As the lead designer for BLX, I prioritized alignment with the Dev team. My goal was to establish the team as a design- and agile-driven squad, with the user experience at the core.
I created a more cohesive team through:
Team:
Product Designer
Product Owner and Product Manager
Scrum Master
Business Analyst
Developers
UX Writer
Tools:
Figma, Miro, UserZoom, Jira
This product addresses a unique user, in this case, the banker. Within BLX, I primarily focused on the New Application (for new loans and lines of credit,) Modifications (or increase requests to existing applications,) and the integration of a new deposits platform.
Focusing on:
Feature mockups for In-Person Signing.
Optimized application processes by consolidating steps to reduce the number of "clicks" and screens to complete the desired action.
Enhanced the user experience through research-driven design, anticipating
Features include:
Get BLX newly hired bankers equipped to succeed and navigate tool with ease, with end goal of increasing adoption rate over legacy product.
Create a faster application process, reducing the time it takes to get clients from point A to point B.
I implemented consistent user research, deepening the understanding of our users and identifying key areas of improvement for the product.
I established research practices through:
"You're taking away as many clicks for us as possible, and I can definitely see that."
-- Josh W., Branch Manager
"It's so much nicer not to have a full application for an increase ... it's going to save a lot more time."
-- Fran A., Branch Manager
"I like that once (the banker) got to this point they can easily go back and change it ... it's not this whole process."
-- Nina M., Branch Manager
on Selecting an Authorized Officer page.
"I really like that ... I think it's really clear. The (legacy product) doesn't have this."
-- Marly B., Branch Manager
on Selecting an Authorized Officer page.