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Payments Platform

TRANSACTIONS & DISBURSEMENTS

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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.

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the FINDINGS

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.

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