Engagement App

Application for bank employees

About the product

The application was created for sales managers of banking products. In it, the user can see his goals, sales volumes and many other indicators for effective planning of his work. Available analytics for past periods, a transparent process of bonus formation and other useful features in a simple and convenient interface.

UX GOALS

  • Researching Potential Users
  • Identification of user pain points and problems
  • Building interaction with the product
  • Creating and testing hypotheses
  • Designing a convenient user interface

Responsibilities

  • Conducting interviews
  • Making user journey map
  • Creating wireframes
  • Conducting usability studies
  • Creating design system
  • Accessibility tests
  • Creating high-fidelity prototype and final UI

User experience research

I researched the workflow of future users and analyzed what pain points an employee might experience.
How can I help him become more efficient.

User Interviews

I interviewed bank representatives who will be using the app in the future. I have identified the main pain points that bother users and cause inconvenience or suffering.

  • I want to be clear about the goals.
  • How does my performance affect my salary?
  • How can I build sales to earn more?
  • I would like to see statistics on my performance.
  • User Journey Map

    After identifying user needs, I prepared User Journey Map. This allows us to understand what steps the user will go through in our product. The map will help to understand the principle of user interaction with the product.

    Design process

    The design process consists of information architecture, wireframes, low-fidelity prototype,
    usability study, design system, high-fidelity layouts and prototypes.

    Information architecture

    Digital wireframing

    Low-fidelity prototype

    I created clickable prototypes to test with real users.

    Usability study

    We conducted 2 rounds of prototype testing on users and during this time we monitored their actions and took important notes. So we were able to trace the interaction of the user with the product and draw some conclusions.

    Design system

    Final UI mockups

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