User Experience Upgrade

Improved User Experience for a Fintech B2B SaaS

Dinghy standardized and aligned the Navigation and Interaction patterns to create a simpler and more intuitive experience. To ensure that the look and feel of the product is consistent throughout, making it easier to find information and repeatedly use key features.

Visual examples from veitas software elements

Challenge

The product was designed to assist businesses in keeping track of and reminding customers about unpaid bills. However, the product's hard-to-understand navigation and inconsistent interaction patterns lead to a steep learning curve for each feature. Moreover, it lacked clear instructions or guidance on the required steps to complete key actions.

Solution

Dinghy revamped the structure of the presented information in the software to align it with the way users typically think about Software as a Service (SaaS) solutions. The layout and the way users interact with the software also adhere to consistent patterns now, which helps to complete tasks and edit templates more quickly.

Information Architecture

  • Reverse engineered and improved Information architecture
  • Standardization of ux patterns and layouts conventions
  • UX concepts for additional features
  • Workflows for client and customer facing interactions
minimalistic browser layouts before and after redesign

User Flows

All mayor user flows were mapped to align on navigational patterns and to identify key call to actions and recurring User Interface patterns.

flow chart describing multiple paths though the software

Wireframes

Our team developed both low and mid-fidelity wireframes to illustrate pivotal user paths. These transitional outputs helped to reach consensus on the positioning and clustering of content elements, as well as the sequence and highlighting of key features.

schematic layout of a software interface to edit a workflow

User Interface Design

Clear Information architecture and distinctive user journeys for key features. Elaborate visual definitions and interactive functionality of interface elements. Further refinement of an already established design system. Creation of additional components to build conversational timelines.

collage of interface elements from the software project

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