Case Study
USB Dashboard & Admin
Client
US Bank
Role
Lead Experience Designer
Timeline
8 Months
My Contribution
Role & Approach
Led the end-to-end UX strategy and design for the Admin Portal, defining user management, permissions, authentication, and service administration experiences across payment and non-payment treasury services. Redesigned synchronous approval processes into asynchronous workflows, allowing users to continue critical tasks while approvals remained in progress, reducing bottlenecks and improving operational efficiency.
Facilitated multiple design thinking workshops, mapped user journeys and workflows for Add/Modify User, Global Services, MFA, mobile and hard tokens, and biometric authentication. Collaborated closely with product, technology, legal, research, accessibility, and Agile teams to deliver secure, compliant, and scalable admin experiences. Guided junior designers through critiques, design reviews, and cross-functional collaboration to strengthen team outcomes and consistency.
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
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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)
