Centralize Business Management, Streamline All Your Business Needs In One Platform.
Project Owner
Financial Services' Digital Factory
Research & Analytics
Overview
This is the project of designing and developing a centralized management dashboard for Financial Services' Digital Factory. This Financial Services' Digital Factory delivers multiple services to various subsidiaries, yet their internal operations were hindered by siloed content management systems for each service. The goal was to resolve this fragmentation and empower internal teams with a unified platform for streamlined operations.
Impact
Reduce SLA by up to 80% through optimized invoice collection and the elimination of redundant processes between users, clients, and developers.
Approach
Conducted discovery sessions with internal users to identify pain points and essential user flows.
Audited all standalone CMS systems used across subsidiaries to define integration points.
Designed an intuitive, role-based dashboard to cater to cross-functional teams from service, finance, and operations.
Process
User Research & Stakeholder Interviews: Gathered detailed insight from multiple teams to understand operational friction.
System Mapping: Mapped out existing service platforms and data structures to identify integration opportunities.
Wireframing & Prototyping: Created low to high-fidelity prototypes with a focus on usability and scalability.
Validation & Feedback Loops: Iterated on design based on usability testing with SQE stakeholders.
Handoff & Collaboration: Worked closely with developers to ensure seamless implementation of the new dashboard.
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