Creating an engaging user experience requires more than just good looks.

Success

Story…

User experience design (UXD) is the process of understanding people and business needs through research, facilitation and

design philosophy. By understanding people's motivation and behaviour our designers use technology to augment user

experiences and journeys that make your audiences’ gain better readability, clarity and helps achieve business vision.

User Experience service can help you deliver intuitive digital experiences to your customers. Our experts evaluate, analyse, and

improvise to deliver ease of access, visual design aesthetics along with captivating user interface. We provide actionable insights

and suggest quality achievement path to addressed specific needs.

From concept to completion, our immersive collaborative process is rigorous in gaining insight and understanding the context

of your business, users and technological opportunities.

Customer to gets 360-degree view

Of their business…

Customer Overview [Company Name Hidden] Software Solutions is a global financial software organization specializing in payment and

sanction compliance products for various financial institutions. Delivering suite of products and services that leverage

the most intelligent payments platform available to banks & other financial giants.

Challenges The Objective of this project, was to revamp the current Product suite to satisfy the increasing business requirement.

CFOs (Global and region/country level) and finance team use Pelican Product Suite to track revenue, monitor support

and track customer activity.

Augmentation Activity Includes:

1. Dashboard view with global, region and country level, from Subsidiary/Institutions to Business Lines/

Departments, Cash: Inflows, Outflows, Balances, Transactions (lowest level) - Pending transactions for

various accounts should be displayed along with transaction details such as date, description, amount,

beneficiary name etc. this including Trend analysis.

2. Ability to slice and dice data using time series across days, weeks, months, quarters, years and provide

forecast for next 3 years which also includes forecasting Trend Analysis

3. Aggregation and Grouping Dimensions for Account Groups by using following parameter : By Banks,

Channels, Institutions, Currencies, Geography – Region/Country/ State, Applications and Business

Units/Departments/locations

Need of the hour of [Company Name Hidden] Customer In order to focus organization towards the foreseen growth part, CFO’s are required to plow through financial data

for hours, despite been pressed on time. As part of product redesign, [Company Name Hidden] shared their vision of

creating an executive dashboard that provides a concise, accurate view of business performance so the CFO’s or other

executives can fetch the right information “at a glance” that will empower them to drive the business forward.

Dashboards were required to be customized for each organization or department taking into account their data

sources, business metrics, finance KPI’s and goals of the organizations.

Target Audience Global/ Region/ Country level CFOs, Treasury Manager, Finance Team, Department Heads to see the financial details

of their department / division and anyone who need to take informed financial decision.

Approach and Solution

We Start with Research; the right question is half the answer

We started with client interviews and research, wherein we conducted in-house interviews to get a sense of user

experience and expectation in terms of dashboard usage. We also researched other online related dashboard as well

as data visualization sites. This exercise gave us a surprising amount of valuable input in just few days.

USER PERSONA

To have a better understanding and insight into the nature of the target group,

we created personas, customer archetypes that proved to be of great value while

developing customer centered design and branding.

User Research Personas Scenarios User Journeys

SIMPLIFIED USER JOURNEY MAP

In order to take a sweeping, holistic approach to the design of the Dashboard interface, we first understood the user’s

journey; we documented this research as a “Journey Map.” This highlighted the gaps in the journey and discrepancies

between the first-generation product and the new envisioned approach.

Getting to know the Dashboard Market We started with a few workshops, with subject matter experts, to get to know their vision for the Dashboard, the

associated data and general business goals. After plenty of brainstorming and whiteboards full of sketches and notes,

sketches were eventually turned into low-fidelity wireframes, which helped to define the underlying functionality and

various use-cases of the application.

Wireframe Usablity Testing Iterative Cycle Visual Design

Low fidelity wireframe (Paper prototype)

By quickly testing the low-fidelity wireframes and concept with in-house and with real users, we got valuable feedback

from potential users of the product. Over the initial design period, our iterations served through various

configurations, they also helped envision new ways to coagulate the data and content together.

Design & Development Making charts beautiful, fun and easy to understand

Next step was to design and code based on the approved wireframes. The pace that was demanded by the tight

timeframe kept everything feeling electric, and as the designs and code began to take shape, we could see a joint

vision come to life.

Digital dashboards provide management team with a detailed overview of company performance, allowing them to

initiate decisions swiftly. We developed these dashboards which have the capacity to:

- Drill down results from summary to segments, or even to single data points for easy alignment

- Filter results across disparate data sources for comprehensive analysis

- Highlight results across different views to find relationships in your data

- Show visual and numerical information simultaneously for pattern identification and detailed reading

- Strip down tasks to make them as user-centric as possible, so users can really focus on the business issues

and allow the software to get out of the way

- Dashboard which is really the ease of creating new visualizations. The fact that you spend most of the time

not on the data itself, but, rather, on what is the data telling you about the business problem.

- Easy-to-use, accessible and readily integrated with existing systems.

Benefits - Converts complex, detailed data into manageable and easily consumable information, in a user -friendly

format.

- Allows for multiple levels of reporting, including executive-level dashboard views and standard reports with

drill-down capabilities and heat-map functionalities.

- Reduces the time and effort associated with ongoing report production while accelerating delivery

timelines.

- Creates measurable performance improvements through proactive management of both positive and

negative trends and events.