SITUATION: FIS legacy collateralized loan apps were first in class & globally used, but lacked usability, consistency, branding, and relied greatly on the help desk.
TASK & MY ROLE: As principal UX UI designer on a team of 10 with PM, developers & engineers, my immediate focus was enhanced usability, consistency and branding of three SaaS financial enterprise applications with a huge global user base. I created branding and remodeled the key applications with progressive revision steps, demonstrating and explaining the benefits of the modifications. By working iteratively with the product manager, using low and high fidelity mock-ups, we arrived at viable visual coherence for implementation in stages.
ACTION: Working closely with management, the CD, and developers, I created a strategic plan prioritizing high-impact, low user disruption design enhancements first. Following a UX best practices design process, I designed and iterated a lot of prototypes. As the UI was built, I oversaw QA results, for additional changes required to achieve consistency in UI components. New features were being constantly added, and necessitated continued updates. After extensive research on financial mobile applications, I found that there was no comparable mobile application. Thus, I also became an advocate for and started designing a mobile version of the key application. Working closely with the product manager, I provided working prototypes of the mobile application with limited content, using jQuery to prototype for iOS and Android.
RESULTS: FIS SyndTrak became the most acclaimed, globally used and most feature-rich collateralized SaaS loan application of its' kind. New features and usability provided a large part of the success.
