Financial ERP System - A comprehensive platform for managing loans and the Servicing & Post-Close workflow. Focused on creating a seamless User Experience with intuitive navigation and clear data visualization. Developed a scalable design system to ensure consistency and efficiency across the interface.
Industry: fintech
Responsibilities: UX/UI Design, UX Research
Implementation time: 40 weeks
Tools: Adobe XD, Figma
The ready system aimed to provide users with financial services and loans with the help of intelligent FinTech technologies. It is a versatile platform capable of ensuring high trust for companies, financial service providers, and end users. The main objective of this project is to create a software solution that offers easy, fast loans of large amounts, financial transactions, support, and safety/security guarantees for all parties involved.
The project workflow was based on the Human-Centered Design and Design Thinking methodologies. In the planning phase, we realized that the most effective strategy for the design stage would be teamwork with a clear delineation of the task pool. An extended team of designers worked on this project in close connection; the implementation of the entire design cycle was dispersed among the performers.
High-fidelity wireframes formed the basis of the requirements for my part of work on the project. General research, a database of user responses, low-fidelity skeletons, and paper prototypes were already completed thanks to the well-coordinated work of the design team. The result of the sprints with my participation was a part of the wireframes, based on which it was possible to trace the user's flow with different scenarios. Examples of wireframes are below:
The main task of the visual design was to create a design system capable of the platform's flexibility and adaptability. Here, we decided to move away from the traditional UI design and go the way of typesetting. Therefore, we created a bundle of design elements, with the help of which developers could quickly «decorate» the system and give it a finished look.
This project is an excellent example of designers' teamwork. Success in product implementation lies in a well-coordinated, delimited flow, where each designer has a pool of tasks. At the same time, each team player cannot show the best result without the participation of colleagues. We managed to deliver the project on time with a minimum number of edits, which, in turn, allowed the development team to build the product in the subsequent iterations effectively.