Redesign of a system for bank employees

Introduction:

This UX case study outlines the process of redesigning a system used by bank employees to improve their daily workflows, enhance productivity, and provide a more user-friendly experience. The objective was to create an intuitive and efficient system that empowers bank employees to better serve their customers, streamline processes, and quick access to necessary information.

1. Research phase:

Understanding user needs: Conducted interviews and workshops with bank employees from various departments. Gathered insights into their pain points, challenges, and specific tasks they perform using the existing system.

2. Ideation phase:

2.1. Information architecture: Designed a new information architecture that arranges system features in a logical and user-friendly manner. Simplified navigation and grouped related functionalities to reduce cognitive load.

2.2. Feature prioritization: Collaborated with product owners and bank employees to prioritize features based on their impact on productivity, ease of implementation, and alignment with business goals.

3. Design phase:

3.1. Wireframing and prototyping: Created wireframes to visualize the new system's layout and interactions. Conducted iterative reviews with stakeholders and end-users to refine the design. Developed interactive prototypes to validate the user flow and gather feedback.

3.2. UI design: Implemented a clean and consistent user interface that reflects the bank's style guide while ensuring a professional and trustworthy look. Focused on readability, relevant data presentation, visual hierarchy, and clear call-to-action elements.

4. Development phase:

Collaboration with development team: Worked closely with the development team to ensure the design is technically feasible and that the implementation aligns with the intended user experience.

Conclusion:

The redesign of the system for bank employees resulted in a user-friendly and efficient platform that catered to the specific needs of different roles within the bank. By conducting thorough research, involving bank employees in the design process, the new system empowered bank employees to provide better service to customers, streamline their workflows, and make data-driven decisions. The successful launch and continuous improvement efforts led to increased employee satisfaction and productivity, contributing to the overall success of the bank.