Client is a B2B SaaS fintech platform, specializing in data delivery, in-depth analytics, and flexible reporting on loan portfolios and asset classes.
I was the sole designer working cross functionally with the product owner, sales and customer service folks and developers.
User Research: User Interviews, Persona Mapping, Information architecture
Design: Sketches, Wireframing, Design system, Prototyping, Usability Testing
Timeline: 6 months, launched in 2022.
Sketching, Figma and Balsamiq.
The detailed version of the UI is protected by an NDA but I'd love to chat about the details of my work over email.
Improve the overall efficiency in using the platform by digging deeper into common user journeys to identify opportunities to engage users more effectively and meaningfully.
Overview of the process:
In order to gain valuable insights and drive user-centric improvements, we conducted a comprehensive analysis of how users are currently interacting with and experiencing the platform.
A survey was conducted engaging the client's portfolio manager and data champions to determine the company's reasons for using the platform and the most used features.
Then the users were asked to complete a series of task during a contextual interview and their interactions were noted to understand how the platform is being used.
Conducted Interviews with the data team that helps manage client dashboards and customer support folks to understand where the client faced blockers and outline the most persistent issues.
Through the discovery process I uncovered three primary roles within our customers and discovered how they used the platform:
As part of the revamp to establish standardization, I created a design system that works both for light and dark theme.
Style guide: Created design tokens such as color palette, typography, borders, shadows and graph themes as well as how they should be used in various contexts through a style guide.
⚛️ System created based on Atomic design principles.
📐Components catering to cross-platform responsiveness.
🎨 Components for both light and dark theme.
📊 Guidelines for data visualization.
The new elements of the component library were designed in sync to the React- Bootstarp framework.
For the light theme
Incoporating best practices to enhance readability and user experience.
Leveraging the endowment effect and insights from user research I introduced theming and brand identity to the dashboard. Allowing users to customize the dashboard with their brand colors and logo.
The design process started with creating the existing user interface and introducing subtle improvements in the dark theme.
Improved the UI for users to easily customize and run analytics to generate visualizations for creating reports.
Optimized for data visualization and allowing customization for converting the reports into printable, standardized formats.
It became the most used feature by portfolio managers, leading to the inception of a self-serve feature.
The detailed version of the UI is protected by an NDA but I'd love to chat about the details of my work over mail.
☑️ Solution: Analyzed the specific areas where users encountered difficulties through heat maps and mis-clicks to introduce a global and sectional search option.
☑️ Solution: Consider providing preset layouts and grids to easily balance or standardize report layouts.
This change made it easier for users to understand task dependencies, especially in processes with multiple automations, without compromising print-friendliness.
This saved development time and resources while ensuring our final design was intuitive for our target users.
This saved development time and resources while ensuring our final design was intuitive for our target users.
Workflow management
SaaS redesign
Revamping the read view for Tallyfy so that customers easily understand what actions to take.
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