Dashboard Transformation

2022

Sumitomo Mitsui Banking Corporation

Dashboard Transformation

Problem

The SMBC E-Moneyger dashboard suffers from an outdated structure and lacks intuitive navigation.

Users face challenges in retrieving balances and reports, while notifications and emails are often unclear and ineffective.

Solution

We transformed the user experience: redesigning onboarding, dashboard interface, wire transfers, and report generation.

We conducted comprehensive research involving four key groups: the SMBC Customer Council, SME stakeholders, EMEA customers, and non-SMBC target users. This helped us identify priorities, pain points, and opportunities for improvement.

Impact

This laid the foundation for dashboard modernization, prioritizing user experience.

The redesigned interfaces were shared with potential customers who previously hesitated to purchase due to poor user experience. Their positive feedback indicated a renewed interest in the service once the new designs are implemented.

User Types

Credit Union Card Services Member

Has access to one Credit Union’s data

Co-op Contact Center Agents

Has access to all Credit Unions that a customer may be a part of but has limits on what tasks they can perform for a Credit Union

My Role

Product Designer

Co-lead user experience design and research

Planned research, developed prototypes, and conducted usability testing to gather insights and refine design concepts.

Refined the design system

Ensured design components adhered to design system guidelines, creating consistency and usability across the platform.

Managed stakeholder expectations and communicated progress

Shared key takeaways and actionable insights.

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