Visual Design
Fintech Enterprise SaaS
Company: FloQast
Crafting a new UX to a legacy enterprise platform
Problem
The legacy UI and UX of the application was in need of some major improvements.
Solution
A new visual design and architecture for the main experiences.
Result
My work set the foundation for the design system.
Context
When I joined, the UI and UX of the application was in need of some major improvements.
The application lacked a design system and had numerous inconsistencies. Additionally, the user experience needed significant improvements.
Challenge
My challenge was to explore and develop concepts for the application, including new flows, layouts, and designs.
Solution
I investigated how various patterns and components could be applied to different use cases and contexts. This effort proved highly valuable, laying the foundation for the product's new design system and enhanced user experience.
The Designs
Tables
Tables are the heart of the application, and having tables that are easy to ingest and interact with was key. Many micro-interactions were incorporated. The tables were designed system-wide, and not on their own, as they have to work as an entire system.
Calendar
The calendar is a single place to see all upcoming tasks, broken down by different groupings, such as by Workflow and Entity.
Dashboard
The Dashboard serves as the central place to get a story of the status of the team's progress for the Close.
Navigation
The navigation was a real challenge, as it was not a typical and simple navigation. Addressing the information architecture of the different sections and pages, I created a new app-wide navigation.
Individual item
The application lacked a unified item view where all information related to a single item could be displayed and interacted with in one place. Well-designed modals enable users to concentrate on the task at hand in a straightforward and focused manner.
