Role
UX/UI Designer
Team
1 Front-end dev & me
Timeline
2 weeks
Redesign the outdated dashboard by introducing new features that accelerate workflows for paying bills, managing accounts, and tracking personal credit card.
Ineffective Charts
Metrics like monthly spend and payables are often not crucial, as users likely already access this information through their accounting software.
Low-representative data of monthly spend and payables
Bill Management
With the introduction of multi-bill payment functionality, focusing on single-bill payments no longer provides a clear picture of the total payment amount for a specific beneficiary.
User able to pay only one bill
Credit Cards
We launched credit cards, a valuable new feature that deserves its own block on the dashboard.
Full view of outdated dashboard
Key Enhancements
Accounts Overview
Removed the unnecessary chart and moved the account section to the top of the page to provide a clearer overview of all available account balances.
Opened accounts with current balances
Bills & Payments
Users are able to go directly to bill payment from the dashboard, rather than from opening the pay bill page and filtering bills as before, which has sped up the process of paying multi-bills that has closest due date.
Overview of unpaid bills, grouped by beneficiary
Credit Cards
New product feature – credit cards. Showed comprehensive personal card information including balances and limits.
Added new component on the dashboard
Metrics
The adoption rate for an updated dashboard in the redesign was 60% within the first month, meaning that 60% of active users tried to start their workflow from there.
Time on paying bill with all closest due dates decreased by 30%, indicating a more intuitive dashboard structure.
Thoughts
Redesigning isn’t just about aesthetics; it’s about ensuring users can easily access and engage with important features. If valuable tools are buried behind repetitive clicks, users may overlook them, reducing the dashboard’s effectiveness.
