WEB APPLICATION
Compliance management platform
B2B • Platform MVP Launch • User Research • User Experience Design • Interface Design
Results
Took a 10-page pitch deck and delivered UXD for MVP launch to serve internal compliance teams and two additional MVP global financial services clients. Delivering supported the securing of further investment, for the initial bootstrapping founders.
Challenge
Aerotruth's goal was to transform the onboarding and managing partner relationships for financial institutions. Expediting document exchange, enabling faster due diligence. I transformed a 12-page pitch deck concept into a user-friendly MVP for their first international client, ensuring a smooth experience across departments through usability testing and design iteration.
Scope
UX Strategy
User Research
Usability Testing
Stakeholder Management
Information Architecture
Data Visualisation
Design System
Challenge: Pitch deck concept
These two founders had a fantastic grasp of the MVP they wanted to build, so good that they had secured two major clients as part of an MVP build and rollout phase. The challenge was that although the concept was visually clear, there was still some way to take the 12-page pitch deck from the visual concept and create an intuitive, buildable and easy-to-use customer experience & interface design.
User flows
Initially it was important to try and understand how the different pages across the pitch deck would fit together if mapped out as a user journey.
Once we had some idea of the overall process I started to think how might this look for a potential prospect and how might these individual journey different dependant on the specific user requirements
Feature prioritisation
When reviewing the pitch deck I wanted to understand if the prepositioned feature elements across each page were correctly ordered for those likely to review the pages. The founder and I accessed each page individually to try and answer this question
Wireframing
As the understanding of the requirement grew, I had better sight of the different user groups, their needs and the specific journeys required for each I was able to start wireframing out specific flows for the product
Document statuses
In order for the user experience to communicate clearly we needed to develop a process of document statuses. This would visually and typographically communicate throughout the platform the status of any particular document and its current requirement for each of the platforms users
End-to-end process flow
To deliver confidence with the build we tested the experience with a number of MVP clients, which provided clarity on how to iterate the experience before the build
Usability testing
To deliver confidence with the build we tested the experience with a number of MVP clients, which provided clarity on how to iterate the experience before the build
Discoveries
To deliver confidence with the build we tested the experience with a number of MVP clients, which provided clarity on how to iterate the experience before the build
Onboarding tools
In support of new users to the platform we simplified initial journeys for a focused user experience and made use of simple tool tips to help users find their next actions
New request setup
The key advantage of this platform was the focused management of multiple documents required for partner compliance. This screen provided an overview of all documents for one specific client, it also demonstrated the current statuses for each of the required documentation
Invite email
In order for a partner to be able to submit documentation they were required to create an account which allowed them access and sight of what is required from them and any communication that takes place regarding each document submission
Management dashboard
Both compliance and business development teams each had their own unique requirements for managing their onboarding of new partners. This management dashboard enabled the experience to serve each of them
Account holder email updates
We created email updates to share sight, via email of the current status of their document request. Here users could see if any actions were required from them without having to needless login to the platform
Document submission review
Often compliance would have questions or queries regarding submitted documentation. Here we provided an opportunity for internal and external communication on specific documentation via in-platform messaging
Existing partner dashboard management
As well as supporting the onboarding of new partners, existing partners would be required on a 2-3 yearly basis to provide updated or new documentation for compliance purposes. This dashboard provides sight of upcoming requirements and current open statuses, allowing internal teams to stay up to date with all the businesses' compliance requirements via one easy-to-use platform