Project Background
The emergence of Web3 and blockchain technology has introduced a new paradigm for managing and accounting for assets. Businesses and individuals now hold a variety of digital assets, including cryptocurrencies, NFTs, and other tokenized assets, which require specialized accounting solutions. This case study details the process of designing a Web3 digital asset accounting platform, focusing on the user-centered approach taken to create an intuitive and efficient solution.
Diverse Asset Types
Accounting for various asset types (cryptocurrencies, NFTs, DeFi tokens) with different characteristics and standards.
Blockchain Complexity
Difficulty in tracking transactions across multiple blockchains and wallets.
Regulatory Uncertainty
Evolving accounting standards and regulations for digital assets.
Lack of Integration
Difficulty integrating with existing financial systems.
Project Goal
Design a user-friendly Web3 digital asset accounting platform that enables web3 / defi companies and accountants to:
Accurately track and manage their digital asset portfolios.
Automate accounting processes for digital asset transactions.
Generate financial reports compliant with relevant standards.
Integrate with existing financial tools and workflows.
Role & Responsibilities
As the Lead Product Designer, I was responsible for the end-to-end design of the entire application.
Process
The design process involved the following key phases:
Discovery and Research:
Conducted user interviews with accountants, financial analysts, and crypto-savvy individuals to understand their workflows, pain points, and requirements for a digital asset accounting solution. - Researched existing accounting software and Web3 applications to identify best practices and potential design patterns. - Analyzed the competitive landscape to identify opportunities for differentiation.
Wireframing and Prototyping:
Created low-fidelity wireframes to explore different layout options and user interface elements. - Developed high-fidelity prototypes using tools like Figma to simulate the user experience and test interactions.
Information Architecture and User Flows:
Designed the information architecture of the platform, including the navigation structure, content hierarchy, and organization of features. - Developed user flows to illustrate the steps users take to accomplish specific tasks, such as connecting wallets, importing transactions, and generating reports.
UI Design:
Designed the visual interface of the platform, including the color palette, typography, and iconography, ensuring a clean, modern, and professional aesthetic. - Created a design system to ensure consistency and scalability across the platform.
Information Architecture and User Flows
Wire frames and clickable prototypes to define usability, design and accessibility. These wire frames also helped with internal and external user testing.
Wire frames
Wire frames and clickable prototypes to define usability, design and accessibility. These wire frames also helped with internal and external user testing.
Visual Design
Import & Classify Exchange and Wallet Transfers
Manage On-chain and Offline Wallets
Real-time Wallet Activity and Exchanges Data
Visual Design
Incoming and Outgoing Transactions
Imported Exchange Transactions
Movement Between Wallets
Visual Design
Balance Sheets
Individual Classified Accounts
Visual Design
Imported Transactions
Transaction Activity & Filters
Visual Design
API Subscriptions
API Subscriptions Billing
B3 Settings UI
Design System
Icons and Illustrations
B3 Design System and Components
Design System
Icons and Illustrations
Style Guides
