Nexroot Case Study

Designing a comprehensive platform for streamlined financial management and security

Introduction

The integrated finance management system is a comprehensive platform designed to streamline the management of cardholders, visitors, and transactions for companies. It features centralized cardholder and visitor management, real-time transaction monitoring, and robust reporting tools. Enhanced security measures, including role-based access control, ensure data protection and compliance. This solution improves operational efficiency, reduces errors, and supports informed decision-making.

Problem Statement

The company lacks a centralized system for managing cardholders, visitors, and transactions, leading to inefficiencies, security risks, and poor financial oversight. Current processes are fragmented and time-consuming, with inadequate reporting tools and security measures. Which directly effects the workflows & decision-making.

Solution

Develop an integrated finance management system with centralized management for cardholders and visitors, real-time transaction monitoring, and comprehensive reporting. With the help of this system we can streamline workflows, enhance security with role-based access control, and provide accurate financial insights.

Outcome

The implementation of the integrated finance management system has resulted in improved operational efficiency, enhanced security, and better financial oversight for the company. By centralizing cardholder, visitor, and transaction management, the system has streamlined workflows, reduced administrative workload, and minimized errors. The real-time transaction monitoring and comprehensive reporting tools provide accurate, actionable insights, supporting data-driven decision-making and strategic planning. With role-based access control, the company has strengthened data protection and compliance, leading to a more secure and reliable financial management process.

Target Audience

Company Administrators
Need for efficient management of financial operations and cardholders. Desire to streamline administrative workflows and delegate tasks effectively.
Finance Managers
Require real-time transaction monitoring and detailed financial reporting. Aim to improve accuracy in financial oversight and decision-making.
Cardholders
Need to manage their profiles and view transaction histories easily. Seek support for card-related issues and streamlined communication.
Invited Visitors
Assist in managing cardholder profiles and transactions. Require clear role definitions and secure access to perform delegated tasks.

Approach

Conduct user interviews and surveys with admins, finance managers, IT security professionals, cardholders, and visitors to gather insights.
Develop user personas to represent key user groups and guide the design process.
Create a sitemap and user flows to define the app’s structure and navigation.
Organize content to ensure it is accessible and logically structured.
Sketch low-fidelity wireframes to define layout and basic interactions.
Build high-fidelity interactive prototypes to demonstrate UI/UX.
Design the app to meet accessibility standards, ensuring usability for individuals with disabilities.

Design Thinking Process

Identify

Define

Visualize

Design

Test

User Research
Entrant Analysis

User Persona
User Journeys
Define Goals

Brainstorming
User Flow
Creativity

Wireframes
Visual Design
Prototype

Check Usability
Improvements

User Flow

User Personas

Age

45 Education

MS SE

Status

Married

Occupation

CFO

Location

Urban Area

Personality

Calm

Thinker

Creative

Background

Alex oversees the financial operations of a large organization, ensuring that all transactions are accurate and secure. Alex is responsible for maintaining data integrity and compliance across multiple cardholders and users

Goals

Efficiently manage and oversee all cardholder transactions and financial data.
Ensure the security and accuracy of financial data across the organization.
Delegate roles and permissions effectively to streamline operations.

Needs

A comprehensive dashboard that displays financial stats, graphs, and transaction details.
Easy-to-use tools for managing users, cardholders, roles, and permissions.
Secure access controls to protect sensitive financial information.

Pain Points

Difficulty in identifying and addressing discrepancies or unauthorized activities.
Managing a large volume of data and users can be overwhelming.
Ensuring data security and compliance with financial regulations.

Interests

Financial analytics and performance metrics.
Streamlining administrative processes with technology.

Low-Fidelity Wireframes

Colors & Typography

Inter

Main text

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HI-Fidelity Diagrams

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Abdul Basit Khan

Product Designer

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