design_services

Alex Morgan

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Case Study Fintech

Vault Dashboard Redesign

A comprehensive overhaul of a B2B banking platform focusing on data visualization and accessibility.

Key Results

40%

Faster Task Completion

95%

User Satisfaction

60%

Support Tickets Reduced

2x

User Engagement

The Challenge

Vault, a leading B2B banking platform, needed a complete redesign of their dashboard to improve user experience and data accessibility. The existing interface was cluttered, making it difficult for users to quickly access critical financial information.

Key Problems Identified

  • Information overload: Too much data displayed without hierarchy
  • Poor navigation: Users couldn’t find features quickly
  • Accessibility issues: Failed WCAG 2.0 compliance
  • Mobile experience: Dashboard was desktop-only

The Solution

We implemented a modular card-based design system that allows users to customize their dashboard layout.

Design Process

1. Research & Discovery

We conducted 20+ user interviews and analyzed 6 months of analytics data to understand pain points and usage patterns.

2. Information Architecture

Restructured the entire navigation based on user mental models and frequency of use.

3. Visual Design

Created a clean, modern interface with clear visual hierarchy:

  • Consistent spacing system (8px grid)
  • Limited color palette with meaningful use
  • Typography scale for better readability

4. Prototyping & Testing

Built high-fidelity prototypes and conducted 3 rounds of usability testing with 15 participants.

Key Features

  • Real-time data visualization with interactive charts
  • Accessibility-first design meeting WCAG 2.1 AA standards
  • Dark mode support with automatic system detection
  • Mobile-responsive layout for on-the-go access
  • Customizable dashboard with drag-and-drop widgets

The Results

The redesign launched successfully with immediate positive feedback from users. Key metrics showed significant improvement across the board.

“The new dashboard has completely transformed how our team works. We can now find everything we need in seconds.” — CFO, Enterprise Client

Lessons Learned

  1. Early and frequent user testing is invaluable
  2. Accessibility improvements benefit all users
  3. Performance optimization should be part of design process

Project Info

Client

Vault Financial

Timeline

6 Months

Role

Lead Product Designer

Year

2024

Tools Used

Figma React D3.js Tailwind

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