RoamHR

RoamHR

Client:

Rick C.

Project Details

Owner

Rick C.

Rick C.

Rick C.

Release date

June 21, 2018

June 21, 2018

June 21, 2018

Services

UX Design, UI Design, Branding

UX Design, UI Design, Branding

UX Design, UI Design, Branding

Duration

4 Weeks

4 Weeks

4 Weeks

Budget

$3,500

$3,500

$3,500

Joining forces with RoamHR’s founder and CEO, we embarked on a mission to revolutionize financial management for independent professionals and freelancers, creating a comprehensive platform that simplified banking, tax management, and expense tracking. Roam’s success in the Gig suite space lead to its successful acquisition.
RoamHR
RoamHR
RoamHR
The freelance economy was experiencing unprecedented growth, with over 50 million Americans engaging in freelance work. However, this growing workforce faced significant challenges in managing their finances. When I joined forces with the founder and CEO, RoamHR was facing the challenge of creating a comprehensive banking solution specifically designed for freelancers and independent contractors. The existing financial infrastructure wasn’t adequately serving the growing gig economy workforce. Freelancers needed a solution that could handle their banking needs, invoicing, milage tracking, and tax obligations in one seamless platform, while ensuring the highest level of security and compliance.
RoamHR
RoamHR
RoamHR
The process began with a deep dive into understanding the needs of the rapidly growing freelance economy, which had surpassed 50 million Americans but continued to struggle with fragmented financial tools and limited support. When I joined the founder and CEO at RoamHR, the goal was to create an all-in-one financial platform tailored specifically for freelancers—a solution capable of managing banking, invoicing, mileage tracking, and tax obligations with exceptional security and compliance. We started with extensive user interviews across more than 15 freelancers in various industries, uncovering a shared set of challenges: no automated tax withholding, a lack of freelancer-focused financial education, and the exhausting need to juggle multiple tools to run their business. Using these insights, I moved into competitor research and early wireframes to establish structure, followed by high-fidelity designs that highlighted clarity, trust, and user engagement. Through rounds of usability testing and iterative refinement during development, we ensured the platform delivered a smooth, intuitive experience. The final product consolidated essential freelancer tools into one ecosystem, empowering users through financial literacy, automated tax savings, and streamlined workflows. As the platform grew from 14 to more than 650 active users and secured multiple strategic financial partnerships, RoamHR ultimately achieved a successful acquisition—proving strong product-market fit and validating the impact of a truly freelancer-centered solution. This experience reinforced the power of simplifying complex systems and taught me the importance of adaptability in a lean startup environment, where the ability to pivot, innovate, and support users meaningfully is key to both product success and professional growth.
RoamHR
RoamHR
RoamHR
By combining essential freelancer needs into one platform that focused on financial literacy, security, and tax savings we were able to eliminate frustration, increase tax savings by educating users on quarterly tax payment benefits, and The platform’s success led to multiple strategic partnerships with leading financial institutions and ultimately resulted in a successful acquisition. The solution we built became a cornerstone for freelancer financial management. The dramatic growth from 14 to over 650 active users demonstrated the strong product-market fit and the essential nature of the solution for the freelancer community.
By combining essential freelancer needs into one platform that focused on financial literacy, security, and tax savings we were able to eliminate frustration, increase tax savings by educating users on quarterly tax payment benefits, and The platform’s success led to multiple strategic partnerships with leading financial institutions and ultimately resulted in a successful acquisition. The solution we built became a cornerstone for freelancer financial management. The dramatic growth from 14 to over 650 active users demonstrated the strong product-market fit and the essential nature of the solution for the freelancer community.
BoldCraft
BoldCraft
BoldCraft

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Ready to Transform Your Vision?

Let's discuss how we can bring your ideas to life. Book a quick call with ME, and I'll guide you through the next steps.

Ready to Transform Your Vision?

Let's discuss how we can bring your ideas to life. Book a quick call with ME, and I'll guide you through the next steps.