Industry
Fintech
Company
Get Orbital
Role
Product Designer
Status
Shipped
Financial Dashboard Redesign
Redesigning a complex fintech dashboard to improve clarity, prioritisation, and decision-making across multi-role users.
Industry
Fintech
Company
Get Orbital
Role
Product Designer
Status
Shipped
Financial Dashboard Redesign
Financial Dashboard Redesign
Financial Dashboard Redesign
Redesigning a complex fintech dashboard to improve clarity, prioritisation, and decision-making across multi-role users.
Project Overview
Redesigned a financial dashboard to improve prioritisation, navigation, and usability in a high-density data environment.
Project Overview
Redesigned a financial dashboard to improve prioritisation, navigation, and usability in a high-density data environment.
Project Overview
Redesigned a financial dashboard to improve prioritisation, navigation, and usability in a high-density data environment.
Product Walkthrough Video
Problem
Problem
The 'Accounts' page was used as a homepage but lacked support for decision-making.
There was no clear prioritisation or role distinction, causing important tasks to be buried in high volumes of financial data.
The 'Accounts' page was used as a homepage but lacked support for decision-making.
There was no clear prioritisation or role distinction, causing important tasks to be buried in high volumes of financial data.
Constraints
Constraints
Worked within an existing multi-product platform
High data density could not be reduced, only reorganised
Different roles required different varying levels of visibility and control
Worked within an existing multi-product platform
High data density could not be reduced, only reorganised
Different roles required different varying levels of visibility and control
Before — Users navigated through multiple account views to initiate tasks.
After — Key actions (payments, approvals, conversions) are surfaced directly on the homepage, reducing navigation and enabling faster execution.
After — Key actions (payments, approvals, conversions) are surfaced directly on the homepage, reducing navigation and enabling faster execution.
Before — Users navigated through multiple account views to initiate tasks.
Before — Users navigated through multiple account views to initiate tasks.
After — Key actions (payments, approvals, conversions) are surfaced directly on the homepage, reducing navigation and enabling faster execution.
After — Key actions (payments, approvals, conversions) are surfaced directly on the homepage, reducing navigation and enabling faster execution.
Before — Users navigated through multiple account views to initiate tasks.
Before — Users navigated through multiple account views to initiate tasks.
After — Key actions (payments, approvals, conversions) are surfaced directly on the homepage, reducing navigation and enabling faster execution.
After — Key actions (payments, approvals, conversions) are surfaced directly on the homepage, reducing navigation and enabling faster execution.
Before — Users navigated through multiple account views to initiate tasks.
Product Walkthrough Video
Role Hierarchy Diagram
This structure directly informed how content and actions were prioritised within the dashboard.
Role Hierarchy Diagram
This structure directly informed how content and actions were prioritised within the dashboard.
Homepage Navigation Model
The homepage centralises key actions across products, enabling users to directly access critical workflows without navigating multiple sections.
Homepage Navigation Model
The homepage centralises key actions across products, enabling users to directly access critical workflows without navigating multiple sections.
Super Admin (Treasury Solutions)
Super Admin (eCommerce)
Super Admin (Exotic FX)
Creator (Treasury Solutions) ONLY — If the Super Admin/ Admin only gives access to this product.
Creator (Treasury Solutions) ONLY — If the Super Admin/ Admin only gives access to this product.
Creator (eCommerce) ONLY — If the Super Admin/ Admin only gives access to this product.
Creator (eCommerce) ONLY — If the Super Admin/ Admin only gives access to this product.
Creator (Treasury Solutions) ONLY — If the Super Admin/ Admin only gives access to this product.
Creator (eCommerce) ONLY — If the Super Admin/ Admin only gives access to this product.
Viewer (Treasury Solutions) No Approval Rights
Viewer (eCommerce) No Approval Rights
Viewer (Treasury Solutions) No Approval Rights
Trade-offs
• Chose a unified dashboard instead of role-specific dashboards to avoid fragmentation
Prioritised key actions over full data visibility, reducing surface area while maintaining access
Introduced tab based navigation to manage complexity within a single interface
Balanced consistency across roles with selective personalisation.
Solution
• Introduced an action-driven homepage focused on tasks rather than accounts
Prioritised content based on role and responsibilities
Surfaced approvals and time-sensitive actions at the top level
Grouped related actions to reduce navigation and cognitive load
Outcomes & Impact
• Reduced time to identify priority tasks
Reduced navigation steps for key workflows
Improved separation of responsibilities across roles
Improved usability in a high-density financial environment
Viewer (eCommerce) No Approval Rights
Viewer (Treasury Solutions) No Approval Rights
Viewer (eCommerce) No Approval Rights
Trade-offs
• Chose a unified dashboard instead of role-specific dashboards to avoid fragmentation
Prioritised key actions over full data visibility, reducing surface area while maintaining access
Introduced tab based navigation to manage complexity within a single interface
Balanced consistency across roles with selective personalisation.
Solution
• Introduced an action-driven homepage focused on tasks rather than accounts
Prioritised content based on role and responsibilities
Surfaced approvals and time-sensitive actions at the top level
Grouped related actions to reduce navigation and cognitive load
Outcomes & Impact
• Reduced time to identify priority tasks
Reduced navigation steps for key workflows
Improved separation of responsibilities across roles
Improved usability in a high-density financial environment
Trade-offs
• Chose a unified dashboard instead of role-specific dashboards to avoid fragmentation
Prioritised key actions over full data visibility, reducing surface area while maintaining access
Introduced tab based navigation to manage complexity within a single interface
Balanced consistency across roles with selective personalisation.
• Chose a unified dashboard instead of role-specific dashboards to avoid fragmentation
Prioritised key actions over full data visibility, reducing surface area while maintaining access
Introduced tab based navigation to manage complexity within a single interface
Balanced consistency across roles with selective personalisation.
Solution
• Introduced an action-driven homepage focused on tasks rather than accounts
Prioritised content based on role and responsibilities
Surfaced approvals and time-sensitive actions at the top level
Grouped related actions to reduce navigation and cognitive load
Outcomes & Impact
•. Reduced time to identify priority tasks
Fewer navigation steps for key workflows
Clearer separation of responsibilities across roles
Improved usability in a high-density financial environment
Solution
• Introduced an action-driven homepage focused on tasks rather than accounts
Prioritised content based on role and responsibilities
Surfaced approvals and time-sensitive actions at the top level
Grouped related actions to reduce navigation and cognitive load
Outcomes & Impact
•. Reduced time to identify priority tasks
Reduced navigation steps for key workflows
Improved separation of responsibilities across roles
Improved usability in a high-density financial environment