The bank asked for recommendations to simplify and standardize how it tracks and processes corporate loans. I designed a responsive experience for both its clients and its employees.
My role
UI Designer, working with a UX designer and a creative director
Agency
Deloitte Digital
What I designed
A client dashboard for invoice submission and an internal dashboard for client insights
Two dashboards, two audiences
For clients, the dashboard is the starting point for submitting invoices. Modules call out balances, payments due and available credit, a personalized header shows the status of current transactions, and three tabs separate information from actions.
For bank employees, the internal dashboard surfaces DSO and utilization data across clients, sorted by industry and country, so they can spot growth opportunities and inspect individual accounts.
The client dashboard prototype: balances, payments due and invoices ready to submit.The internal dashboard prototype: DSO and utilization across clients.
The client flow: log-in, dashboard and invoice submission.
The internal flow: log-in, dashboard and client inspection.
