UBS - Cashflow Manager

Project Brief - To go through the current Cash flow system and improve it into a more usable experience.

The current process involves an Excel spreadsheet, this will form the foundation of morphing the platform into a browser based solution.

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Mapping out the current User Flows


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Taking the current userflows that exist today.
 
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Mapping the current and new userflow process
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Mapping out the current Pain Points
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Creating a Service Delivery Process Map
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User Interviews
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The current Design Library
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Initial Draft Ideas
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Next Steps
  • User reviews and feedback
  • Final Redesign
  • Final testing

This is an ongoing project and still in flux, and will be updated again when further outcomes are researches/tested/validated