Fintech dashboard design for a payments solution provider ERP

domain : Fintech  //  industry : Fintech  //  location : India

// Customer

One of the top service provider in the payments industry wanted to design an integrated digital dashboard to process business critical operations and have business intelligence reports at a glimpse.

// challenge

  • The dashboard had multiple user roles with access restrictions as per organizational hierarchy
  • Multiple graph reports of transactions across different merchants, card providers
  • Consolidating reports to give a more accurate view of actionable data

Project Size
3+ months
Project Duration
Team Size

// Solution Proposed

The design was challenging as there were many business reports and visual graph reports on which operators depended for managing business critical functions. It was decided to optimize the screen layouts to accommodate different visual data patterns and highlighting actionable. Reports were redesigned to show comparative data to simplify decision making for managerial roles.

We improved their user workflow with UX writing to cover all user personas. Initial wireframes were converted into clickable demos to validate and iterate the designs. While converting designs into high fidelity mockups vibrant color palette was chosen to be balanced with grey tones which effectively allowed us to highlight action items in graphs, tables and across the screens.

// benefits

  • Simplified user flows
  • Redesigned reports view using new visual patterns to make reports easy to read and understand
  • Design system implemented which allows UI to accommodate any new changes

// more case studies

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