Financial services

Three App

About the project

Client: Financial services

This project was a part of a collection of applications that I was asked to improve. I was the lead experience design consultant which involved the whole UX process from initial research, stakeholders management, wire-framing and prototyping as well as final UI delivery. This particular piece of work was focused on understanding of the existing processes and best ways of optimising and automating them. It involved spending a lot of time with different teams and understanding how complex investment decisions and data can be translated into a simple interface. The main challenge was to introduce more of a cross-team work and collaboration as well as finding the real pain points that users had and combining them with business needs.

For the purposes of the confidentiality the final outcome of the project and some information has been changed.

Scope of work

  • Moving from WPF to modern responsive Web apps
  • 360 degrees business and user research
  • Design workshops
  • Engaging senior stakeholders
  • Sketches and process flows
  • wireframes and prototypes
  • Usability testing with users
  • Multiple iterations
  • UI designs
  • Delivery management


KPIs

  • Reducing business risk
  • Moving to a more sustainable web framework
  • Saving time for multiple teams
  • Removing manual calculations
  • Automating processes
  • Data visualisation
  • Providing information in seconds
  • Updating UI library with new elements

User research areas

Financial services

Personas

Financial services
Financial services

Design workshops

Financial services

Experience map and pain points

Financial services

Final responsive web app

Three App
Financial services