Dashboard for
a Desktop & a Mobile
In this case study, I will explain the thought processes, the methods,
and the tools involved in my project. I will clarify the logic and thinking
behind the decisions that I made.
OVERVIEW
A bout Fundbox:
Fundbox has gone from a one-product company
to a multi-product company.
Fundbox started its journey as a company that provides a service of one product, over the years it has developed into a company with several products.
But in terms of the characterization, small cosmetic changes were made and no significant change was made that gives a platform to all the products.
The main task now is to create one dashboard containing the products.
The mission:
Create one dashboard containing the products.
MY ROLE
- UX Research
- UI Design
- Design System
- Wireframing
- Prototyping
COLLABORATION
- Product Designers
- Product Manager
- Product Analystd
KPI
- Increase draws & origination
- Increase engagement
- Increase retention
RESEARCH
Competitors Analysis
I analyzed and researched financial systems that supply similar services, and in addition I researched solutions for the behavior in complex systems.
User Research
I researched the users using the FullStory system
real – time viewing of full story’s sessions. through this research, i learned where users get stuck, what processes work well, and where they hesitate.
Systems Analyst
Following these questions, I was shown graphs that show the data and what needs to be improved
01. How can we convert inactive clients to active clients and to monetary Draws?
Activity status bar
40.2%
40.2% Never Draw
Ever Defaulted
0
1
Active in last 30 days
19,764
255
Inactive
2,804
1,257
Churned
31,952
20,206
Never Draw
32,477
02. What is the best number of loans to present on the dashboard in order to supply the average user with sufficient, but not too much, information?
A cumulative histogram of active loans per dashboard view
4
The median number of customer loans
Systems Analysis
I analyzed the existing system today together with the product design team and the product manager.
THE PROBLEM
Based on my research, some of my key findings were:
01
Dashboard
Only one product is displayed on the main dashboard
“I don't see all my products”
02
Navigation
Unorganized
Need for the product to stand out among the company’s products and system activities
”I'm having trouble finding
where I update my details”
03
Draws
There is no indicator for all the products in Draws, and there is no order. And the loan average that would suit most customers is not shown
”I have several loans
and I don't know what type it is”
04
Upcoming payment
No breakdown of the payments and no transparency for the customer
”I have no idea what the upcoming payment consists of”
05
Ommunication & Messaging
There is no area which collects all the messages. The messages were scattered. There is no prioritization of messages.
”The message I saw yesterday disappeared”
Information architecture
Immediately after research I built an information architecture.
which will contain everything that I understood should be in the system.
Sketch options
I designed directions.
Based on my research. Option A was the most effective.
Option B
Option A
option A was the most effective, because still really important messages were missed.
THE SOLUTION
After I collected all the problems, I solved them as follows:
01
Dashboard
Create one dashboard containing the products.
“I don't see all my products”
02
Navigation
The navigation is divided into the company’s products and the activity of The system, highlighting the navigation is through additional icons.
And it varies between customers depending on the number of products the customer has.
”I'm having trouble finding
where I update my details”
03
Draws
The Draws file is rearranged.
As a result of my research, there is room for 4 loans and the indication of the type of loan.
”I have several loans
and I don't know what type it is”
04
Upcoming payment
Putting the emphasis on the nearest payment including details of the payments.
”I have no idea what the upcoming payment consists of”
05
Ommunication & Messaging
Division into several types of messages:
Product promotion messages are already on the dashboard.
Recent messages are opened by clicking on the notification icon, with notification messages marked in red and important messages in blue.
In addition, it is possible to see all the messages, on a separate page, including the ability to respond and communicate with Fundbox.
”The message I saw yesterday disappeared”
Design System
While implementing my design line, I made a space where the background is the primary color dark blue, which was until now used only in the text. This is in addition to the turquoise color that was already there. I added a language of new icons
