Banking Compliance Tracker
Helping a financial service company provide even more insight to their customers by re-imagining how data is visualized
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My role
I led design through the sprint, owning the user story map, UI flow outline, and the dashboard and prototype work in Adobe XD.
Services
The problem
Mitratech's RegTech platform automates risk, compliance, vendor, and performance management for the financial industry, but executives struggled to read across that data. Key performance indicators, projects, and timelines lived in separate views, so the strategic picture stayed buried.
Solution
User Story Map
We started the design sprint by using a user story map to discover key content areas. This method also helps us to prioritize critical activities in the user group's workflow.
UI Flow Outline
By taking the activities outlined in the user story map, we can use a UI flow outline to group actions into pages with which the user will interact. This exercise helps us understand how the UI will be stitched together. These lists can also act as a checklist as we begin to draw out the screens. This ensured that users have access to critical features in the early stages of the design.
Strategic Dashboard
This high-level dashboard outlines all of the key performance indicators for the organization. Executives can quickly see progress in critical areas and if anything needs special attention. It also provides a look into ongoing projects so that users can drill down into lower levels of information.
KPI Category Overview
Each KPI category can have several projects all going on simultaneously. This overview page shows executives how their projects fit together on a timeline. This allows for strategic insights that otherwise would never be possible.
Project Details Page
The project detail page is the central hub of activity. Here we capture the workflow for the project and give managers an excellent view of current progress and recommendations for how to respond if issues pop up.
Project Calendar View
Give managers a view of what tasks must be done in the next few weeks.
Project Gantt View
The Gantt view visualizes how tasks across projects are related to one another. This help to improve collaboration between departments and provide valuable foresight.
Project List View
The list view is data-rich, giving managers a complete list of all tasks that must be completed during a given project. No more paper checklists; this list is all managers need to stay on track and stay up to date in real time.
Outcome
The new dashboards put KPIs, project timelines, and Gantt and list views in one place, so executives could read progress across projects and spot what needed attention at a glance.
About the client
A RegTech solution that automates risk, compliance, vendor and performance management for the financial industry
