Finance Management System Redesign

Control panel to automate financial processes for B2B2C companies

Omni PIX Conceptual UI

Objective

Transform the control panel navigation experience to solve jobs for larger customers from other segments without giving upon the customers acquired before this change.

Research

With the market research finished, we needed, among other things, to understand the needs of the new target audience. From this moment on we have carried out second research, which involved a series of user interviews, the creation of new proto-personas to get a better perception of the objectives, concerns, and goals of the new users which would come with the addition of the fresh segment. From there on we felt like there was a need to identify, validate pain points and tabulate jobs identified in the process. The more we knew about the problems that people in this new market had, the clearer it was the path to deliver a way to make these jobs easier.

Some of the Triple Track Agile methodology used in the project

The Process

After this more robust discovery process, it was clear that to better serve users, the panel should be restructured to accommodate more complete navigation, new features, and to serve these new customers, it would also be necessary to change the market perception of the product through rebranding in order to reach new audiences.

The base structure should have primary and secondary menus to facilitate access to different parts of the same category, adjust early versions of features to accommodate multiple layers of complexity, and change the approach when it comes to branding elements which should differ from the previous one, without taking the clients who have already used the control panel to a completely new experience.

Comparison between new and old pages

In other words, the remodeling of the control panel would take place at the base level, and do all this in a structured and organized way, nothing better than a style guide of essential elements and components. With this, we would be ready to move faster at the development stage.

Omni PIX's style guide

The hypotheses established for the solution space were validated during usability tests, which were carried out at different times for different features and flows. The entire process followed the Agile methodology and it was initially planned and monitored to define and track objectives and their results through the Agile development methodology.

Final considerations

The navigation was completely updated, as well as the login experience, welcome screen, dashboard, charges, receipts, returns, extract, profile, permissions, user logs, notifications, and settings. A new style guide and component library of the redesign was created with the assistance of the storyBook tool, which helped with maintenance, test, and documentation steps for managing a style guide.

You can check out a bit of the new experience with the following video preview ;)

Preview of features such as navigation bar, profile, filter elements, and more

The work of a Product Designer doesn't end after validations and deliveries. It's also necessary to include events for monitoring and determining success metrics for features and interactions on the platform, as well as track usage, analyze behavioral patterns, determine new hypotheses, research them, ideate and materialize new solutions, and so on and so forth.

Much has already been done, which has resulted in positive feedback from customers, significant improvements in conversion metrics, and a reduction of dozens of requests for help in the support area.