Integrated Solution Tracker @Moneris
Increasing visbility for sales and client consultants
TIMELINE:
January 2023 - February 2023
ROLE:
Lead designer
SCOPE
This purpose of the redesign was to address user pain points while carry over the Moneris brand guidelines. The existing system was dev designed 20 years ago and does not efficently support the needs of our internal users. Resulting in rework and confusion. Stakeholder reviews and feedback cycles weekly.
DELIVERABLES:
User flows, Journey maps, Heuristic markups, User interviews, Prototype, Mockups, Design system updates
BUSINESS GOALS
The purpose was to support scalability and growth of the project over the last 20 years as the demands have evolved over the past years.
USER IMPACT
Increased visibility
The design process
My goal for this project was to minimize waste while engaging as much as the users as possible. The approach was to tackle the redesign in phases. As most of our user base was desktop, we designed to accomdate that first.
STEP 1 - UNDERSTANDING THE USERS
Realizing the main issue was the lack of visiblity and discoverablity. Created map of the journey.
STEP 2 - RESEARCH AND ANALYSIS
We had a great support team from the CI specialists that informed decision making on a feature level based on what our competitors has.
STEP 3 - WIREFRAME AND DESIGN
Our user group ranged from various user types - users with only access to the main portal but also
STEP 4 - PROTOTYPING AND TESTING
We had a great tool called user testing.com to help us drive our design decisions. When happy with the results I then created the mobile variations
NEXT STEPS:
Moneris was looking to redesign their merchant portal by merging two different portals into one. In this process, we looks towards modernizing brand redesign, improving the navigation while making our platform responsive as this platform is very outdated.
CHALLENGES AND KEY LEARNINGS
Working without a PO and no documentations