My work at Fintellix solutions

2+ years of work in the banking software space

Client: Fintellix solutions

Over 2 years, i worked on multiple projects in the back-end banking domain. These tools were primarily to facilitate data warehousing, data manipulation and reporting.

The most significant projects during my time there were:

  • Universal style guide
  • UX and UI of the in house ETL tool
  • User task dashboard for our customers
  • Status dashboard for our insurance customers
  • Ad-Hoc reporting tool

 

While primarily a UX designer, since i was for most part the only designer in Fintellix, i spent that time strengthening my UI skills , which should be reflected as you go down this list of projects. Improving my UI skills is a large part of my learnings as a designer

 

All of the following projects ,  were made using the standard design flow , the only aberrations were caused by Banking regulations that limited user research and feedback, but project managers and dog fooding of products was used to overcome this limtiation

Universal style guide

Created an Universal style guide for our tools, that can be used to create consistent patterns for both UI and UX across all the company tools, to make them easier to use.

Followed the atomic design paradigm, first a design audit was made then atoms that would form the base of the style guide were built and then the more complex molecules were developed.

Competitor research helped bench mark the proposed guide with relevant competitors.

The competitors the system was bench marked against were

  • Google material guidelines
  • Bootstrap
  • Salesforce design language
  • Firefox design guidelines

ETL (Extract-transfer-load) tool

When our company decided to develop our own ETL tool. Singularly designed the entire UI and UX for the tool. Everything from the summary dashboard to individual functions was designed. Research included competitive research with other tools like Alteryx, Informatica,Clover ETL and Talend. Customised every aspect with user research for the banking context, ensuring our clients had a tool tailored to their needs instead of an general purpose ETL that they had to spend extra time customizing for their needs

User task management dashboard

Created a filterable dashboard that showed each user what task were associated with him/her, and what the status of each were. Gave users the ability to create their own personal tasks.
This ensured our users knew what they had to do and when they had to do it , the minute they logged into our system. Thereby saving multiple tool/page visits for our users and ensuring less missed opportunities/deadlines for our clients

Status dashboards for Lloyds

A one stop reconfigurable dashboard for our LLoyds users. That was built to be extendable with widgets.

Ad-Hoc reporting tools

A data manipulation tool for Ad-Hoc analytics and reporting.  The design also highlights the newer design system i worked on which was loosely based on IBM’s Carbon design system.