Dashboard
b2b
Isracard Group, a leading Israeli credit card company with over 40 years of experience, providing advanced business management solutions.
Isracard Group, a leading Israeli credit card company with over 40 years of experience, providing advanced business management solutions.
Redesign dashboard, Responsive version, Color System, Iconography, Accessibility
UX/UI design
The dashboard is designed for all companies actively conducting business and being clients of Isracard. The primary users are company employees responsible for managing business processes and analyzing data.
Given the business-oriented nature of the dashboard, about 90% of users access it on desktop devices, ensuring convenient handling of large data volumes that require more screen space.
Before starting work on the dashboard, we conducted a competitor analysis. We examined credit companies and banks to understand the approaches used to improve data management and operational processes.
Cal
Max
Leumi bank
Hapoalim bank
We also explored parallel markets where dashboards with similar functionalities were implemented. This helped us identify current trends in interface development, providing valuable insights into how companies address challenges related to financial management and reporting.
Tableau
Wix
Google analytics
Qlik sense
Power bi
HubSpot
Monday
Since it was not possible to conduct user research, the analysis was based on company data, as well as customer service data and an evaluation of the current version of the monitoring dashboard. This allowed us to identify key weaknesses and problem areas that required further development. By assessing the functionality of the product and its interaction with users, we were able to identify the necessary changes to improve the tool's performance and enhance usability.
The registration process for new clients requires extensive data input, creating difficulties for new users.
It is necessary to divide the registration process into several steps and add a step-progress bar. Each step should include a clear heading and concise instructions to ensure users understand what is required of them at each stage.
The complex structure of the top main menu with nested elements hinders comprehension and complicates the quick search for necessary information
Reconstruction of navigation by replacing the top menu with a side menu. The side menu simplifies the perception of the structure, provides more intuitive access to sections, and allows for efficient use of screen space.
The homepage of the dashboard contains a large amount of key business information, which complicates its perception and slows down the decision-making process
To simplify user interaction, it is necessary to visualize some data using charts and graphs. This will improve data comprehension and accelerate the decision-making process.
After the research phase, we proceeded to create Wireframes — low-fidelity screens. During the analysis of the filtering process, we identified a problem: the filtering was done on one page, while the results were displayed on another, making it difficult for users to understand the data.
To resolve this issue, we added a block displaying the selected filters directly on the results page. Now users can easily see which parameters they have chosen for filtering. Additionally, a button was introduced, allowing users to quickly return to the filter page when needed.
Early identification of this problem during the Wireframes stage helped avoid unnecessary costs on redesign and development in the future
Each stage of the registration process is now accompanied by a progress indicator and a clear heading, helping users navigate more easily. These changes significantly reduced the number of errors during form completion, shortened the registration time, and increased user satisfaction.
We visualized part of the information using charts and added interactive features that allow users to access additional data and conduct deeper analysis based on their needs. This improved data comprehension, accelerated the decision-making process, and increased overall user efficiency.
In the process of developing the filters, we reorganized the input fields, added subheadings, and improved the microcopy to make the data filtering process more intuitive and user-friendly. Our goal was to create a more efficient search method that would simplify working with the data and enhance the user experience.
Two sets of icons were developed to clearly distinguish between icons intended for business management and graphical icons. This approach helps users orient themselves more quickly in the interface, making their dashboard experience more intuitive and efficient. The first set of icons focuses on functionality and management tools, while the second emphasizes visual elements and graphical data representation. Such an approach ensures a more comfortable user interaction with the dashboard, highlighting the significance of each icon category in its usage context.
The first set features illustrated icons that bring the design to life and add a sense of individuality. Some icons have been animated to improve interaction and aid clients in understanding the processes better.
The second set includes linear icons that were used for actions. They create a sense of spaciousness and prevent visual clutter in the control panel.
We designed an accessible color palette that takes into consideration the needs of users with color vision deficiencies. We also made sure to choose colors that were harmonious and conveyed the brand's personality effectively.
#352AFF
#53, 42, 255
#4364F6
67, 100, 246
#02067E
2, 6, 126
#4A4453
67, 100, 246
#EBE9E9
235, 233, 233
#AFA8BA
175, 168, 186
#7A7485
2, 6, 126
#D9E0FD
217, 224, 253
#0A00C3
10, 0, 195
#DE0000
222, 0, 0
#23802F
35, 128, 47
#A240F7
162, 64, 247
In this project, I fulfilled the role of a UX/UI designer in a team that included other UX designers, product managers, a project manager, and programmers. My main responsibility was to create the UI dashboard and perform tasks related to UX. Along with my colleagues, I actively participated in designing dashboard iterations throughout the entire project, from start to finish. This experience significantly enhanced my UX design skills and taught me how to collaborate effectively in a team.
