan without spending thousands of dollars and sharing personal life plans with others.
In this project, we aim to solve the problem around Collaborating in real time over personal finance planning over the web. We take a visual approach to personal financial planning and leverage many real-time collaboration design principles from Figma itself.
Our ideal goal would be that we end up with a strong foundation for personal finance collaboration on top of an existing networth / cashflow graph as seen on our website forecasting.getcentro.com (Beta)
- What tasks will learners need to complete to achieve the project goal?
-
Timeline: 4 Weeks
Milestone #1
- Read Onboarding & Familiarize with Existing Figma Files
- Understand the Core Problem in detail / review existing research & Specs
- Familiarize yourself with the existing product to understand the requirements and design work.
Milestone #2
- Rough Version of Collaborative Graphs UI/UX
Milestone #3
- Mid-Fidelity Version of Collaborative Graphs UI/UX
Milestone #4
- High-Fidelity with Brand Colors Version of Collaborative Graphs UI/UX
- Developer Hand off all deliverables and findings in a package that allows for your work to be easily understood and incorporated into future projects. Developers will be coding the project from this point forward.
Note: No Prototypes are needed, we use Side by Side Screen Workflows for ease of developer handoff.
About the company
- https://financesavi.com
- 11 - 50 employees
- Banking & finance, Technology, Education
Track & Optimize all your finances and automate planning through forecasting for the future for significant purchases such as your dream home, car or vacation.
Savi Finance is a Personal Finance Planning SaaS Web Application with a companion Mobile App that helps people build life plans without the need for a financial advisor by democratizing advanced financial concepts in a visually appealing way all while maintaining plan privacy.
Now with Social Insights & Guilt-Free Spend Limits!
With built-in collaboration with friends and family, AI algorithms to generate life plans in a few seconds, broader picture planning to help plan for the long term, and real-time insights from the economy and users in similar demographics, we feel that Savi Finance is the best way to plan and take control of your financial life.