Role
UX Designer
Employer
Platform
Desktop Optimized/ Responsive Mobile
Industry
FinTech / B2B SaaS
Background
Over time, the existing dashboard became cluttered and visually inconsistent, making it difficult for merchants to complete important tasks efficiently.
Previous user feedback highlighted issues such as:
Unclear workflows
Weak information hierarchy
Confusing navigation patterns
Friction during operational tasks
Inconsistent UI behaviors
At the same time, the platform needed to evolve visually to align with updated branding and modern fintech expectations without overwhelming existing users who were already familiar with the product structure.
A major challenge was improving usability while preserving enough familiarity to minimize disruption and reduce the learning curve.
Product Goals
Simplify Vendor Workflows
Reduce friction across key operational tasks such as payouts and inventory management.
Improve Dashboard Clarity
Create stronger hierarchy and clearer navigation in data-heavy environments.
Modernize the Experience
Align the platform with updated brand guidelines and contemporary fintech patterns.
Create a Scalable Design System
Build reusable and consistent components that support future platform growth.
Research & Discovery
The discovery phase focused on understanding operational pain points and identifying opportunities to simplify the merchant experience.
Key findings included:
Users struggled with cluttered layouts and unclear navigation
Important actions lacked visual prioritization
Existing workflows contained unnecessary friction
Consistency issues reduced usability and trust
Data-heavy screens required stronger structure and scanability
To better understand user expectations, I researched:
Leading fintech dashboards
Financial product UI patterns
Data visualization systems
Operational SaaS workflows
Vendor management platforms
These insights helped shape a more modern and intuitive dashboard experience.
User Journey
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