Trade Management

User research/ Interface Design


The details of this projects are intentionally not discussed as this project is covered by non-disclosure agreement.

Overview

Trade Management(TM) is an enterprise application which supports international import export trade by managing legal documents, transactions, and payments. The application is designed to provide a seamless experience to the importer, exporter, and banking institution taking part in the trade process. This application is also made available to the major banks under private label due to its superior user experience.



Role

User Research
Interface Design

Info

BNY Mellon
Enterprise Application

Team

UX Designer
UX Team
Project Lead

Duration

5 Months
Mar'16 - Jul'16

Problem Statement

To redesign a legacy global trade application in order to provide unified and seamless experience to the importers, exporters, and banking institutions

Design Process

Table Reservation

Challenges

TM was an old application and had continuously gone under changes since then. As a part of design strategy, TM was planned to redesigned ground up not just with frontend but along with underlying technology with a focus on user-centered design process.



Application Silos

There were multiple applications managing various stages of a trade process, each with overlapping features, interface, login credentials, user profiles and dedicated operations team.

UX and Agile Development

The development team and business were fairly new to UX and Agile development process. The part of the job was to sell and educate stakeholder and technology team about the user center design process.

Time Constraint

The project was time bound as the existing technology platform was set to retire in five months and these applications were the last one to decommission.

Opportunities

While the task of designing age old complex trading platform was daunting, it offered a lot of opportunities to enhance current user experience.



Unified Experience

To bring all touchpoints and functionalities of trade process at one place, with single sign on and consistent user interface. No more hopping between the applications.

Efficiency

To save user's time and organization's technology effort by eliminating redundant overlapping features and third party dependency across the applications.

Operational Cost

To reduce application support tickets by enabling transparency and providing instant feedback to clients through the rich user interface.

Adding Value

To offer features needed to perform daily operations with responsive and scalable user-centered design solution.

User Stories and Agile Sprints Planning

Once we had enough understanding domain, users, and underlying applications, we started drafting user stories. At this time we had completed a number of interviews with users, product managers, operations, business. We also did competitive analysis to benchmark product features and experience


A typical user story format..

As a [user/persona], I would like to ..... [basic user goal], So that.... [expected outcome]


  • Each user story was validated and prioritized with the business product manager.
  • Based on the priority and importance the design sprints were planned.
  • We maintained design sprint ahead of development sprint to allow sufficient time for UX-related activities and resolve any conflicts with development team well ahead of time.
  • At the end of each sprint, the application was validated with business product manager and test users for immediate feedback

Information Architecture

The basic information architecture of TM in digital ecosystem was defined as below. The taxonomy and application structure was designed to support and scale into the existing information architecture.



Table Reservation

Interaction Design

The interactions and page layouts were designed with consistency, simplicity, scalability and responsive behavior underlying components and elements in consideration.



Overview

The entire application utilizes either of these five basic layouts. Each layout is designed to serve the specific purpose. All screens are built are around these frames.

Table Reservation


Landing Page

The landing page contains interactive grid listing all transactions, payments, and legal documents in the individual tab.

The grid allow users to scan, analyze, compare, filter, sort, and manipulate information to derive insights and commit actions.

Table Reservation


Detail Page

The detail pages show the individual transaction details. The various stage of trade process and related details are separated by tabs.

Each tab is divided into summary and detail sections. Top right corner has action button based on the context

Table Reservation


Form Wizard

The form wizard can be invoked from the any of the landing and utility pages for the complex form which needs step by step breakdown.

The side-bar in wizard indicates the step at which user is during the set-up process

Table Reservation


Dashboard

The dashboard page provides access to key information of services and application through widgets. These widgets can be scaled, arranged, added or removed as needed.

Table Reservation


Reports

The report page holds reports of all application and service for which user have access.

Reports can be accessed using search, pre-built categories, and custom bookmarks.

Each report can be generated based on the additional report building criteria.

Table Reservation


Navigation

The application uses mega menu approach to accommodate the complex and large number of service and application taxonomy.

The breadcrumb and global search on each page provide the additional navigation aid for the user.

Table Reservation

Achievements and Lessons learned

At the end of five months, the project was in the stable stage and ready to push MVP (Minimum Viable Product). The development and business team realized the value of user center design process and was pushing hard towards the common goal


Highlights

  • Received WOW awards from Business and Technology
  • Gathered business from other Line of Business
  • Lead the application demos to the clients
  • Managed offshore development team
  • Evangelized UX within organization
  • Built around 100 plus screens using AXURE

Key Takeaways

  • You are not the user
  • Designing is not individual task it’s a team effort.
  • Simplicity and Consistency make design intuitive.
  • Vision and design strategy are very important.
  • No matter how hopeless situation is, there is always a way forward.

I'm currently looking for an internship in a design-driven firm.

If you have a project which requires design expertise or just want to talk about design in general, then get in touch.