Web application

Internal application

for a multi-

national bank

Multi-national banking for issuing guarantee

GTRF is a web platform in a multi-national bank for their internal processes to issue a bank guarantee. The current process by the bank included 2 different applications, one for approving the transactions and other for uploading the documentation and indexing the files. An agile methodology was followed for the project where every 2 weeks we had to demo the work completed/ UX activities conducted in those sprints. The project was in the Banking and finance sector where most of the end users were based in Hong Kong, Singapore and India.

Project Context

Project Brief

GTRF is a banking application for one of the top banks in the financial sector. This app is a solution for the day to day transactions performed by the employees of the bank.
Its a platform where most of the documentation from the transactions is stored, the approvals from senior managers are taken and templates for different forms are stored.

Team

We were a 20+ size team which included UX Designers, UI Designers, Team Leads, Illustrators, Project Managers and Developers. The project was a 13 month long assignment with initial 2 months UX Research + UX Design activity.

Research Methodologies

The research methodologies pre-dominantly followed were - Stakeholder interviews, stakeholder workshops, Experience mapping, Persona mapping, wireframing, Usability testing

Project Goals

Clean, minimalistic UI, suitable for banking application.

Smooth easy transactions for day to day activities.

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Our Approach

01 Kick-off calls

Primary Research was conducted with the Stakeholders and the end-customers who were a part of the logistics. Pain points & opportunity areas could be mapped with their insights.

04 Interviews with internal
stakeholders

It's important to manage both the business goals and the user goals. For the business goals, we wanted to show the client the type of value they expect from the product and advocate for the user to create the best user experience possible.

02 Stakeholder workshops

A list of blogs about auctioned cars, logistics could help us understand how the industry worked. A couple of initial research articles shared by the client were referred to understand the flows.

05 Mapping user goals and Persona mapping

All the User research inputs and insights were mapped to an Experience map based on the personas identified.This helped map all possible task flows and iterate better.

03 Identifying Business Goals

A Competitive Analysis report was created taking into consideration the competitors in the marketplace who were in the similar domain.An ideal USP was mapped out which later was integrated in design.

06 Wireframing

All the task flows analyzed helped us create an information architecture to connect the dots and look at the whole picture. Any new features identified were added to this flow to make it smoother.

Project composition

Squads/ Pods

The project was broken down into 6 different pods/squads who worked on various screens for Indexing, recording and approval

phases.

Stakeholder team

All the one to interactions, research and workshops were conducted with the stakeholders. There were regular demos with the team to present the designs,