Fred_dashboard

The Backbone of Success

UXUI Design  |  Enterprise UXUI

 

I led the end to end design project of Fred, a SaaS platform that powers the onboarding and transaction management for Nemo’s mobile investing app. I worked closely with the product team to define requirements and architected workflows from low to high-fidelity prototyping and iterate the designs with users for improvements.

 

Fred not only enabled Nemo to securely scale onboarding and payment operations which onboared 10,000 active clients, but it also serves as the operational anchor supporting Nemo’s business goals.

 

  • Client: Nemo, Exinity

  • Scope: Information architecture, user interface design, workflow design, user research and usability testing

  • Constraints: Limited dev resources, tight deadlines, multi-system integration

  • Tools & Methods: Stakeholder interviews, user research, wireframing (low-fi) and rapid prototype usability testing

The Challenge


To support Nemo’s growth, the platform has to balance usability and business requirements inside an evolving ecosystem, ensuring every workflow was seamless for internal teams.

 

For Nemo to reach 10,000 active clients in the first quarter after first release, the platform needed a robust yet intuitive backend platform that could:

  1. Securely manage sensitive client data

  2. Streamline client registration and payment flows

  3. Provide real-time market data

  4. Proactively flag clients in need of assistance

Design Process


Strategic Discovery & Requirements

I partnered with product management and business analysts to capture multi-provider workflows from verification (KYC) to payments and live market data integration. Early mapping of stakeholder needs created alignment between business goals, compliance, and user expectations.

Fred multi-provider workflows

Empathise with users
To gain insights for building Fred from scratch, I spoke to colleagues experienced in using existing client management platforms. Analysed strengths, limitations, and potential areas for improvement. Key observations and design considerations included:

  1. Using flat hierarchy as the basis of creating a transparent navigation structure
  2. Removing unnecessary fields to allow users to focus on core information
  3. Minimising scrolling and clicks through unnecessary fields
  4. Addressing the need for constant system checks for new tasks

 

Information Architecture
Using gathered insights, I developed an initial IA structure focusing on flat hierarchy and easy navigation.

Fred IA

Ideation and Prototyping
I created three design options emphasising different data presentations and task prioritisations. After gathering feedback, I refined the design to:

  1. Focus on client onboarding and transaction tasks
  2. Prioritise functionality over data visualisation
  3. Improve table readability and implement search functionality
  4. Enable search functionality for quick access to information 
Fred dashboard mockup (1)

Usability Testing
High-fidelity prototype testing revealed areas for improvement:

  1. Adding descriptive labels to the navigation bar
  2. Implementing a comment feature for case progression tracking
  3. Increasing the number of visible rows per screen
Fred improvements2

Quality Assurance and Implementation

I conducted rigorous QA to ensure accurate communication of design requirements to developers, leading to precise implementation.

Continuous Improvements


To keep Fred aligned with Nemo’s evolving needs:

  1. I regularly engage with users to understand their experiences
  2. I continuously work with product team to integrate new functionalities aligned with Nemo app updates and enhance internal team productivity.

    • A significant design focus was on developing roles and permissions to regulate and secure access to client data effectively.
    • Introduced proactive notifications to inform users of incoming tasks in real time, reducing delays and improving workflow efficiency.

Impact


Fred successfully enabled backend management support for Nemo, contributing significantly to the goal of achieving 10,000 active clients. By streamlining client onboarding and transaction processes, Fred has become an integral part of Nemo’s growth strategy.