Fin-Tech, Cloud

NYC

UX Redesign for Cloud-Based Financial Processing

Long overdue redesign of a cloud-based financial processing and notifications application.

decorative image for cloud securities project

Project Overview

Company/Agency:
DOOR3
Title:
Freelance UX Designer
Timeline:
6-10 weeks
Design Tools:
Sketch

Problem / Solution

A small fintech company needed to update their data-driven product, to finally land their first client in the financial services industry. Their product, targeting front-to-back office workflows, would mitigate knowledge transfer and security risks, while their rapid deployment model helped decrease downtime.

The redesign modernized the interface, improved information architecture, and supported search. Designed to blend into clients’ internal systems, the tool could improve internal adoption and support change management within this corner of the financial services industry.

Role

I used sitemaps and whiteboard sketches, collaborating with the client on workflow. I used paper prototypes to get conceptual feedback, before creating several wireframe iterations of certain functional areas. On a team of 2, I worked with the other designer to make sure our designs appeared to come from one person.

Outcomes & Takeaways

The timeline and budget ended the project earlier than expected. The final hand-off was a set of wireframes designed to tell the story of financial operations personnel working together to resolve a problem using the product as it had been designed.

Example 1: Defining workflow during a workshop with the client.

Example 2: Whiteboard sketches helped give shape to the final wireframes.

early wireframe

Example 3a: Early, low-fidelity wireframe.

wireframe

Example 3b: An iteration among many.

wireframe

Example 3c: Final version of wireframes.

Example 3: Early to final wireframe iterations.

Stylized view of client's green design.

Example 4: Client’s original design. (We worked from requirements and not this earlier version.)