F.B Eugenio | Monica's Portfolio

FB Eugenio es una empresa familiar de servicios contables e impositivos en San Diego, California, con más de 50 años de experiencia. La empresa, que se especializa en preparación de impuestos, contabilidad y consultoría financiera, atiende principalmente a la comunidad estadounidense-filipina.

Herramientas

UX/UI Designer

Herramientas

Web Site

Herramientas

2024

El proceso actual de reserva de citas de FB Eugenio no es fácil de usar , especialmente para su público principal: clientes mayores que no son muy expertos en tecnología. Los clientes suelen llamar o usar el sitio web para reservar citas, pero no pueden seleccionar fechas u horarios específicos, lo que complica el proceso. Además, la empresa carece de una identidad visual coherente y su sitio web está desactualizado , por lo que falta información esencial que necesitan los clientes potenciales. Esto da como resultado una experiencia menos eficiente y dificulta que las generaciones más jóvenes, como los hijos y nietos de los clientes existentes, descubran e interactúen fácilmente con la empresa.

Design Process

Who needs this service?

Maria Santos, 70

Retired Nurse

Maria has been a dedicated client for over 20 years. She worked as a nurse before retiring and now enjoys spending time with her family. She values consistency and a personal touch in the services she receives.

Roberto de la Cruz, 50

Business Owner

Roberto owns a small business and has been a client of the firm for over a decade. He values the firm’s expertise in handling both personal and business taxes and appreciates the personalized service they offer.

Carmen Aquino, 23

Sales Representative

Carmen is a young professional working in sales who has recently started managing her own finances. She has limited knowledge about tax filing and seeks reliable guidance.

Ideation

Sitemap

User stories

Bocetos

04 Prototipo

Diseño UI

Visit Live Website

Antes de finalizar, queremos asegurarnos de que los usuarios sepan si falta alguna categoría de crédito.

The Impact

How this project improve the business?

Improved Client Experience
The redesigned booking system significantly simplified the appointment process for elderly clients, reducing confusion and eliminating the need for phone calls by offering clear date and time selection options.

Increased Engagement from Existing Clients
After launch, more existing clients began using the new system, thanks to word-of-mouth promotion by the business owner. Their feedback highlighted the design’s professional look and ease of use.

Strengthened Brand Perception & Future Growth
The updated interface not only modernized the brand but also positioned the business to attract younger, tech-savvy clients, laying the foundation for long-term client growth and digital presence.

FB Eugenio es una empresa familiar de servicios contables e impositivos en San Diego, California, con más de 50 años de experiencia. La empresa, que se especializa en preparación de impuestos, contabilidad y consultoría financiera, atiende principalmente a la comunidad estadounidense-filipina.

FB Eugenio es una empresa familiar de servicios contables e impositivos en San Diego, California, con más de 50 años de experiencia. La empresa, que se especializa en preparación de impuestos, contabilidad y consultoría financiera, atiende principalmente a la comunidad estadounidense-filipina.

Herramientas

Herramientas

Herramientas

Design Process

Who needs this service?

Maria Santos, 70

Retired Nurse

Maria has been a dedicated client for over 20 years. She worked as a nurse before retiring and now enjoys spending time with her family. She values consistency and a personal touch in the services she receives.

Roberto de la Cruz, 50

Business Owner

Roberto owns a small business and has been a client of the firm for over a decade. He values the firm’s expertise in handling both personal and business taxes and appreciates the personalized service they offer.

Carmen Aquino, 23

Sales Representative

Carmen is a young professional working in sales who has recently started managing her own finances. She has limited knowledge about tax filing and seeks reliable guidance.

Ideation

Sitemap

User stories

Bocetos

04 Prototipo

Diseño UI

How this project improve the business?

Improved Client Experience The redesigned booking system significantly simplified the appointment process for elderly clients, reducing confusion and eliminating the need for phone calls by offering clear date and time selection options.

Increased Engagement from Existing Clients After launch, more existing clients began using the new system, thanks to word-of-mouth promotion by the business owner. Their feedback highlighted the design’s professional look and ease of use.

Strengthened Brand Perception & Future Growth The updated interface not only modernized the brand but also positioned the business to attract younger, tech-savvy clients, laying the foundation for long-term client growth and digital presence.

Improved Client Experience
The redesigned booking system significantly simplified the appointment process for elderly clients, reducing confusion and eliminating the need for phone calls by offering clear date and time selection options.

Increased Engagement from Existing Clients
After launch, more existing clients began using the new system, thanks to word-of-mouth promotion by the business owner. Their feedback highlighted the design’s professional look and ease of use.

Strengthened Brand Perception & Future Growth
The updated interface not only modernized the brand but also positioned the business to attract younger, tech-savvy clients, laying the foundation for long-term client growth and digital presence.