Initial Product Ideation:
To create a duplicate of the Kore Platform for investors to manage investments on the go.
After analysing the full scale of the platform I created the following proposal: KoreID App: An app conect direcly to the Kore Platform and infrastructure, where Investors can log in with their KoreID and:
view all previous investments
reinvest in previously invested companies
view any pending invesments
manage their profile
fix any KYC errors for investments still in the compliance process
This would also remove some more complex features like share transfers, company profile, corporate investments
Hypothesis
Some email alerts regarding KYC issues were getting irgnored or forgotten. Having an app could accelarate the compliance KYC processing by sending alerts and having the investor fix KYC issues on the go.
At the same time, it allow full visibility on investment compliance status and access to their portfolio and profiles.
This would simplify and accelarate the develpment process, by:
focusing on the investor only
using only sections from the platform that were already fully functional
app easyer to maintain and fix
removing the need for other more complex parts of the platform, such as the
Company’s profile
complex parts could be developed in the following versions
Challenges
Adapting a web only platform to a mobile app that needed to work in IOS (primarily) and Android was the main challenge.
We had various components that worked very diferently for mobile so a lot of the architecture and layout needed to be studied and redesigned without losing the user in the process.
They still needed to feel that they were in the same environment.
Some of the below steps were done to overcome these challenges:
Become familiar with HIG by reading the documentation over and over again
Test out various diferent ways of restructuring architecture like tabs, menus and overlay modals
Redesign all styles of cards so they fit and adapt without losing the most important information
Results
new bottom menu for easy navigation based on primary app functions
turn Pop-up Modals into drawers
Important alerts/messages were kept as modals for urgent actions and quicker response
main tabs became horizontal menus
section tabs became forward flows into a new page
horizontal style cards became more rectangular cards
Outcomes
reinvestments 7x faster
reusable data from previous investments and personal profile
no need to refill investment form
KYC fixes responded quicker, reducing time the investment spent in the “pending” state
