Fred_dashboard

The Backbone of Success

UXUI Design

 

Backend system usually runs quietly behind the curtain and yet it plays an important role in enabling the major functionalities of the frontend. Fred is a backend system designed to make client onboarding and transaction processes easy for Nemo, a mobile investing application. I was tasked with creating Fred from the ground up, working closely with the product team throughout the entire design process.

 

Fred enables clients onboarding and support payment transactions, it helped achieving 10,000 active clients for the business.

The Challenge


Nemo aimed to achieve 10,000 active clients, and Fred was crucial to this goal. The platform needed to: 

  1. Secure clients’ personal data
  2. Facilitate seamless client registration and smooth fund transactions
  3. Provide real-time stock market data access
  4. Flag out clients that needs further assistance

Design Process



Requirement gathering

Collaborating with product managers and analysts, we focused on integrating essential workflows from various service providers. Our primary objectives are clear, we wanted to:

  1. Empower users to manage client identity verification, deposits, and withdrawals effortlessly
  2. Ensure a positive, frictionless experience for Nemo app users

 

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. Minimising scrolling and clicks through unnecessary fields
  3. 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 Improvement


To keep Fred aligned with Nemo’s evolving needs, I:

  1. Regularly engage with users to understand their experiences
  2. Continuously integrate new functionalities to match Nemo app updates

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.