The project focused on creating a new solution, to transition from the legacy solutions the advisers were using.
The challenge was that the legacy system had a few 200 different links leading to several siloed solutions. All tasks were independant regardless of connection between data, updates, etc.
The solution I designed would allow the user (bank adviser) to look up one customer and get a complete 360 overview of their information gathered across all systems and organized in widgets. The widgets would each represent an overview of the link or solution that the data belonged to, and lead to the expanded solution within the tool, for more focused and detailed tasks within that scope.
During this projects I have worked on conceptualizing, scalability, information architecture and navigation patterns, tested out different use cases to ensure the feasibility of the navigation and layout patterns. I have dug into the legacy system to understand the connection between solution and explore relevant groupings to create a digestable menu. Bellow you can see:
- the old legacy system
- the menu grouping
- the navigation layers and structure
- the UI design
