Helen TranHT
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Preauthroization

The primary objective of this project is to implement a Card Present pre-authorization payment workflow on the R-series platform via Lightspeed Payments.
Company
Lightspeed
Tools
Miro
Figma
Role
UI Designer
UX Designer
Researcher

This project was initially owned by another product manager and product designer, the project got cancelled. When I joined the team, we’ve picked it up and we rewatch all the recorded interviews that was done. The previous product manager interviewed 9 merchants and the main insights we got from these merchant is

Batch Ordering Receiving

They are receiving their orders in batches of shipment

Multi-Shipment Orders with Individual Invoices

One order from their supplier can contain many shipments and each of these shipments have their own invoices

Lack of Shipment Quantity Visibility

Merchants do not have visibility on the quantities and cost of items per shipment batch, so they can't compare the quantities on hand against the quantities of items on the invoice to see if there's any discrepancies

Error-Prone Manual Workarounds

Merchants have created workarounds to document their orders received but they are prone to human error

Insights