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PowerDash
A dashboard for underwriters at BayFirst Financial to easily find and process loan applications, improving workflow and automating manual processes.
Improving an existing workflow
The BayFirst Financial loan processing flow has remained cumbersome for many years. The manual entries, multiple software platforms, and custom spreadsheets has cost the company losses in time and resources.
There is an opportunity for a new dashboard to replace 2-3 of the softwares being used, optimizing workflow and cutting manual processes.
Who this design is solving for
I interviewed a few internal users to gather insights into the roles they play in processing a loan, and what their individual touchpoints are and placed them on a journey map.
Current Screens
I took an inventory of all the current screens of the entire process, such as this one, start working on organizing all the elements that need to be on the dashboard.
Component Inventory
I also took screenshots of all current components and a description of each type of component. I interviewed a few users to see what each component's visual descriptor means.
My conclusion from this is that there's too much cognitive overload from the different types of components and that there is an opportunity to streamline components.
Mood Board
I compiled a few dashboards, paying attention to how information is organized and how navigation is handled.
I made a list of pros and cons, listing out what we liked and didn't like about each example.
Prioritize features
I worked together with my partner PM to create an impact / effort matrix for prioritizing ideas. Some considerations when creating this matrix were the value for the user, potential increase in productivity, and implementation effort.
Information Architecture
Using user pain points and needs, I created an information architecture mapping out how the new dashboard should display information.
Low Fidelity
The most important feature for this dashboard was ease of navigation. I explored many early concepts and collaborated with the Product Manager to seek feedback from our users.
Mid Fi + Feedback runs
Continuing to iterate, I solicited feedback from our users, stakeholder, and PM to ensure that the design and feature goals are still on the right path.
Visuals
After many iterations and collaboration with the PM, we landed on a dashboard that is not only updated visually and hierarchically, but involves many features that would be the most impactful.
These features include re-arranging information in a way that makes the most sense for our users, surfacing at-a-glance metrics on the Overview page, adding a concept for Underwriter and Closer wizards to walk specialized users through their workflows, and many smaller features that we considered low hanging fruits.
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