P97 Networks, Inc. partnered with a leading financial institution to create a platform that helps settle transactions made by retail companies that use offers created by vendors. Some of the functions included creating transaction agreements, setting up online accounts, and reviewing transaction data. As the Senior Product Designer, I collaborated with Project Managers, Developers, and stakeholders to create a user interface to manage these functionalities.
Tight Deadline
1 month for UI design, along with 1 month for development, to go live in two months.
Complexity
Some of the tasks, such as onboarding and setting up financial agreements, could be challenging to complete, as there was a large amount of data that needed to be entered by the user
Approachable
This would start with minimal support, so the UI needed to be easy enough for users to understand.
Tasks
As the Senior Product Designer, I was tasked with taking the lead on designing a web-based UI that could handle challenging tasks and allow an average user to navigate and complete them easily with minimal human assistance.
Actions
Teamwork
Worked with project managers and engineers to understand requirements.
Material Library
Using the Google Material Library enabled us to complete the design in 3 weeks, leaving more than a month for development and QA.
Content Sorting
Designed a step-by-step process to prevent the user from being overwhelmed by information.
User Support
Designed UI to include brief descriptions of each step and field that needed user input.
Results
Deadline Met
Successful launch of the site within the given timeline to the pleasure of all of our stakeholders.
Ease of Use
Step-by-step walkthrough helped keep the users from being overwhelmed by tasks and helped them complete some of the more challenging tasks within 8 minutes.
User-friendly
Instructions and descriptions on each field helped to reduce the need for a support team, giving more time to work on polishing other parts of the UI and deliver an even better user experience.
3 weeks
Quick Design
Time spent in design reduced by 1 week.
6 min
Form Completion
Average time user spent completing large form.