Refiner • 2024

Refiner • 2024

Empowering users to track and manage subscriptions

Empowering users to track and manage subscriptions

Empowering users to track and manage subscriptions

OVERVIEW

OVERVIEW

As subscription services continue to rise in popularity, managing multiple subscription services can be overwhelming without clear insight. With that being said, Refiner offers insights into usage rates and sends timely reminders about upcoming charges. This easy process not only makes managing subscriptions simpler but also helps users save money.

As subscription services continue to rise in popularity, managing multiple subscription services can be overwhelming without clear insight. With that being said, Refiner offers insights into usage rates and sends timely reminders about upcoming charges. This easy process not only makes managing subscriptions simpler but also helps users save money.

ROLE

ROLE

Sole Designer

Sole Designer

SKILLS

SKILLS

UX Research

UX Research

UI Design

UI Design

TIMELINE

TIMELINE

2 months (2024)

2 months (2024)

TOOLS

TOOLS

Figma

Figma

PROBLEM

PROBLEM

Users lose track of their subscriptions- which can lead to unnecessary expenses 

Users lose track of their subscriptions- which can lead to unnecessary expenses 

Users lose track of their subscriptions- which can lead to unnecessary expenses 

On average, Americans spend about $300 a month on subscriptions. With so many to keep track of, it's common for people to forget or not use them enough. This not only wastes money but also makes it harder to manage their budgets effectively.

On average, Americans spend about $300 a month on subscriptions. With so many to keep track of, it's common for people to forget or not use them enough. This not only wastes money but also makes it harder to manage their budgets effectively.

GOALS

GOALS

Provide users with clear information to help them decide whether to keep or cancel their subscriptions

Provide users with clear information to help them decide whether to keep or cancel their subscriptions

information

clear

clear information

When users are considering whether to continue or cancel a subscription, they need straightforward and easily accessible information to guide their decision-making process. To achieve this, I implemented these 3 core features.

When users are considering whether to continue or cancel a subscription, they need straightforward and easily accessible information to guide their decision-making process. To achieve this, I implemented these 3 core features.

Core Features

Core Features

Beyond simply tracking subscriptions, Refiner evaluates users' utilization and identifies any with low usage, providing actionable insights to streamline subscriptions

Beyond simply tracking subscriptions, Refiner evaluates users' utilization and identifies any with low usage, providing actionable insights to streamline subscriptions

Analyze utilization rate

Analyze utilization rate

When users are considering whether to continue or cancel a subscription, they need straightforward and easily accessible information to guide their decision-making process. To achieve this, I implemented these 3 core features.

When users are considering whether to continue or cancel a subscription, they need straightforward and easily accessible information to guide their decision-making process. To achieve this, I implemented these 3 core features.

Flagged subscriptions with low usage

Flagged subscriptions with low usage

Users receive proactive alerts when underutilized subscriptions are detected, prompting them to review and potentially cancel services they no longer require. This feature helps users in avoiding unnecessary charges and managing their subscription expenses efficiently

Users receive proactive alerts when underutilized subscriptions are detected, prompting them to review and potentially cancel services they no longer require. This feature helps users in avoiding unnecessary charges and managing their subscription expenses efficiently

End of free trial reminder

End of free trial reminder

Users are alerted before free trials expire, preventing unexpected charges and encouraging responsible subscription management.

Users are alerted before free trials expire, preventing unexpected charges and encouraging responsible subscription management.

With that being said,

With that being said,

It started with discovery research…

It started with discovery research…

DISCOVERY RESEARCH

DISCOVERY RESEARCH

A substantial number of people were impacted

A substantial number of people were impacted

To better understand the issue, I researched how many people were affected. The results showed that many Americans have trouble managing subscriptions. This helped me see just how big the problem is and how many people it affects.

To better understand the issue, I researched how many people were affected. The results showed that many Americans have trouble managing subscriptions. This helped me see just how big the problem is and how many people it affects.

42%

42%

Continued to pay for subscriptions they no longer used

Continued to pay for subscriptions they no longer used

70%

Forgot to cancel their free trials


$348

Average Americans waste per month on unused subscriptions

70%

Forgot to cancel their free trials

$348

Average Americans waste per month on unused subscriptions

42%

Continued to pay for subscriptions they no longer used

70%

Forgot to cancel their free trials


$348

Average Americans waste per month on unused subscriptions

USER RESEARCH

USER RESEARCH

Understanding the common pain points and user needs

Understanding the common pain points and user needs

After I landed on the target audiences, I conducted user research to identify the common pain points and user needs. With over 10 screener surveys and 5 user interviews, it helped me gather more data to get down to the core of the problem.

After I landed on the target audiences, I conducted user research to identify the common pain points and user needs. With over 10 screener surveys and 5 user interviews, it helped me gather more data to get down to the core of the problem.

Tech-Savvy Millennial Who Enjoys Trying New Digital Services

Michael

28 years old

Software Developer

"Since I'm constantly trying out new subscriptions, I tend to lose track of them. I need help receiving reminders for expiring trials so I can decide whether I want to keep or cancel it."

Busy Working Professional with Multiple Subscriptions

Sarah

35 years old

Marketing Manager

"With my busy work schedule, I struggle to keep track of subscriptions I no longer use. I need a convenient solution to identify and cancel unnecessary subscriptions quickly and easily."

Tech-Savvy Millennial Who Enjoys Trying New Digital Services

Michael

28 years old

Software Developer

"Since I'm constantly trying out new subscriptions, I tend to lose track of them. I need help receiving reminders for expiring trials so I can decide whether I want to keep or cancel it."

Busy Working Professional with Multiple Subscriptions

Sarah

35 years old

Marketing Manager

"With my busy work schedule, I struggle to keep track of subscriptions I no longer use. I need a convenient solution to identify and cancel unnecessary subscriptions quickly and easily."

KEY INSIGHTS

KEY INSIGHTS

Users need reminders to manage subscriptions effectively

Users need reminders to manage subscriptions effectively

Throughout this journey, the user experienced a shift from excitement with the new subscriptions to frustration and realization of the need to cancel it due to the lack of use.

Throughout this journey, the user experienced a shift from excitement with the new subscriptions to frustration and realization of the need to cancel it due to the lack of use.

VISUAL DESIGN IDEATION

VISUAL DESIGN IDEATION

Piecing together the components for low-fidelity wireframes

Piecing together the components for low-fidelity wireframes

Based on the data I gathered, I ensured the information remained straightforward and clear and only showcased the key elements.

Based on the data I gathered, I ensured the information remained straightforward and clear and only showcased the key elements.

UI LIBRARY

UI LIBRARY

Developing the visual identity

Developing the visual identity

To create a modern and user-friendly interface, I chose a simple color scheme with minimal use of colors to highlight important messages. Following accessibility guidelines was crucial, so I focused on color contrast and made adjustments as needed to make sure the interface was easy to use for everyone. After some tweaking, I managed to create a design that not only met but exceeded accessibility standards.

To create a modern and user-friendly interface, I chose a simple color scheme with minimal use of colors to highlight important messages. Following accessibility guidelines was crucial, so I focused on color contrast and made adjustments as needed to make sure the interface was easy to use for everyone. After some tweaking, I managed to create a design that not only met but exceeded accessibility standards.

DESIGN ITERATION

DESIGN ITERATION

But before landing on the final design, I went through a few rounds of iterations

But before landing on the final design, I went through a few rounds of iterations

While iterating on my design, I focused on conveying necessary information and implementing key features. Below are some explorations of the key elements. 

While iterating on my design, I focused on conveying necessary information and implementing key features. Below are some explorations of the key elements. 

End of free trial notification exploration

End of free trial notification exploration

I created a dashboard feature to alert users about the end of their free trial period. Initially, the feature required a click-through to access subscription details. But, user testing revealed that users prefer a more direct way to cancel their subscriptions. So, I updated the feature to provide all necessary information upfront, allowing users to make an informed decision about canceling their subscriptions.

I created a dashboard feature to alert users about the end of their free trial period. Initially, the feature required a click-through to access subscription details. But, user testing revealed that users prefer a more direct way to cancel their subscriptions. So, I updated the feature to provide all necessary information upfront, allowing users to make an informed decision about canceling their subscriptions.

INITIAL

FINAL

INITIAL

FINAL

INITIAL

FINAL

Flagged subscription exploration

Flagged subscription exploration

This feature notifies users of inactive subscriptions within a timeframe. Initially, I color-coded alerts in red. However, after user testing, I simplified the approach with a concise alert message and icon at the top as the users felt that the color code system felt redundant. I also added upfront info like subscription type and category label based on user feedback.

This feature notifies users of inactive subscriptions within a timeframe. Initially, I color-coded alerts in red. However, after user testing, I simplified the approach with a concise alert message and icon at the top as the users felt that the color code system felt redundant. I also added upfront info like subscription type and category label based on user feedback.

FINAL

INITIAL

FINAL

INITIAL

FINAL

INITIAL

SOLUTION

SOLUTION

Prototyping the idea

Prototyping the idea

After making several iterations to the UI and user flow, I finally arrived at the final design. Throughout the design process, I kept in mind the importance of maintaining a clean and minimal UI design by only implementing colors in areas where it was necessary to highlight important information.

After making several iterations to the UI and user flow, I finally arrived at the final design. Throughout the design process, I kept in mind the importance of maintaining a clean and minimal UI design by only implementing colors in areas where it was necessary to highlight important information.

New subscription reminder

New subscription reminder

To encourage users to stay on top of new subscriptions, a gentle reminder has been integrated into the Dashboard page, streamlining the process of taking necessary actions.

To encourage users to stay on top of new subscriptions, a gentle reminder has been integrated into the Dashboard page, streamlining the process of taking necessary actions.

Flagged subscriptions based on utilization

Flagged subscriptions based on utilization

Refiner aims to keep users informed about their underused subscriptions. To achieve this, I created a page that highlights these subscriptions. Users can check the ratio between time spent and total login time to decide if any subscription requires attention.

Refiner aims to keep users informed about their underused subscriptions. To achieve this, I created a page that highlights these subscriptions. Users can check the ratio between time spent and total login time to decide if any subscription requires attention.

Categorizing the subscriptions

Categorizing the subscriptions

Based on feedback from user testing, it became clear that users preferred a more structured and organized approach to gain a holistic understanding of their expenses. By categorizing expenses, users can readily compare their spending to their budget and assess available funds for potential new subscriptions.

Based on feedback from user testing, it became clear that users preferred a more structured and organized approach to gain a holistic understanding of their expenses. By categorizing expenses, users can readily compare their spending to their budget and assess available funds for potential new subscriptions.

RESULTS

RESULTS

User testing for feedback and insights

User testing for feedback and insights

I tested the prototype on Figma with 10 users over a week, observing their interactions and gathering feedback. After implementing the changes that were needed, all 10 users were satisfied with the final design. Seeing their reaction during this process motivated me to design with their needs in mind.

I tested the prototype on Figma with 10 users over a week, observing their interactions and gathering feedback. After implementing the changes that were needed, all 10 users were satisfied with the final design. Seeing their reaction during this process motivated me to design with their needs in mind.

NEXT STEPS

NEXT STEPS

Considering strategies for measuring the sucess metric

Considering strategies for measuring the sucess metric

Although this is a personal project, I wanted to think beyond the design process to think about how this would proceed in a business setting. With that being said, having features like alerting users about low utilization rate subscriptions and the impending end of free trial periods, several key performance indicators (KPIs) can help measure its effectiveness and user engagement.

Although this is a personal project, I wanted to think beyond the design process to think about how this would proceed in a business setting. With that being said, having features like alerting users about low utilization rate subscriptions and the impending end of free trial periods, several key performance indicators (KPIs) can help measure its effectiveness and user engagement.

User Engagement Metrics

  • Number of active users: This metric provides insights into the overall user base and how many users are actively engaging with the platform over a given period. It is vital for gauging the popularity and user adoption.

Subscription Management Metrics

  • Number of users who canceled or kept their subscriptions: In order to understand the user's behaviors, tracking their percentage rate provides insights into user satisfaction and whether there are any pain points or areas for improvement.

User Engagement Metrics

  • Number of active users: This metric provides insights into the overall user base and how many users are actively engaging with the platform over a given period. It is vital for gauging the popularity and user adoption.

Subscription Management Metrics

  • Number of users who canceled or kept their subscriptions: In order to understand the user's behaviors, tracking their percentage rate provides insights into user satisfaction and whether there are any pain points or areas for improvement.

REFLECTION

REFLECTION

Managing user expectations can be challenging

Managing user expectations can be challenging

Users were initially hesitant to input sensitive bank information into the app, but later interviews revealed that many preferred to input their card information so that the app could detect unknown subscriptions. To avoid users missing out on unknown subscriptions, the app now offers an option to input bank information.

Users were initially hesitant to input sensitive bank information into the app, but later interviews revealed that many preferred to input their card information so that the app could detect unknown subscriptions. To avoid users missing out on unknown subscriptions, the app now offers an option to input bank information.

Valuing the importance of data

Valuing the importance of data

Using data to support ideas is really important, and this project made me realize just how crucial research is. Even though I didn't know much about subscription cancellation apps at first, I took the time to learn. With that being said, this experience showed me the value of research and how helpful data can be in making decisions.

Using data to support ideas is really important, and this project made me realize just how crucial research is. Even though I didn't know much about subscription cancellation apps at first, I took the time to learn. With that being said, this experience showed me the value of research and how helpful data can be in making decisions.