Fin. Cloud
Management
Fin. Cloud
Management
Fin. Cloud
Management
Fin. Cloud
Management
A conversion of Desktop Software to Cloud Application for CLOs, Debt, and Private Equity fund managers to improve performance
A conversion of Desktop Software to Cloud Application for CLOs, Debt, and Private Equity fund managers to improve performance
Project Overview
Project Overview
Project Overview
1
Understanding of domain and analysing of existing application was the most important part as it consists of crucial actions and flow which should be considered while building new application
Understanding of domain and analysing of existing application was the most important part as it consists of crucial actions and flow which should be considered while building new application
Understanding of domain and analysing of existing application was the most important part as it consists of crucial actions and flow which should be considered while building new application
Analysing existing application
Analysing existing application
Analysing existing application
2
Brainstorming and Ideating for new ways to enhance the experience. Creating simpler interactions with lesser clicks to get the task done was the major improvement to focus on
Brainstorming and Ideating for new ways to enhance the experience. Creating simpler interactions with lesser clicks to get the task done was the major improvement to focus on
Brainstorming and Ideating for new ways to enhance the experience. Creating simpler interactions with lesser clicks to get the task done was the major improvement to focus on
Rewamping with new UX/UI
Rewamping with new UX/UI
Rewamping with new UX/UI
3
Creating end-to-end flow design prototype for stakeholders demo and presentations to clients. The major part was to showcase the ease in flow and lesser efforts in the tasks performed
Design Interactive Prototype
4
The responsive design include desktop, tablet landscape & portrait and mobile view. Desktop and Tablet were the very first devices to be targeted. Mobile included minimal tasks based on the importance and the scenarios
Responsive Design
Project Approach
Project Approach
Project Approach
Agile Process
Module Discussion,
Gather Requirements and Estimate the Tasks
Collaborating with SME’s, Brainstorming & Creating Flows
Create Flows and Interactive Design for Solutioning
Demo with Stakeholders & Developers for Discussion and Review
Testing with Actual Users and work on the complicated areas
Sprint Planning
Ideating
UI Design
Delivery
Testing
Persona
Persona
Persona
Mike Hannigan
Credit Manager
Looking for a better application to manage credit accounts and portfolios with lesser efforts. The current application is to old and takes long time to complete a process
User goals
Effectively manage multiple credit accounts
Enhance accuracy in credit risk assessment
Monitor credit status in real-time
Simplify and expedite the credit approval process
Customize credit management workflows
Generate comprehensive reports and analytics
Needs
A user-friendly interface for easy navigation
Real-time updates on credit status
Access to historical credit data
Streamlined credit approval process
Accurate credit risk assessment
Customizable credit management features
Robust reporting and analytics capabilities
Motivations
Improving efficiency in credit management
Increasing accuracy in credit risk assessment
Gaining real-time visibility into credit status
Simplifying the credit approval process
Customizing credit management workflows
Accessing comprehensive reporting and analytics
Frustrations
Difficulty in managing multiple credit accounts
Lack of real-time updates on credit status
Limited access to historical credit data
Complex and time-consuming credit approval process
Inaccurate credit risk assessment
Limited customization options for credit management
Inadequate reporting and analytics capabilities
Tasks
Review and analyze credit applications
Assess credit risk based on financial data
Approve or decline credit applications
Generate credit reports and analysis
Integrate credit management with accounting systems
Customize credit management workflows
Opportunities
Provide mobile access for on-the-go credit management
Quicker the interaction process of credit approval workflows
Provide training and resources for credit management best practices
Offer advanced reporting and analytics features
Collaborate with industry experts to develop credit management solutions
Gathering Requirements
Sprint Planning
Coordinating with SME’s
Coordinating with SME’s
Discussion of module requirements
Understanding importance of the process for the users
Raising queries for clarity
Estimating efforts
Discussion of module requirements
Understanding importance of the
process for the users
Raising queries for clarity
Estimating efforts
To Understand the domain related queries
How the flow currently works
And the pain points faced during the process
To Understand the domain
related queries
How the flow currently works
And the pain points faced
during the process
Analysing Existing App
Understand the flow
Perform task using all the interactions
Check all the scenarios
Check the data relation for better experience
Understand the flow
Perform task using all the interactions
Check all the scenarios
Check the data relation for better
experience
Checkpoints for analysing the application:
Checkpoints for analysing
the application:
Gathering Requirements
Sprint Planning
Sprint Planning
Coordinating with SME’s
Coordinating with SME’s
Discussion of module requirements
Understanding importance of the process
for the users
Raising queries for clarity
Estimating efforts
Discussion of module requirements
Understanding importance of the process
for the users
Raising queries for clarity
Estimating efforts
To Understand the domain related queries
How the flow currently works
And the pain points facedduring the process
To Understand the domain related queries
How the flow currently works
And the pain points facedduring the process
Analysing Existing App
Understand the flow
Perform task using all the interactions
Check all the scenarios
Check the data relation for better
experience
Understand the flow
Perform task using all the interactions
Check all the scenarios
Check the data relation for better
experience
Checkpoints for analysing the application:
Checkpoints for analysing the application:
Creating Information Architecture
Creating Information Architecture
Creating Information Architecture
Most of the intricate navigation and multiple actions has been optimised because of
Most of the intricate navigation and multiple actions has been optimised because of
Most of the intricate navigation and multiple actions has been optimised because of
Based on the analysis of the Existing App the IA is created
For better UX its been optimised and grouped for less complicated flows
Required contents based on priority has been taken into consideration
Grouped the Actions & Contents based on importance & most used
Based on the analysis of the Existing App
the IA is created
For better UX its been optimised and grouped
for less complicated flows
Required contents based on priority has been
taken into consideration
Grouped the Actions & Contents based on
importance & most used
Based on the analysis of the Existing App
the IA is created
For better UX its been optimised and grouped
for less complicated flows
Required contents based on priority has been
taken into consideration
Grouped the Actions & Contents based on
importance & most used
Task Flow
Task Flow
Task Flow
Ideating a complicated task of the
User Flow and following it by implementing
Ideating a complicated task of the
User Flow and following it by implementing
Ideating a complicated task of the
User Flow and following it by implementing
Task flow is created for the complicated task for ideating & solutioning
Task flow makes it easy for the team to be on the same page
To make the tasks easy we brainstorm and update the flow
Its also makes it easy to do before design phase, as there remain no
confusion on the flow while designing
Task flow is created for the complicated task for
ideating & solutioning
Task flow makes it easy for the team to be on
the same page
To make the tasks easy we brainstorm and
update the flow
It also makes things easy to do before design
phase, as there remain no confusion on the
flow while designing
Task flow is created for the complicated task for
ideating & solutioning
Task flow makes it easy for the team to be on
the same page
To make the tasks easy we brainstorm and
update the flow
It also makes things easy to do before design
phase, as there remain no confusion on the
flow while designing
Task flow is created for the complicated task for ideating & solutioning
Task flow makes it easy for the team to be on the same page
To make the tasks easy we brainstorm and update the flow
Its also makes it easy to do before design phase, as there remain no
confusion on the flow while designing
UI Design
UI Design
UI Design
Rewamping and Presenting the Solutions through
Rewamping and Presenting the Solutions through
Rewamping and Presenting the Solutions through
Converting the existing application design with better UX Approach
Creating clutter free UI and better visual hierarchy
Focusing on accessibility and usability parameters as its data loaded tool
Converting the existing application design with
better UX Approach
Creating clutter free UI and better visual hierarchy
Focusing on accessibility and usability parameters
as its data loaded tool
Converting the existing application design with
better UX Approach
Creating clutter free UI and better visual hierarchy
Focusing on accessibility and usability parameters
as its data loaded tool
Converting the existing application design with better UX Approach
Creating clutter free UI and better visual hierarchy
Focusing on accessibility and usability parameters as its data loaded tool
Search Credit Transactions
Search Credit Transactions
Search Credit Transactions
Created a goal oriented page for searching
Dismissed all the unimportant information from the page
Took a clean and direct approach towards the goal
Created a goal oriented page for searching
Dismissed all the unimportant information from
the page
Took a clean and direct approach towards the goal
Created a goal oriented page for searching
Dismissed all the unimportant information from
the page
Took a clean and direct approach towards the
goal
Screen 1:
Add Credit Transactions
Add Credit Transactions
Add Credit Transactions
Screen 2:
Instead of overlay took to a new page as there was lot of important decision making task to be performed
Grouped and Categorised the data for appropriate visual hierarchy
Instead of overlay took to a new page as there was lot of important decision making task to be performed
Grouped and Categorised the data for appropriate visual hierarchy
Instead of overlay took to a new page as there was lot of important decision making task to be performed
Grouped and Categorised the data for appropriate visual hierarchy
Trading with Credit Transactions
Trading with Credit Transactions
Trading with Credit Transactions
Screen 3:
Optimised the two separate listing into one
Took bucketing approach based on tasks performed
on trade
Actions on each trade made easy on bucketing
Optimised the two separate listing into one
Took bucketing approach based on tasks performed
on trade
Actions on each trade made easy on bucketing
Optimised the two separate listing into one
Took bucketing approach based on tasks performed
on trade
Actions on each trade made easy on bucketing
Upload Trade Documents
Upload Trade Documents
Upload Trade Documents
Screen 4:
Updating the designs with trendy approach
Appropriate messages and actions to complete task
Updating the designs with trendy approach
Appropriate messages and actions to complete task
Updating the designs with trendy approach
Appropriate messages and actions to complete task
Trade Allocation
Trade Allocation
Trade Allocation
Screen 5:
Easing the allocation process by well structuring
the actions
Providing access of important data for decision making
Improved interactions to get the task done.
Easing the allocation process by well structuring
the actions
Providing access of important data for decision
making
Improved interactions to get the task done.
Easing the allocation process by well structuring
the actions
Providing access of important data for decision
making
Improved interactions to get the task done.
Design System
Design System
Design System
Accessible and Brand oriented guidelines
Accessible and Brand oriented guidelines
Accessible and Brand oriented guidelines
Post Delivery
The test of the good UX Design begins
Steps taken post deliveries for a better production are as follows:
1
UX Walkthrough of the developed product to avoid errors
Coordinate with developers for the fixes
Make sure the product is perfect before production
Integration Review
2
Go through User Test recording and understand the users behaviour while performing a task
Understand the pain points the user are facing while using the product
User Testing
3
Understanding user pain points after testing and taking care of the experience
Creating better option for user to get the task done
Keep progressing and always updating the experience
Understanding user pain points after testing and taking care of the experience
Creating better option for user to get the task done
Keep progressing and always updating the experience
Iteration
This was my first product case study and I have learnt a lot from it.
There’s a quote that I relate to my experience while I got this great opportunity to work on.
DESIGN is not just what it looks like & feel like.
DESIGN is how it works.
Steve Jobs
Post Delivery
The test of the good UX Design begins
Steps taken post deliveries for a better production are as follows:
1
UX Walkthrough of the developed product to avoid errors
Coordinate with developers for the fixes
Make sure the product is perfect before production
Integration Review
2
Go through User Test recording and understand the users behaviour while performing a task
Understand the pain points the user are facing while using the product
User Testing
3
Understanding user pain points after testing and taking care of the experience
Creating better option for user to get the task done
Keep progressing and always updating the experience
Iteration
This was my first product case study and I have learnt a lot from it.
There’s a quote that I relate to my experience while I got this great opportunity to work on.
DESIGN is not just what it looks like & fell like.
DESIGN is how it works.
Steve Jobs
DESIGN is not just what it looks like & feel like.
DESIGN is how it works.
Steve Jobs
This was my first product case study and I have learnt a lot from it.
There’s a quote that I relate to my experience while I got this great opportunity to work on.
DESIGN is not just what it looks like & feel like.
DESIGN is how it works.
Steve Jobs