M1
M1
M1
Banking Dashboard
Banking Dashboard
Banking Dashboard
Elevating dashboard design + aligning across an ecosystem.
Elevating dashboard design + aligning across an ecosystem.
Elevating dashboard design + aligning across an ecosystem.
Scalable System
UX Design
Web + Mobile
Role
Design Lead
Responsibilities
Design System Collaboration, Prototyping, Animation
Collaborators
Product, Compliance, Test Eng, Engineering, Design System, Visual Design
Timeline
2 months
Scalable System
UX Design
Web + Mobile
Role
Design Lead
Responsibilities
Design System Collaboration, Prototyping, Animation
Collaborators
Product, Compliance, Test Eng, Engineering, Design System, Visual Design
Timeline
2 months
Summary
Summary
Part of the development as a newly minted unicorn (valuation over $1B) M1 was shifting both UX + UI towards a premium experience app wide. This meant a large multi pronged project to tackle which I was assigned the UX portion of the banking products - Checking/Savings, Credit Card + Personal Loans.
Goals:
Global uniformity
upgrade alignment across ecosystem with specific attention to individual products where it counts components on both design + engineering sides
reusable components on both design + engineering sides
Premium experience
provide users with better clarity around their accounts, their money
include experience improvement such as motion to eoke the emotional aspects of interaction oer the transactional
Part of the development as a newly minted unicorn (valuation over $1B) M1 was shifting both UX + UI towards a premium experience app wide. This meant a large multi pronged project to tackle which I was assigned the UX portion of the banking products - Checking/Savings, Credit Card + Personal Loans.
Goals:
Global uniformity
upgrade alignment across ecosystem with specific attention to individual products where it counts components on both design + engineering sides
reusable components on both design + engineering sides
Premium experience
provide users with better clarity around their accounts, their money
include experience improvement such as motion to eoke the emotional aspects of interaction oer the transactional
3%
3%
Earn + Spend both saw a bump of 2-3% growth in AUM immediately following the release of this design.
AUM growth supported by architecture over following
year
6
6
Designed + added 6 new patterns to the Design System, which bring consistency across the product suite.
3%
Earn + Spend both saw a bump of 2-3% growth in AUM immediately following the release of this design.
6
Designed + added 6 new patterns to the Design System, which bring consistency across the product suite.
Challenges
Challenges
One of the most challenging + rewarding nuances of this work was robustly upgrading logos as they present in the app - from BE, through our API, to clients + finally in the UI. Additionally, I collaborated with the visual team on a unique transaction detail interaction that reduced user clicks + provided much more context.
Additionally, maintaining a uniform look an feel across the various products was challenging in a few ways but one that I welcomed. We paid special attention in attempting to provide each module with it's own unique feel, small differentiators in the greater visual ecosystem.
One of the most challenging + rewarding nuances of this work was robustly upgrading logos as they present in the app - from BE, through our API, to clients + finally in the UI. Additionally, I collaborated with the visual team on a unique transaction detail interaction that reduced user clicks + provided much more context.
Additionally, maintaining a uniform look an feel across the various products was challenging in a few ways but one that I welcomed. We paid special attention in attempting to provide each module with it's own unique feel, small differentiators in the greater visual ecosystem.
One of the most challenging + rewarding nuances of this work was robustly upgrading logos as they present in the app - from BE, through our API, to clients + finally in the UI. Additionally, I collaborated with the visual team on a unique transaction detail interaction that reduced user clicks + provided much more context.
Additionally, maintaining a uniform look an feel across the various products was challenging in a few ways but one that I welcomed. We paid special attention in attempting to provide each module with it's own unique feel, small differentiators in the greater visual ecosystem.
Process + Methodology
Process + Methodology
Process
Strategic Foundation
tbd
Strategic Foundation
tbd
Design Process
Discovery & Architecture: tbd
Ideation & Exploration: tbd
Design Process
Discovery & Architecture: tbd
Ideation & Exploration: tbd
Validation & Refinement: tbd
Delivery & Documentation: tbd
Cross-Organizational Alignment: tbd
Validation & Refinement: tbd
Delivery & Documentation: tbd
Cross-Organizational Alignment: tbd
Outcome
Outcome
Outcome
tbd
User Feedback
tbd
Business tbd
Scalability
tbd
tbd
User Feedback
tbd
Business tbd
Scalability
tbd
3%
3%
Earn + Spend both saw a bump of 2-3% growth in AUM immediately following the release of this design.
AUM growth supported by architecture over following
year
6
6
Designed + added 6 new patterns to the Design System, which bring consistency across the product suite.
