Payments Platform
TRANSACTIONS & DISBURSEMENTS

the PROBLEM
DEFINED
As a net new payments solution, a core feature of this product will include intuitive and simple display of transactions and disbursements made by clients.
the GOAL
DEFINED
Provide a solution that offers intuitive layouts of key financial data and necessary summaries at a glance. Offer a solution that enhances experiences and provides robust functionality.
the DESIGN PROCESS
SUMMARIZED
Conducting competitor research, internal interviews, leveraging AI tools in producing high-fidelity mockups with foundational code deliverables, accounting for accessibility, iterating on designs and validation.


RESEARCH SUMMARY
I conducted interviews and competitor analysis, which I then turned into empathy maps to better understand the target user and their needs. I discovered that many target users desire the ability to maintain visibility of key data points and view core summaries at a glance. However, current processes can be limited and prevent the user from quickly and efficiently monitor and track transactions and disbursements.
the FULL DESIGN
Figma & PDF Versions
Below you can view the full design via Figma Link or PDF.
