Services: UX Research, Competitor Analysis, Information Architecture, UI Design and Prototyping, Usability Testing.
Problem Statement
The existing system had challenges like manual KYC vetting
without proper record-keeping, manual account setup done
directly from the database, lacking audit controls for tracking user
changes, and missing downloadable reports for new regulatory
requirements.
Challenges
Lack of system documentation, and collecting requirements from
all the different departments posed difficulties.
What The Design Solved
The redesigned dashboard automates merchant KYC vetting,
sends automated emails for account status changes, offers an
interface for editing account configurations, facilitates report
downloads for regulatory compliance, and introduces maker-checker
controls for user changes.
How I Overcame Challenges
Leveraged my Applications Support experience to understand the
system, conducted face-to-face interviews, and utilized structured
questionnaires for User Research.
Compiled UX/UI Design Roadmap Based On User Research
Started By Making Low-Medium Fidelity Sketches / Wireframes
Introduced Account Configurations Section Under Merchant Details
Designed New Interface For Downloadable Reports
Designed Maker-Checker Controls For A Maker User To Initiate A Change And The Checker User To Approve
Benefits To The Company
Time savings through process automation, enhanced
accountability with maker-checker controls, informed
decision-making through downloadable reports.
Lessons Learnt
Direct user interviews are ideal for collecting system requirements.
