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Title:
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REDESIGN OF THE BANK RECONCILIATION INTERFACE OF THE CONTAAZUL SOFTWARE |
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Author(s):
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João Antonio de Menezes Neto and Victor Rafael Laurenciano Aguiar |
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ISBN:
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978-989-8533-79-1 |
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Editors:
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Katherine Blashki and Yingcai Xiao |
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Year:
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2018 |
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Edition:
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Single |
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Keywords:
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Interaction Design, Small Business, Bank Reconciliation |
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Type:
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Full Paper |
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First Page:
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3 |
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Last Page:
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10 |
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Language:
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English |
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Cover:
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Full Contents:
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click to dowload 
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Paper Abstract:
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This paper details the redesign process of the bank reconciliation interface of ContaAzul, an online cloud-based financial management software for small businesses in Brazil. The reconciliation is a feature that allows the users to import bank account statements and easily register them into the software, generating automated reports that help the financial control of the small companies. The research problem was motivated by use cases that are not covered in the current version of this feature, as well as by recent technological advances, such as application programming interfaces (APIs) and similar software available in the market, justifying the redesign. Interaction design was chosen as the project approach and Garretts five planes as the methodology. As the final deliverable, a prototype was composed of static, bitmap screens, elaborated from a participatory design perspective, which was presented to the software engineering team for further implementation. This research was developed as a course conclusion project in the Masters Degree in Design of University of the Region of Joinville, which is focused on industry-based, applied research and development. The first author of this paper is one of the design coordinators of ContaAzul company and co-responsible for the aforementioned feature. |
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