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Project Overview
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Project Overview
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Project Overview
My Role
UX & Product Designer
As a UX Designer, I collaborated closely with design team, product managers, developers, and business analysts to design a seamless workflow management and form designer module within VistraConnect. My responsibilities included user research, wireframing, prototyping, and usability testing to ensure an intuitive experience tailored to fintech associations managing complex data.e. Project Duration: March 2024 – June 2024
My Role
UX & Product Designer
As a UX Designer, I collaborated closely with design team, product managers, developers, and business analysts to design a seamless workflow management and form designer module within VistraConnect. My responsibilities included user research, wireframing, prototyping, and usability testing to ensure an intuitive experience tailored to fintech associations managing complex data.e. Project Duration: March 2024 – June 2024
My Role
UX & Product Designer
As a UX Designer, I collaborated closely with design team, product managers, developers, and business analysts to design a seamless workflow management and form designer module within VistraConnect. My responsibilities included user research, wireframing, prototyping, and usability testing to ensure an intuitive experience tailored to fintech associations managing complex data.e. Project Duration: March 2024 – June 2024
Project Duration
January 2022 – April 2022
Project Duration
January 2022 – April 2022
Project Duration
January 2022 – April 2022
Disclaimer
This product was designed as part of a professional engagement. All rights and copyrights are owned by the respective company. Some details have been modified to respect confidentiality.
Disclaimer
This product was designed as part of a professional engagement. All rights and copyrights are owned by the respective company. Some details have been modified to respect confidentiality.
Disclaimer
This product was designed as part of a professional engagement. All rights and copyrights are owned by the respective company. Some details have been modified to respect confidentiality.
The Challenge
Empowering Fintech Associations with Smarter Workflow & Data Entry
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The Challenge
Empowering Fintech Associations with Smarter Workflow & Data Entry
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The Challenge
Empowering Fintech Associations with Smarter Workflow & Data Entry
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Large fintech associations deal with massive amounts of customer and association-related data, requiring efficient workflows and dynamic form management. However, existing solutions are rigid, making it difficult to track workflows, manage approvals, and customize forms without technical expertise.
We set out to design a flexible workflow management and form designer module that seamlessly integrates with VistraConnect’s CRM, enhancing efficiency and usability.
Navigating through hundreds of records is painful. I lose my place every time I click on an entry.
Nick
Operations Manager
Navigating through hundreds of records is painful. I lose my place every time I click on an entry.
Nick
Operations Manager
Navigating through hundreds of records is painful. I lose my place every time I click on an entry.
Nick
Operations Manager
Tracking workflow approvals is confusing. I need a clear history of changes and status updates.
Anna
Compliance Officer
Tracking workflow approvals is confusing. I need a clear history of changes and status updates.
Anna
Compliance Officer
Tracking workflow approvals is confusing. I need a clear history of changes and status updates.
Anna
Compliance Officer
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Our goal
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Our goal
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Our goal
To design an intuitive workflow management and form designer module that enhances efficiency, transparency, and customization for fintech associations.
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Hill Statement
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Hill Statement
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Hill Statement
As a Back Office Operations Manager/Executive, I need a seamless way to manage workflows, track changes, and create dynamic forms so that I can efficiently process customer and association data without technical bottlenecks.
Who
Define the target users and specify who the product is designed for
Who
Define the target users and specify who the product is designed for
Who
Define the target users and specify who the product is designed for
What
Identify the core user need and translate it into actionable project goals.
What
Identify the core user need and translate it into actionable project goals.
What
Identify the core user need and translate it into actionable project goals.
Wow
Highlight what sets the solution apart and how success will be measured
Wow
Highlight what sets the solution apart and how success will be measured
Wow
Highlight what sets the solution apart and how success will be measured
Discovery
Understanding the Pain Points
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Discovery
Understanding the Pain Points
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Discovery
Understanding the Pain Points
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To deeply understand the problem, we conducted research to identify user frustrations, gaps in existing solutions, and opportunities for a more intuitive experience.
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Empathy & Research
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Empathy & Research
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Empathy & Research
User Interviews
15 back office users including compliance officers, and operations personnel.
User Interviews
15 back office users including compliance officers, and operations personnel.
User Interviews
15 back office users including compliance officers, and operations personnel.
Usability Testing
Reviewing how users navigate existing workflow and form tools.
Usability Testing
Reviewing how users navigate existing workflow and form tools.
Usability Testing
Reviewing how users navigate existing workflow and form tools.
Competitive Analysis
Evaluating Microsoft Dynamics and similar CRM-integrated workflow solutions.
Competitive Analysis
Evaluating Microsoft Dynamics and similar CRM-integrated workflow solutions.
Competitive Analysis
Evaluating Microsoft Dynamics and similar CRM-integrated workflow solutions.
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Key Findings
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Key Findings
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Key Findings
Navigation Issues: Users struggled to keep track of their place when opening records, reducing efficiency.
Navigation Issues: Users struggled to keep track of their place when opening records, reducing efficiency.
Navigation Issues: Users struggled to keep track of their place when opening records, reducing efficiency.
Workflow Tracking Challenges: A lack of clear version control and approval history caused confusion.
Workflow Tracking Challenges: A lack of clear version control and approval history caused confusion.
Workflow Tracking Challenges: A lack of clear version control and approval history caused confusion.
Rigid Form Design: Existing form management tools were too technical and lacked customization flexibility.
Rigid Form Design: Existing form management tools were too technical and lacked customization flexibility.
Rigid Form Design: Existing form management tools were too technical and lacked customization flexibility.
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Biggest Roadblock:
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Biggest Roadblock:
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Biggest Roadblock:
Users had difficulty managing workflows and forms without extensive training, leading to inefficiencies and errors.
Ideation
Crafting the Right solution addressing right problems
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Ideation
Crafting the Right solution addressing right problems
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Ideation
Crafting the Right solution addressing right problems
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Brainstorming & Collaboration
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Brainstorming & Collaboration
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Brainstorming & Collaboration
Reimagining Workflow & Form Customization for Maximum Efficiency
We ran a series of design sprints with product managers, fintech consultants, and end-users to explore and validate potential solutions.
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Top Ideas from Ideation
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Top Ideas from Ideation
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Top Ideas from Ideation
Split-View Navigation: Keeping the list view visible while viewing entry details to improve efficiency.
Split-View Navigation: Keeping the list view visible while viewing entry details to improve efficiency.
Split-View Navigation: Keeping the list view visible while viewing entry details to improve efficiency.
Sidebar Activity Log: A real-time feed showing workflow status updates and approval history.
Sidebar Activity Log: A real-time feed showing workflow status updates and approval history.
Sidebar Activity Log: A real-time feed showing workflow status updates and approval history.
Drag-and-Drop Form Builder: A visual editor for dynamic form creation without technical expertise.
Drag-and-Drop Form Builder: A visual editor for dynamic form creation without technical expertise.
Drag-and-Drop Form Builder: A visual editor for dynamic form creation without technical expertise.
Workflow Automation Rules: Custom logic to trigger actions based on data changes.
Workflow Automation Rules: Custom logic to trigger actions based on data changes.
Workflow Automation Rules: Custom logic to trigger actions based on data changes.
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Playback & Iteration
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Playback & Iteration
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Playback & Iteration
Playback & Iteration Feedback:
Navigation needed enhancements – We refined the split-view interaction to allow easy scrolling and selection.
Navigation needed enhancements – We refined the split-view interaction to allow easy scrolling and selection.
Navigation needed enhancements – We refined the split-view interaction to allow easy scrolling and selection.
Approval workflows required clarity – Added color-coded status indicators for quick recognition.
Approval workflows required clarity – Added color-coded status indicators for quick recognition.
Approval workflows required clarity – Added color-coded status indicators for quick recognition.
Form customization needed to be simpler – Improved field grouping and pre-built templates.
Form customization needed to be simpler – Improved field grouping and pre-built templates.
Form customization needed to be simpler – Improved field grouping and pre-built templates.
Solution
Bringing the Experience to Life
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Solution
Bringing the Experience to Life
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Solution
Bringing the Experience to Life
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The UX/UI Design
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The UX/UI Design
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The UX/UI Design
Split-View Navigation
Displays workflow changes, approval history, and real-time updates for transparency.
Split-View Navigation
Displays workflow changes, approval history, and real-time updates for transparency.
Split-View Navigation
Displays workflow changes, approval history, and real-time updates for transparency.
Sidebar Activity Log
Displays workflow changes, approval history, and real-time updates for transparency.
Sidebar Activity Log
Displays workflow changes, approval history, and real-time updates for transparency.
Sidebar Activity Log
Displays workflow changes, approval history, and real-time updates for transparency.
Drag-and-Drop Form Designer
Allows non-technical users to create and edit forms visually, integrating with CRM fields.
Drag-and-Drop Form Designer
Allows non-technical users to create and edit forms visually, integrating with CRM fields.
Drag-and-Drop Form Designer
Allows non-technical users to create and edit forms visually, integrating with CRM fields.
Workflow Customization
Enables users to set up approval tiers, automation triggers, and version comparisons.
Workflow Customization
Enables users to set up approval tiers, automation triggers, and version comparisons.
Workflow Customization
Enables users to set up approval tiers, automation triggers, and version comparisons.
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Testing & Refinements
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Testing & Refinements
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Testing & Refinements
After launching the prototype, we conducted usability testing with 20 fintech association managers and operations teams.
Task Completion Time Reduced: Users navigated records 40% faster with split-view navigation.
Task Completion Time Reduced: Users navigated records 40% faster with split-view navigation.
Task Completion Time Reduced: Users navigated records 40% faster with split-view navigation.
Form Customization Efficiency Improved: Users could create/edit forms in half the time compared to previous tools.
Form Customization Efficiency Improved: Users could create/edit forms in half the time compared to previous tools.
Form Customization Efficiency Improved: Users could create/edit forms in half the time compared to previous tools.
Workflow Transparency Increased: 85% of users found the activity log helpful in tracking approvals.
Workflow Transparency Increased: 85% of users found the activity log helpful in tracking approvals.
Workflow Transparency Increased: 85% of users found the activity log helpful in tracking approvals.
Impact
The Final Performance
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Impact
The Final Performance
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Impact
The Final Performance
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Impact for Users
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Impact for Users
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Impact for Users
30% increase in efficiency for workflow and form management tasks.
30% increase in efficiency for workflow and form management tasks.
30% increase in efficiency for workflow and form management tasks.
Improved adoption rate among fintech association managers due to simplified customization.
Improved adoption rate among fintech association managers due to simplified customization.
Improved adoption rate among fintech association managers due to simplified customization.
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Impact for Business
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Impact for Business
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Impact for Business
Increased user retention as teams found the system easier to use compared to competitors.
Increased user retention as teams found the system easier to use compared to competitors.
Increased user retention as teams found the system easier to use compared to competitors.
Higher data accuracy due to better workflow tracking and form design.
Higher data accuracy due to better workflow tracking and form design.
Higher data accuracy due to better workflow tracking and form design.
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Lessons Learned & Next Steps
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Lessons Learned & Next Steps
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Lessons Learned & Next Steps
Users appreciated the flexibility of the new system but requested more pre-built workflow templates
Our next step is expanding automated template offerings align with data attributes
Final Thoughts
Higher data accuracy with better efficiency
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Final Thoughts
Higher data accuracy with better efficiency
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Final Thoughts
Higher data accuracy with better efficiency
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Elevating Fintech Data Management with Seamless Workflows and Forms
By focusing on intuitive navigation, real-time tracking, and easy form customization, VistraConnect transformed how fintech associations handle workflow and data, setting a new standard for efficiency in enterprise CRM solutions.