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FinTech desktop application design
FinTech interaction design concept
A global centralized financial report system displaying a distributed organizations financial reporting information in one graphical interface.
Concept design summary

On this project I wanted to solve a challenge that my wife described in her daily workflow as a financial controller for a large global enterprise organization. After asking research probing questions I was able to understand that the root of her frustration was due to an information distribution problem as many actors in a system exchange information in a traditional back and forth manner which is slow and error prone.

The ultimate problem under the hood has the same challenge that I identified and worked on when redesigning a decentralized intranet portal for another global distributed organization called Consensys who also had an information retrieval problem but the difference being that they were seeking information related to teams and roles not financial data.

The interaction design pattern's that I used when solving information exchange problems at Consensy's fit very well with the same challenges that my wife was facing at her work.

I used the same systems thinking and interaction design patterns for a centralized portal but swapped out the types of information that would be displayed in the context of financial reporting vs human resources and role allocation data (displayed below).  
The challenge

User needs:

Executives need access to information about the financial health and status of global organizations as fast as possible, the challenge of large companies is that when they grow to the global scale they experience a direct correlation of information exchange slowing down due to the increase of actors in the system, the points of the network grow become more complex causing information exchange to slow down. 

Executives wan't to reduce the amount of time spent emailing colleagues to track down fragmented financial reporting updates, opening and sharing excel files via email without one ultimate source for version control. 

Business needs:

Speed up the internal information exchange process so that human resources are efficiently working on value add work and less time on chasing down outdated information. 

Reduce accounting errors by having a system that acts a source of truth rather than excel files that are distributed via email and errors are not as easily retracted. 
The solution
​​​​​​​
• Customer Discover interviewing
• High-fidelity rapid prototyping

Pain points the new experience solved:​​​​​​​ 

The interface would display APIs calls from each entity so that senior executives and stakeholders could go into the portal and find the financial reporting information that was uploaded from each of the business units, this would result in one location for global financial reporting information to be distributed around the world reducing time spent chasing down information or waiting for staff to reply to emails.
Results 
Lessons learned:

Figma Rocks! I was able to speed up my interaction design and rapid prototyping workflow by using one design tool and eliminating the old sketch/InVision workflow which is considerably slower.

When conceptualizing initial concepts, I use mental models of previous design patterns for inspiration and find ideas that can be remixed into new solutions. 

The Wicken's Model is an example I think about and use when designing concepts to get an idea of the different parts of human cognition that the design may need to support. It enables you to break down the human information process. It is not a replacement for actual user testing but in this example the model helped me simplify the thinking process for rapid prototyping an idea.
FinTech desktop application design
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FinTech desktop application design

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Published:

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