Software Feature Design

I had the opportunity to design a multi-edit feature for a fintech B2B startup's software. The project was relatively short, but it required a lot of focus on usability and creating a user-friendly experience.

One of the main challenges was finding a way to simplify the complex software needs into an intuitive UX and UI. I'm proud to say that we were able to accomplish this and make the software more accessible to users.

As a result of the project, we were able to significantly reduce the number of clicks needed to get the job done. Even for the most voluminous tasks, users are now able to complete them in a maximum of 8 clicks, down from n*2 (where n = [1,∞]).

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My Role: Research, UX/UI Design, User Testing

Timeline: one week sprint, February 2022

Background

KOR Financial's software is designed to simplify the process of reporting to trade repositories. The software's interface is managed by an admin user, who can oversee different users across various entities and manage their permissions through the client portal. My task was to design a specific feature within the UI: the multi-editing function.

Problem The client portal was missing a crucial feature: multi-editing. This made the software difficult to use for admin users who needed to edit hundreds of roles at once. Without this feature, it would take a significant amount of time and effort to complete these edits manually. This was a major issue because user-friendly reporting is the primary value proposition of KOR Financial, and not having this feature threatened the company's ability to retain clients.

My goal was to create a user-friendly and efficient solution for the multi-edit function that would make KOR Financial's software more valuable and easier to use for their clients.