The client is a global digital transformation solutions provider operating in more than 20 countries. They provide FinTech, RegTech, and CleanTech solutions to global banking and financial markets.
How might we reduce non-compliances digitally which is currently a tedious and time-consuming task for business users
Reduced cognitive load, personalized content and interactive dashboards for faster decision making on compliances and reporting
Through heuristics evaluations and mapping, we were able to identify the key issues with the portal:
The present platform lacks intuitiveness in terms of navigation, user-flow, familiarity and the user specific dashboard.
The present platform lacks personalization in terms of navigation, user-flow, filters and the user specific dashboard.
The present platform lacks a holistic view. There is a
need for an overall dashboard for showcasing a comprehensive and holistic view of the organization’s compliance status.
The user-flow and navigation of the present platform resonates with the real world but it creates repetition by adding the same data in numerous text fields multiple times, leading to excessive cognitive load.
The present platform lacks interactiveness and aesthetics in terms of navigation, grids, dashboards
Reduced the no. of steps by 66.7% (from 3 steps to 1 to record an incident), making the portal highly intuitive.
New interface reduced the 2/3rd time to take action on incidents, i.e., from 15 mins to 5 mins.
Users are presented with customized dashboards tailored to their roles and specific needs enabling faster decision-making.