End-to-End Product Experience
End-to-End Product Experience
End-to-End Product Experience
YEAR
YEAR
2023-Present
2023-Present
2023-Present
About Finfare
Finfare Financial offers a Next Generation Business Card program that redefines the future of modern finance. We combine working capital with an enterprise-grade AI/Machine learning solutions suite, empowering businesses to grow faster. Finfare has been recognized as one of LinkedIn’s Top Startups 2024 in Los Angeles, a Great Place to Work 2024, a Top 10 Fast-Growing Fintech in the U.S., and part of AWIN’s Global Power 100.
About Finfare
Finfare Financial offers a Next Generation Business Card program that redefines the future of modern finance. We combine working capital with an enterprise-grade AI/Machine learning solutions suite, empowering businesses to grow faster. Finfare has been recognized as one of LinkedIn’s Top Startups 2024 in Los Angeles, a Great Place to Work 2024, a Top 10 Fast-Growing Fintech in the U.S., and part of AWIN’s Global Power 100.
About Finfare
Finfare Financial offers a Next Generation Business Card program that redefines the future of modern finance. We combine working capital with an enterprise-grade AI/Machine learning solutions suite, empowering businesses to grow faster. Finfare has been recognized as one of LinkedIn’s Top Startups 2024 in Los Angeles, a Great Place to Work 2024, a Top 10 Fast-Growing Fintech in the U.S., and part of AWIN’s Global Power 100.
After a company restructure, I stepped in as the sole designer for Finfare, taking full ownership of the product’s design while collaborating closely with product managers and engineers.
Consolidated years of design files into a unified system, refreshed key components, and streamlined the workflow between design, product, and engineering, ensuring smoother handoffs and faster releases.
Led a full rebrand, establishing a scalable design system that supported both current and future features.
After a company restructure, I stepped in as the sole designer for Finfare, taking full ownership of the product’s design while collaborating closely with product managers and engineers.
Consolidated years of design files into a unified system, refreshed key components, and streamlined the workflow between design, product, and engineering, ensuring smoother handoffs and faster releases.
Led a full rebrand, establishing a scalable design system that supported both current and future features.
After a company restructure, I stepped in as the sole designer for Finfare, taking full ownership of the product’s design while collaborating closely with product managers and engineers.
Consolidated years of design files into a unified system, refreshed key components, and streamlined the workflow between design, product, and engineering, ensuring smoother handoffs and faster releases.
Led a full rebrand, establishing a scalable design system that supported both current and future features.
Unified Design System
Audited 3+ years of files, removed inconsistencies, and created a single source of truth aligned with the live product.
Rebuilt Workflow
Opened direct channels with developers, answered requests promptly, delivered designs ahead of schedule.
Built Trust
Engineer lead: “Even as the only designer, Ying has never blocked us once.”
240% faster
240% faster
Handoffs
Handoffs
1,000+ components
1,000+ components
Updated
Updated
240% faster
Handoffs
1,000+ components
Updated
Design Highlights
Design Highlights
Design Highlights
This section highlights key features and interactions I designed for Finfare, focusing on end-to-end product thinking, user flows, and visual design decisions. Screens shown here are either anonymized or conceptual representations of the product experience, emphasizing functionality, usability, and design impact without exposing sensitive data.
This section highlights key features and interactions I designed for Finfare, focusing on end-to-end product thinking, user flows, and visual design decisions. Screens shown here are either anonymized or conceptual representations of the product experience, emphasizing functionality, usability, and design impact without exposing sensitive data.
Business Banking Dashboard
Business Banking Dashboard helps users manage multiple account types with high-volume transactions. Each account contains numerous hidden actions, such as payments, transfers, and settings, making it difficult for users to quickly locate and execute critical tasks. The dashboard needed to surface key information and actions efficiently while still providing access to advanced functions.
Problem
The team debated how to structure the dashboard across multiple accounts with complex hidden actions. The challenge was finding a solution that made key actions immediately visible without overwhelming the interface, while still supporting business oversight.
I advocated for a unified dashboard, balancing user efficiency with the need to access all account functionalities.
VS
The product manager favored separate views per account to keep business metrics and revenue tracking clear.
My Approach
Product Research
Conducted extensive research on a wide range of banking dashboards to understand standard patterns, best practices, and common pain points
Analyzed how our product differed from typical banking products, particularly regarding high-volume transactions, multi-account management, and hidden actions
User Testing & Insights
Observed users navigating accounts, discovering hidden menus, and performing key actions
Gathered feedback on efficiency, clarity, and discoverability of features
Iteration & Design Decisions
Refined the unified dashboard layout based on testing insights
Made critical metrics and actions prominent while keeping secondary functions accessible
Team Alignment
I shared the results from the product research, usability testing, and prototype iterations with the product manager and other stakeholders. During the discussion, we explored how the unified dashboard could meet both user efficiency needs and business monitoring requirements. I explained the trade-offs of different layouts and showed examples from testing that highlighted why certain decisions improved usability. By facilitating an open conversation and addressing concerns about access to hidden functions, we collaboratively refined the design.
🎉 In the end, the product manager expressed satisfaction with the outcome, noting that the final dashboard successfully balanced user experience with business goals.
Decision: Unified Dashboard for Clarity
After reviewing user testing insights and discussing trade-offs with the team, we decided to consolidate all accounts and transactions into a single unified dashboard. This solution balanced user efficiency, making key actions and summaries immediately visible—with business monitoring needs, ensuring that advanced functions remained accessible. The design reflected a consensus between user-focused improvements and business objectives.
Impact: Users could locate key account summaries and perform actions faster, reducing cognitive load and improving satisfaction. At the same time, the business team was able to monitor aggregated metrics efficiently, and the product manager was pleased with how the final design addressed both user and business needs.
Smart Financial Insights
Smart Financial Insights is a dashboard designed to help users quickly understand multi-dimensional financial data. It provides visual summaries of key metrics upfront, with detailed tables available for deeper analysis, enabling faster trend spotting, more confident decision-making, and efficient exploration across accounts, time periods, and regions.
Challenge
Financial data in this product was deep, multi-dimensional, and highly variable. Users needed to make fast, confident decisions, but the existing interface made it difficult to:
Quickly spot trends
Tables with raw numbers buried the key metrics, making it hard to get an overview at a glance.
Compare multiple dimensions
Filtering by time period, region, or account type required multiple steps and clicks.
Prioritize actions
Users struggled to identify which metrics required immediate attention versus which were for reference.
Balance detail vs clarity
Too much data upfront was overwhelming; too little context risked misinterpretation.
Questions
Should we start with a traditional table-heavy layout, giving all details upfront?
Should we lead with visual summaries (charts, key metrics) to highlight trends first?
My Approach
Map user goals
Identified key metrics and critical tasks to prioritize what users needed to see first.
Sketch & explore concepts
Created low-fidelity layouts for both table-first and visual-summary-first approaches.
User testing & validation
Ran quick internal tests with 6 participants simulating typical tasks;
Gathered feedback on clarity, trend spotting, and efficienc;
Iterated visual-summary-first design based on insights.
✅ Decision 1: Visual Summaries First, Detailed Tables Second
Why: Users needed a clear, actionable view of complex financial data. Presenting charts and key metrics upfront follows Shneiderman’s overview first principle, letting users quickly spot trends before diving into details.
Impact: In testing, users identified profit/loss trends faster and reported greater confidence in making decisions.
❌ Decision 2: Persistent Multi-Filter Panel
Why: Users wanted flexible, fast ways to filter data by time period, region, and account type. A dedicated filter panel keeps controls visible and accessible without overwhelming the interface.
Impact: Click-paths for complex queries were cut by 30%, and users said comparing data across dimensions was significantly easier.
Payment Plan
Payment Plan helps users manage multiple outstanding balances and select eligible transactions for repayment. The interface needed to consolidate scattered information and provide immediate feedback so users could make confident decisions without feeling overwhelmed.
Challenge
Users faced several challenges when managing multiple balances:
Balances and eligible transactions were scattered across different screens, making it hard to get a complete picture.
Manual selection of transactions added cognitive load and slowed down decision-making.
Lack of immediate feedback made users uncertain about the correctness of their actions.
Complex workflows increased the chance of errors and reduced confidence in repayment decisions.
The main challenge was to create an interface that simplified decision-making while keeping all critical information visible.
The main debate…
The main debate centered on how to present critical rewards information to multiple user roles: whether to use a traditional nested menu that organizes everything but risks burying key actions, or a tile-based layout that surfaces information upfront but might overwhelm users with too many visible options.
My Approach
Understanding the Users
I interviewed target users and observed how they currently manage multiple balances. It became clear that users often switched between screens, hesitated when presented with too many choices, and felt unsure which transactions to prioritize.
Testing the Options
I built two prototypes: one where users selected transactions manually, and another that consolidated balances and suggested recommended actions. During usability testing, I tracked task completion time, errors, and user confidence.
Refining the Design
Results from testing showed the consolidated view enabled users to complete repayment tasks 30% faster and reduced errors by 20%. Users expressed greater confidence and felt less overwhelmed. I adjusted the layout to emphasize balances and recommended actions while keeping additional options accessible, improving clarity without limiting control.
✅ Decision 1: Consolidated View
Why: Displaying balances and options together in one interface avoids overwhelming users and helps them quickly understand what actions they can take.
Impact: Users could quickly understand all balances and repayment options. Task completion was faster and errors were reduced. Users reported higher confidence and satisfaction. Overall efficiency and engagement with the feature improved.
❌ Decision 2: Manual Transaction Control
Why: While giving users full control satisfies some, it adds complexity and may confuse others who are unsure which transactions to pick.
Impact: The feature works but may slow down decision-making and require extra guidance for users.
Rewards Dashboard
Rewards Dashboard is a platform for admins, partners to manage and track rewards across multiple roles. It simplifies complex earning rules through intuitive layouts and clear visual hierarchy, enabling faster task completion and reducing user errors.
Challenge
The rewards system involved multiple roles (admins, partners, users) and layered earning rules. A traditional sidebar with nested menus could have organized everything, but risked:
Buried information, making key actions hard to find
Slower scanning, increasing task completion time and cognitive load
Confusion for users managing multiple tiers or accounts
The main debate…
The main debate centered on how to present critical rewards information to multiple user roles: whether to use a traditional nested menu that organizes everything but risks burying key actions, or a tile-based layout that surfaces information upfront but might overwhelm users with too many visible options.
My Approach
Task Analysis
Identified high-frequency tasks for admins and partners to understand where they struggled.
User Testing & Insights
Observed users interact with prototypes to see which layout supported faster task completion and clearer access to critical actions;
Gathered feedback on clarity, scanning speed, and understanding of tier rules.
Iteration & Design Decisions
Refined the tile-based layout and added inline tooltips based on insights.
Iterated until users could complete tasks efficiently and accurately, reducing errors and support tickets.
✅ Decision 1: Tile-based Layout vs. Nested Navigation
Why: Guided by Hick’s Law—fewer visible choices speed decision-making—and Nielsen Norman Group research on visual hierarchy, a one-glance layout reduces cognitive load and keeps critical actions front and center.
Impact: In usability tests, admins completed routine tasks 35 % faster than with a nested-menu prototype.
❌ Decision 2: Inline Tooltips Instead of a Separate Help Page
Why: Following Shneiderman’s principle of progressive disclosure and NN/g findings on in-context assistance, this approach keeps users focused and reduces mental effort.
Impact: Support tickets about “tier rules” dropped in the first month after release.
Business Banking Dashboard
Business Banking Dashboard helps users manage multiple account types with high-volume transactions. Each account contains numerous hidden actions, such as payments, transfers, and settings, making it difficult for users to quickly locate and execute critical tasks. The dashboard needed to surface key information and actions efficiently while still providing access to advanced functions.
Problem
The team debated how to structure the dashboard across multiple accounts with complex hidden actions. The challenge was finding a solution that made key actions immediately visible without overwhelming the interface, while still supporting business oversight.
I advocated for a unified dashboard, balancing user efficiency with the need to access all account functionalities.
VS
The product manager favored separate views per account to keep business metrics and revenue tracking clear.
My Approach
Product Research
Conducted extensive research on a wide range of banking dashboards to understand standard patterns, best practices, and common pain points
Analyzed how our product differed from typical banking products, particularly regarding high-volume transactions, multi-account management, and hidden actions
User Testing & Insights
Observed users navigating accounts, discovering hidden menus, and performing key actions
Gathered feedback on efficiency, clarity, and discoverability of features
Iteration & Design Decisions
Refined the unified dashboard layout based on testing insights
Made critical metrics and actions prominent while keeping secondary functions accessible
Team Alignment
I shared the results from the product research, usability testing, and prototype iterations with the product manager and other stakeholders. During the discussion, we explored how the unified dashboard could meet both user efficiency needs and business monitoring requirements. I explained the trade-offs of different layouts and showed examples from testing that highlighted why certain decisions improved usability. By facilitating an open conversation and addressing concerns about access to hidden functions, we collaboratively refined the design.
🎉 In the end, the product manager expressed satisfaction with the outcome, noting that the final dashboard successfully balanced user experience with business goals.
Decision: Unified Dashboard for Clarity
After reviewing user testing insights and discussing trade-offs with the team, we decided to consolidate all accounts and transactions into a single unified dashboard. This solution balanced user efficiency, making key actions and summaries immediately visible—with business monitoring needs, ensuring that advanced functions remained accessible. The design reflected a consensus between user-focused improvements and business objectives.
Impact: Users could locate key account summaries and perform actions faster, reducing cognitive load and improving satisfaction. At the same time, the business team was able to monitor aggregated metrics efficiently, and the product manager was pleased with how the final design addressed both user and business needs.
Smart Financial Insights
Smart Financial Insights is a dashboard designed to help users quickly understand multi-dimensional financial data. It provides visual summaries of key metrics upfront, with detailed tables available for deeper analysis, enabling faster trend spotting, more confident decision-making, and efficient exploration across accounts, time periods, and regions.
Challenge
Financial data in this product was deep, multi-dimensional, and highly variable. Users needed to make fast, confident decisions, but the existing interface made it difficult to:
Quickly spot trends
Tables with raw numbers buried the key metrics, making it hard to get an overview at a glance.
Compare multiple dimensions
Filtering by time period, region, or account type required multiple steps and clicks.
Prioritize actions
Users struggled to identify which metrics required immediate attention versus which were for reference.
Balance detail vs clarity
Too much data upfront was overwhelming; too little context risked misinterpretation.
Questions
Should we start with a traditional table-heavy layout, giving all details upfront?
Should we lead with visual summaries (charts, key metrics) to highlight trends first?
My Approach
Map user goals
Identified key metrics and critical tasks to prioritize what users needed to see first.
Sketch & explore concepts
Created low-fidelity layouts for both table-first and visual-summary-first approaches.
User testing & validation
Ran quick internal tests with 6 participants simulating typical tasks;
Gathered feedback on clarity, trend spotting, and efficienc;
Iterated visual-summary-first design based on insights.
✅ Decision 1: Visual Summaries First, Detailed Tables Second
Why: Users needed a clear, actionable view of complex financial data. Presenting charts and key metrics upfront follows Shneiderman’s overview first principle, letting users quickly spot trends before diving into details.
Impact: In testing, users identified profit/loss trends faster and reported greater confidence in making decisions.
❌ Decision 2: Persistent Multi-Filter Panel
Why: Users wanted flexible, fast ways to filter data by time period, region, and account type. A dedicated filter panel keeps controls visible and accessible without overwhelming the interface.
Impact: Click-paths for complex queries were cut by 30%, and users said comparing data across dimensions was significantly easier.
Payment Plan
Payment Plan helps users manage multiple outstanding balances and select eligible transactions for repayment. The interface needed to consolidate scattered information and provide immediate feedback so users could make confident decisions without feeling overwhelmed.
Challenge
Users faced several challenges when managing multiple balances:
Balances and eligible transactions were scattered across different screens, making it hard to get a complete picture.
Manual selection of transactions added cognitive load and slowed down decision-making.
Lack of immediate feedback made users uncertain about the correctness of their actions.
Complex workflows increased the chance of errors and reduced confidence in repayment decisions.
The main challenge was to create an interface that simplified decision-making while keeping all critical information visible.
The main debate…
The main debate centered on how to present critical rewards information to multiple user roles: whether to use a traditional nested menu that organizes everything but risks burying key actions, or a tile-based layout that surfaces information upfront but might overwhelm users with too many visible options.
My Approach
Understanding the Users
I interviewed target users and observed how they currently manage multiple balances. It became clear that users often switched between screens, hesitated when presented with too many choices, and felt unsure which transactions to prioritize.
Testing the Options
I built two prototypes: one where users selected transactions manually, and another that consolidated balances and suggested recommended actions. During usability testing, I tracked task completion time, errors, and user confidence.
Refining the Design
Results from testing showed the consolidated view enabled users to complete repayment tasks 30% faster and reduced errors by 20%. Users expressed greater confidence and felt less overwhelmed. I adjusted the layout to emphasize balances and recommended actions while keeping additional options accessible, improving clarity without limiting control.
✅ Decision 1: Consolidated View
Why: Displaying balances and options together in one interface avoids overwhelming users and helps them quickly understand what actions they can take.
Impact: Users could quickly understand all balances and repayment options. Task completion was faster and errors were reduced. Users reported higher confidence and satisfaction. Overall efficiency and engagement with the feature improved.
❌ Decision 2: Manual Transaction Control
Why: While giving users full control satisfies some, it adds complexity and may confuse others who are unsure which transactions to pick.
Impact: The feature works but may slow down decision-making and require extra guidance for users.
Rewards Dashboard
Rewards Dashboard is a platform for admins, partners to manage and track rewards across multiple roles. It simplifies complex earning rules through intuitive layouts and clear visual hierarchy, enabling faster task completion and reducing user errors.
Challenge
The rewards system involved multiple roles (admins, partners, users) and layered earning rules. A traditional sidebar with nested menus could have organized everything, but risked:
Buried information, making key actions hard to find
Slower scanning, increasing task completion time and cognitive load
Confusion for users managing multiple tiers or accounts
The main debate…
The main debate centered on how to present critical rewards information to multiple user roles: whether to use a traditional nested menu that organizes everything but risks burying key actions, or a tile-based layout that surfaces information upfront but might overwhelm users with too many visible options.
My Approach
Task Analysis
Identified high-frequency tasks for admins and partners to understand where they struggled.
User Testing & Insights
Observed users interact with prototypes to see which layout supported faster task completion and clearer access to critical actions;
Gathered feedback on clarity, scanning speed, and understanding of tier rules.
Iteration & Design Decisions
Refined the tile-based layout and added inline tooltips based on insights.
Iterated until users could complete tasks efficiently and accurately, reducing errors and support tickets.
✅ Decision 1: Tile-based Layout vs. Nested Navigation
Why: Guided by Hick’s Law—fewer visible choices speed decision-making—and Nielsen Norman Group research on visual hierarchy, a one-glance layout reduces cognitive load and keeps critical actions front and center.
Impact: In usability tests, admins completed routine tasks 35 % faster than with a nested-menu prototype.
❌ Decision 2: Inline Tooltips Instead of a Separate Help Page
Why: Following Shneiderman’s principle of progressive disclosure and NN/g findings on in-context assistance, this approach keeps users focused and reduces mental effort.
Impact: Support tickets about “tier rules” dropped in the first month after release.
Business Banking Dashboard
Business Banking Dashboard helps users manage multiple account types with high-volume transactions. Each account contains numerous hidden actions, such as payments, transfers, and settings, making it difficult for users to quickly locate and execute critical tasks. The dashboard needed to surface key information and actions efficiently while still providing access to advanced functions.
Problem
The team debated how to structure the dashboard across multiple accounts with complex hidden actions. The challenge was finding a solution that made key actions immediately visible without overwhelming the interface, while still supporting business oversight.
I advocated for a unified dashboard, balancing user efficiency with the need to access all account functionalities.
VS
The product manager favored separate views per account to keep business metrics and revenue tracking clear.
My Approach
Product Research
Conducted extensive research on a wide range of banking dashboards to understand standard patterns, best practices, and common pain points
Analyzed how our product differed from typical banking products, particularly regarding high-volume transactions, multi-account management, and hidden actions
User Testing & Insights
Observed users navigating accounts, discovering hidden menus, and performing key actions
Gathered feedback on efficiency, clarity, and discoverability of features
Iteration & Design Decisions
Refined the unified dashboard layout based on testing insights
Made critical metrics and actions prominent while keeping secondary functions accessible
Team Alignment
I shared the results from the product research, usability testing, and prototype iterations with the product manager and other stakeholders. During the discussion, we explored how the unified dashboard could meet both user efficiency needs and business monitoring requirements. I explained the trade-offs of different layouts and showed examples from testing that highlighted why certain decisions improved usability. By facilitating an open conversation and addressing concerns about access to hidden functions, we collaboratively refined the design.
🎉 In the end, the product manager expressed satisfaction with the outcome, noting that the final dashboard successfully balanced user experience with business goals.
Decision: Unified Dashboard for Clarity
After reviewing user testing insights and discussing trade-offs with the team, we decided to consolidate all accounts and transactions into a single unified dashboard. This solution balanced user efficiency, making key actions and summaries immediately visible—with business monitoring needs, ensuring that advanced functions remained accessible. The design reflected a consensus between user-focused improvements and business objectives.
Impact: Users could locate key account summaries and perform actions faster, reducing cognitive load and improving satisfaction. At the same time, the business team was able to monitor aggregated metrics efficiently, and the product manager was pleased with how the final design addressed both user and business needs.
Smart Financial Insights
Smart Financial Insights is a dashboard designed to help users quickly understand multi-dimensional financial data. It provides visual summaries of key metrics upfront, with detailed tables available for deeper analysis, enabling faster trend spotting, more confident decision-making, and efficient exploration across accounts, time periods, and regions.
Challenge
Financial data in this product was deep, multi-dimensional, and highly variable. Users needed to make fast, confident decisions, but the existing interface made it difficult to:
Quickly spot trends
Tables with raw numbers buried the key metrics, making it hard to get an overview at a glance.
Compare multiple dimensions
Filtering by time period, region, or account type required multiple steps and clicks.
Prioritize actions
Users struggled to identify which metrics required immediate attention versus which were for reference.
Balance detail vs clarity
Too much data upfront was overwhelming; too little context risked misinterpretation.
Questions
Should we start with a traditional table-heavy layout, giving all details upfront?
Should we lead with visual summaries (charts, key metrics) to highlight trends first?
My Approach
Map user goals
Identified key metrics and critical tasks to prioritize what users needed to see first.
Sketch & explore concepts
Created low-fidelity layouts for both table-first and visual-summary-first approaches.
User testing & validation
Ran quick internal tests with 6 participants simulating typical tasks;
Gathered feedback on clarity, trend spotting, and efficienc;
Iterated visual-summary-first design based on insights.
✅ Decision 1: Visual Summaries First, Detailed Tables Second
Why: Users needed a clear, actionable view of complex financial data. Presenting charts and key metrics upfront follows Shneiderman’s overview first principle, letting users quickly spot trends before diving into details.
Impact: In testing, users identified profit/loss trends faster and reported greater confidence in making decisions.
❌ Decision 2: Persistent Multi-Filter Panel
Why: Users wanted flexible, fast ways to filter data by time period, region, and account type. A dedicated filter panel keeps controls visible and accessible without overwhelming the interface.
Impact: Click-paths for complex queries were cut by 30%, and users said comparing data across dimensions was significantly easier.
Payment Plan
Payment Plan helps users manage multiple outstanding balances and select eligible transactions for repayment. The interface needed to consolidate scattered information and provide immediate feedback so users could make confident decisions without feeling overwhelmed.
Challenge
Users faced several challenges when managing multiple balances:
Balances and eligible transactions were scattered across different screens, making it hard to get a complete picture.
Manual selection of transactions added cognitive load and slowed down decision-making.
Lack of immediate feedback made users uncertain about the correctness of their actions.
Complex workflows increased the chance of errors and reduced confidence in repayment decisions.
The main challenge was to create an interface that simplified decision-making while keeping all critical information visible.
The main debate…
The main debate centered on how to present critical rewards information to multiple user roles: whether to use a traditional nested menu that organizes everything but risks burying key actions, or a tile-based layout that surfaces information upfront but might overwhelm users with too many visible options.
My Approach
Understanding the Users
I interviewed target users and observed how they currently manage multiple balances. It became clear that users often switched between screens, hesitated when presented with too many choices, and felt unsure which transactions to prioritize.
Testing the Options
I built two prototypes: one where users selected transactions manually, and another that consolidated balances and suggested recommended actions. During usability testing, I tracked task completion time, errors, and user confidence.
Refining the Design
Results from testing showed the consolidated view enabled users to complete repayment tasks 30% faster and reduced errors by 20%. Users expressed greater confidence and felt less overwhelmed. I adjusted the layout to emphasize balances and recommended actions while keeping additional options accessible, improving clarity without limiting control.
✅ Decision 1: Consolidated View
Why: Displaying balances and options together in one interface avoids overwhelming users and helps them quickly understand what actions they can take.
Impact: Users could quickly understand all balances and repayment options. Task completion was faster and errors were reduced. Users reported higher confidence and satisfaction. Overall efficiency and engagement with the feature improved.
❌ Decision 2: Manual Transaction Control
Why: While giving users full control satisfies some, it adds complexity and may confuse others who are unsure which transactions to pick.
Impact: The feature works but may slow down decision-making and require extra guidance for users.
Rewards Dashboard
Rewards Dashboard is a platform for admins, partners to manage and track rewards across multiple roles. It simplifies complex earning rules through intuitive layouts and clear visual hierarchy, enabling faster task completion and reducing user errors.
Challenge
The rewards system involved multiple roles (admins, partners, users) and layered earning rules. A traditional sidebar with nested menus could have organized everything, but risked:
Buried information, making key actions hard to find
Slower scanning, increasing task completion time and cognitive load
Confusion for users managing multiple tiers or accounts
The main debate…
The main debate centered on how to present critical rewards information to multiple user roles: whether to use a traditional nested menu that organizes everything but risks burying key actions, or a tile-based layout that surfaces information upfront but might overwhelm users with too many visible options.
My Approach
Task Analysis
Identified high-frequency tasks for admins and partners to understand where they struggled.
User Testing & Insights
Observed users interact with prototypes to see which layout supported faster task completion and clearer access to critical actions;
Gathered feedback on clarity, scanning speed, and understanding of tier rules.
Iteration & Design Decisions
Refined the tile-based layout and added inline tooltips based on insights.
Iterated until users could complete tasks efficiently and accurately, reducing errors and support tickets.
✅ Decision 1: Tile-based Layout vs. Nested Navigation
Why: Guided by Hick’s Law—fewer visible choices speed decision-making—and Nielsen Norman Group research on visual hierarchy, a one-glance layout reduces cognitive load and keeps critical actions front and center.
Impact: In usability tests, admins completed routine tasks 35 % faster than with a nested-menu prototype.
❌ Decision 2: Inline Tooltips Instead of a Separate Help Page
Why: Following Shneiderman’s principle of progressive disclosure and NN/g findings on in-context assistance, this approach keeps users focused and reduces mental effort.
Impact: Support tickets about “tier rules” dropped in the first month after release.
A Note of Thanks
A Note of Thanks
A Note of Thanks
Big thanks to my former UI/UX teammates — for the lessons, the laughs, and all the design debates that made us better together. Couldn’t have asked for a more inspiring crew.
Big thanks to my former UI/UX teammates — for the lessons, the laughs, and all the design debates that made us better together. Couldn’t have asked for a more inspiring crew.
