Problem:
The existing wholesale bank Insidebusiness platform faced critical usability challenges, hindering user satisfaction and impeding the bank's ability to stay competitive in the dynamic financial sector. Outdated features and technological constraints further compounded the platform's inefficiencies, necessitating a comprehensive redesign to address these shortcomings and position the bank as a leader in financial technology.

Approach:

• Incremental Improvements: Conducted a comprehensive analysis of existing features. Prioritised improvements based on tech feasibility and user needs
• User-Centred Design: Applied user-centred design principles for seamless integration. Ensured minimal disruptions for current users during implementation.
• Future Vision and Roadmap: Developed a compelling future vision aligned with industry trends. Created a roadmap with phased implementations.

Key taks & responsibilities:

• User Research: Conducted user interviews, surveys, and usability testing. Analysed data to identify pain points and improvement opportunities.
• Prototyping: Led the rapid prototyping process. Gathered user feedback and iteratively refined designs.
• Collaboration with Tech Teams: Worked closely with technology teams to assess feasibility. Prioritised enhancements based on collaboration with developers.

Key Tasks and Responsibilities:

• Future Vision Design: Envisioned a user-centric platform and collaborated with customers, business and IT translate vision into design concepts.
• Roadmap Implementation: Prioritised feature releases based on dependencies and impact. Coordinated with development teams for timely implementation.

Native app:
In addition to incrementally improving the desktop application an initiative was also launched to do the same for the native app. Flows that benefited in the combined usage of both applications where prioritised. For example the ability to approve payments through the App that where initiated on the Insidebusiness platform where successfully integrated and improved.

Key taks & responsibilities:

• User Satisfaction: Achieved an increase in user satisfaction through incremental improvements. Maintained a user satisfaction score above industry benchmarks
• Strategic Positioning: Positioned the bank as an industry leader in financial technology. Garnered positive attention in the industry for forward-looking initiatives.
• Implementation Efficiency: Completed phased implementations according to the outlined roadmap. Minimised downtime and disruptions during the implementation process.

Conclusion:
This redesign project exemplifies a well-executed strategy, detailing tasks, responsibilities, and measurable key results that contributed to the successful redesign of the wholesale bank's insidebusiness platform with a compelling vision to work towards. We also took the opportunity to apply our successful approach to other applications such as the native app to better integrate them and optimise the user experience for our business users.