Case Study

USB Dashboard & Admin

Client

US Bank

Role

Lead Experience Designer

Timeline

8 Months

My Preference

Design Challenge

The existing dashboard was complex and difficult to navigate, leading to longer onboarding times and reduced user satisfaction. Admin workflows were scattered across multiple interfaces, creating inefficiencies.

✔ 13 usability testing sessions with enterprise users

✔ Stakeholder interviews across 5 departments

✔ Behavioral heatmap analysis

✔ Competitive analysis of enterprise search patterns

Services

Admin Management

Real-time Analytics

Live data visualization with customizable widgets for monitoring treasury operations and financial metrics.

User Management

Comprehensive admin interface for managing users, roles, permissions, and access controls.

Approval Workflows

Streamlined approval processes with notifications, audit trails, and workflow automation.

Mobile Responsive

Full responsive design optimized for desktop, tablet, and mobile with native app-like experience.

Manage Users

Mobile Design

Filter Navigation

A11Y/Accessibility

Outcomes

Outcomes & Impact

40%

Faster onboarding

25%

Higher satisfaction

20%

Improved efficiency

100%

WCAG compliant

Problems

Project Overview

Redesigned the US Bank SinglePoint dashboard and admin interface to improve user onboarding, task efficiency, and administrative workflows. The project focused on creating a scalable, accessible, and intuitive system for managing treasury operations.

✔ Modernized legacy dashboard interface

✔ Streamlined admin workflows

✔ Improved user onboarding experience

✔ Enhanced accessibility (WCAG compliance)