phone mockup for GigLedger app

GigLedger:
Accounting for Musicians

End to End App Design with a Time Limit
Project Brief
The task: Design a Minimum Viable Product for an End to End mobile app within the given time limit.
The catch: The time limit is two weeks.
The freedom: I got to choose exactly what to make. As a challenge, I decided to design something in the genre of productivity software, but with the conceit that it would be for DIY musicians.
Timeline
Jan 19- Feb 30, 2022
Design Process
  • Research: Exploratory user interviews, competitive research, persona generation
  • Information Architecture: MVP Goals, Design Pattern Study, Wireframe Sketches, Task flow
  • Design: Hi-Fi Figma Prototype
  • Testing: In Person and Remote Usability Testing, Priority Revisions

Background

At the sheer mention of delving into the world of accounting, many people cower in fear. The thought of managing multiple income streams is tough even for those of us fortunate to receive formal training, be it academic or in the school of life. In my own experience as a touring musician (...it's a long story) I've encountered a great many situations where my (scant) education in accounting has come in very handy. However, there are many musicians (and other touring entertainers) who have had no such fortune.

My goal in designing this app was to address the necessity of having a simple all-in-one tool for musicians to, at the very least, input their income streams and arrive at the all important goal: making sure everyone gets paid accurately.

Research

First and foremost, I wanted to make sure my own experience didn't cloud my design choices.  Because I've toured and done my own book keeping, my preconceived notions ran the risk of clouding my judgement. This wouldn't qualify as Design Thinking if I did. To nip this problem in the bud, I made sure to go out and make decisions based on interviews from a wide variety of DIY musicians and entertainers in the South. From Drag Queen Extraordinaire Taylor Alxndr (leader of the venerable House of Alxndr and head of Southern Fried Queer Pride), to the heavy metal bassist of Malevich, and the punk rock road warriors of CDSM and GILT.

Major Interview Takeaways:

  • All but one of the interviewed musicians had NO formal accounting training
  • Most accounting was taking place between Venmo, Paypal, and Google Sheets, if not old fashioned pen and paper
  • For the artist that was at the stage where they had a manager, exasperation was expressed at having to keep track of additional payouts FROM them as an artist in addition to their income from their 100+ shows a year.

Current Market Frustrations Found

A common thread weaved throughout the interview process was how unintuitive Google Sheets felt on mobile. Taylor Alxndr expressed it directly in the interview process, and as I saw during usability testing (more on that later) that "clunky" was a common adjective used when talking about Sheets' mobile interface.

A consideration I also had to take into account that almost all tour payouts are done in cash on the DIY level. That influenced the direction of the app to take in dollar amounts directly from users.

Paypal and Venmo were also heavily used by all artists interviewed to take in income from various sources, like show payouts, sale of merch and music in person and online, and the odd donation. Through the interviews we discovered the need to find a way to account for these income streams in an easy to understand way.

Persona Generation

Because I can't design for everyone, I made a persona out of all these folks. Without further ado, I introduce to you Rosa: up and coming musician, certified road warrior, and DIY accounting maven.

PERSONA for gigLedger project

Information Architecture

Keeping it Tight - Defining Features

To accommodate the time constraints of this project, my DesignLab mentor and I pared down the features to, you guessed it, make the Minimum Viable Product version of GigLedger. We decided that, because of the time limit, the core accounting flow would be what we focused on. In summary, what I defined as the core goals for this project were:

  • a basic ledger view to accommodate undereducated accountants
  • a way to manage daily and end-of-tour payouts
  • and a calendar view to input tour dates for the aforementioned end-of-tour payouts

User Flow

To get my ducks in a row first and foremost, I mapped out the functionality of the site with a user flow. This helped me with organizing my sketches and later my hi-fi prototypes keep to the tight functionality me and my mentor agreed on.

Task flow for Gig Ledger project

UI Sketches

After deciding on the functionality of the MVP, the next step would be wireframing. To save time, I used good old fashioned pen and paper. the format of the ledger view was my interpretation of a hyper-simplified ledger sheet. Something perfect for first time users: money in and money out. That's it.

Gallery:

UI sketches for GigLedger app

Design

Once I decided on the basic structure using my wireframes, deciding on color and style would be my next challenge. Due to the time constraints, I opted to keep true to the principals of readability and basics of color psychology.

Green for the connotations of finance, yellow for energy, blue for comfort and stability. In addition, I used just a splash of red for the Expenses column. A deep, blood red would most likely induce anxiety in end users, so I went with a very light pink that met AAA contrast ratio guidelines.

Gentle curved decorative shapes were also used to connote welcomeness, and to give the app an artist friendly feeling.

First half of style tile for Gig Ledger project
Second half of style tile for Gig Ledger project

Wires + Prototyping

Blazing through my project timeline (we're barely in week two!), I applied the style to my wireframes and brought them to life in Figma. Even though there were heavy constraints on the content I was to produce for this particular project, I still ended up producing 29 distinct frames in Figma.

Pre-Revision Screens

GIF of first iteration of screens for Gig Ledger project

Usability Testing

As important as getting an aesthetically pleasing design out, is getting something that people can actually use. To ensure that the target audience of DIY musicians would be able to actually use it, I opted to get even more musicians to test the designs. A local indie rock frontman, a heavy metal drummer, a pop rock guitarist, and a road dog label head were all called in for a combination of remote and in person usability tests.

These usability tests involved arming myself with a laptop or a link and setting each musician down in front of a mockup and giving them a small list of tasks to do while recording their feedback in real time. I made sure not to interfere unless they asked me a question directly. While they conducted their tests, I observed where they were hesitating (even if just for a second) and where they seemed to fly through the flow as if they were already pros at using GigLedger.

Quotes:

"Something like this would be really useful... I'd love a tutorial for first time user's though"
"I liked the design of the ledger, I just would prefer it if the center line was visible from the beginning. It'd help me know what was going to happen next"
"[The ledger view] just makes a lot of sense. A lot of people just want [money] in and out"
"It's just less harsh on my eyeballs in general than Google Sheets on my phone. The organization and simplicity promotes transparency with your bandmates... and yourself"

Priority Revisions

Based on both the verbal feedback received directly from my research participants, and what I gleaned from observing them interact with the payout management flow, I chose to make two major priority revisions to my designs before submitting them for final approval:

Revised screens 1: Adding a center column to the blank ledger view

This is based directly on feedback from one of my interviewees. I also believe that it aids in communicating the functionality of the simplified ledger screen.

Post revision  screens of default accounting view for Gig Ledger

Revised screens 2: Adding a distinction between End of Day and End of Tour payouts

This was a revision I chose to make because of a common hesitation I witnessed among almost all test subjects while interacting with the daily and end of tour payouts management screens. While the hesitation was short, that can be the deciding factor that makes them close out the app and go back to Google Sheets.

Post Revision Manage Payouts flow for Gig Ledger Project

Reflecting and Next Steps

This project was insanely valuable to my development as a designer. Not only did I have to trust myself when deciding on the scope and scale of the project with what little time I had, it forced me to speed up my iteration time and truly tested my abilities to set a strict timeline and stick to it.

Another wonderful thing that I gained from interacting with so many other real musicians during the research and testing process was a beefy set of future feature requests:

  • inventory management through integration with Square with predicted ROI for current inventory
  • Expense prediction (ex. "this tour is over 6000 miles, expect to spend at least $80 on oil changes and $60 in tolls")
  • Bank account, Venmo, Paypal linking for automatic expense and income tracking
  • Historical tour data for future tour planning assistance and possibly even for applying for loans and grants
  • Accounting for standing record label debts (e.g. recuperating from advances)
  • Tax form generation if your band has incorporated into an LLC

Relevant Links and Artists Interviewed

Figma Prototype

GILT

CDSM

Taylor Alxndr

Malevich

Sunset Honor Unit

Keron

Wieuca

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