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Dataset UI App

The main challenge for this project was the massive scope was meant to address, first will use the users spending habits database to match with the promotions available for all the different types of credit cards and users, thus providing the final user an automated way to deliver such promotions to its emails and all forms of communication channels available for the company.

One of the task was to create a reporting dashboard, that helps the marketing team and the business teams quickly and easy review all the data available from the credit card users related to promotions, spending, locations and profile, and match such users with the most relevant promotions based on their spending habits and inline with the company goals, thus helping the company to react faster to the market changes, more efficient and faster.

In this context, the business team need to have a clear picture on all processes, and be able to understand such processes quickly, be able to create batch jobs that match the users with the promotions and be able to supervise that such processes actually take place.

Also, the interface need to be simple but full featured so all the options were easy to reach, but also provide detail on everything if the user need that too.

Client and Location

Global Finance Institution,
Phoenix, Arizona
Jun to Dec 2018

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What we did?

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— Services

Competitive analysis
Workshop facilitation
User-interface design
Wireframing
Mobile app design
Designing for Desktop
Developer collaboration

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— Deliverables

Team Wide collaborative effort
A fully-detailed journey map
Wireframes
User-interface designs
High-fidelity prototype

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— Outcomes

Working hand by hand with all parties involved we delivered a polished prototype, a detailed, full scope prototype that can be used as reference for development and leadership approval.

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