Project
KYC / KYB
Admin Tools
[UI] User Interface
Take a journey with me
Project
KYC / KYB
Admin Tools
[UI] User Interface
Take a journey with me
BBVA
Project
Admin Tools
KYC / KYB
Year
2018-2020
Role
UX/UI Hybrid Lead Designer
Supported
- Product Owners
- Lead Admins
- Front / Back-End Development
Visual Design Sessions
KYC & KYB Admin Tools
OVERVIEW
This is a continuation of the visual design process for Open Platforms KYC/KYB Admin tools within a small team that was always out of time and resources, but we still pulled off a relentless project for this start-up with many successes along the way including a great launch.
If this is your first time here, you may want to visit the user experience overview to catch up.
Client
BBVA
Project
Admin Tools
KYC / KYB
Year
2018-2020
Role
UX/UI Hybrid Lead Designer
Supported
- Product Owners
- Lead Admins
- Front / Back-End Development
Visual Design Sessions
KYC & KYB Admin Tools
OVERVIEW
This is a continuation of the visual design process for Open Platforms KYC/KYB Admin tools within a small team that was always out of time and resources, but we still pulled off a relentless project for this start-up with many successes along the way including a great launch.
If this is your first time here, you may want to visit the user experience overview to catch up.
COMPLEXITY, DATA, & PROCESSES
Simplified through
UI Designs
User Interface Delivery
- Storyboarding
- Presentations Stakeholders
- Research & Discovery – Design/Platforms
- Consistent Design Across Platforms
- Experimental & Testing designs
- Design Strategy
- Hi-Fidelity Mocks and Flows
- New UI – New Features to existing apps
- UX/UI Design system integrations
COMPLEXITY, DATA, & PROCESSES
Simplified through
UI Designs
User Interface Delivery
- Storyboarding
- Presentations Stakeholders
- Research & Discovery – Design/Platforms
- Consistent Design Across Platforms
- Experimental & Testing designs
- Design Strategy
- Hi-Fidelity Mocks and Flows
- New UI – New Features to existing apps
- UX/UI Design system integrations
KYC / KYB
UI Kits Built & Integrated
Since BBVA has started this new endeavor into the fintech aka: “New Digital Business Model”, a lot of the BBVA’s UI was centered around the standard banking services and branches. Kyle had created new UI components centered around the admin tools and Open Platforms APIs in how they worked, integrating these into the preexisting libraries seamlessly. He took the liberty in doing this with growth and flexibility in mind. While he established a UX system, UI System processes to fit into the stages of finalization and delivery within the BBVA NDB UI kits including back up versioning.
Delivery / Solutions
- Created processes for online outputs used; Zeplin, Invision, Jira, & Confluence
- Behaviors, patterns, color usage, and iconography adapted and streamlined
- Tables, notifications, alerts, editing, emailing, note taking components were designed/added to masters
- Multilevel multifunctional components that saved time
- Design Processes from experimentation, review, breakdown into masters, and version control
- Hi-fidelity designs, flows, Band-Aids, and Component evolution of design
KYC / KYB
UI Kits Built & Integrated
Since BBVA has started this new endeavor into the fintech aka: “New Digital Business Model”, a lot of the BBVA’s UI was centered around the standard banking services and branches. Kyle had created new UI components centered around the admin tools and Open Platforms APIs in how they worked, integrating these into the preexisting libraries seamlessly. He took the liberty in doing this with growth and flexibility in mind. While he established a UX system, UI System processes to fit into the stages of finalization and delivery within the BBVA NDB UI kits including back up versioning.
Building UI
Components
WITH GROWTH IN MIND
This is a brief example showing Kyle’s experimental designs combined with pitches of condensing features, notification color usage, and iconic symbolism to help minimize and condense a lot of information into a limited space. Not to include many contingencies of backend development of API calls and limitations while keeping in mind many of the other challenges were being worked through some of these examples.
Building UI
Components
WITH GROWTH IN MIND
This is a brief example showing Kyle’s experimental designs combined with pitches of condensing features, notification color usage, and iconic symbolism to help minimize and condense a lot of information into a limited space. Not to include many contingencies of backend development of API calls and limitations while keeping in mind many of the other challenges were being worked through some of these examples.
EVOLVING, ADAPTING, & TRANSITIONING
Hi-Fidelity UI Design Evolved
EVOLVING, ADAPTING, & TRANSITIONING
Hi-Fidelity UI Design Evolved
Less Clicks &
EASE OF FRUSTRATION
Kyle consolidated the number of clicks getting into the clients profiles and details of the verification process for admins. He maximized the viewing space and clean the controls and functionality. While improving prioritization on the pages and highlighting the daily routines that the admins would go through for an easier process, readability, adding notes, editing clients, or to verify, decline to save time and less clicks. These were the tricks for happy admins. It was the steps forward to get closer to automation.
- Brought and created all information to the forefront of the admin in sync to their daily routines, and the processes of handling the verification for Open Platforms clients.
- Brought in accordions to maximize space in highly sensitive areas such as new headers of profiles.
- Reduced clicks – by consolidating quick click behaviors for reviewing documents or making notations & action roles
- Organized alert types and notifications and flows
- Brought all alert/types codes dynamically upon user profile viewing, helping admins to dissect issues quicker
- Maximized all viewing space to the full width of the page instead of the half while opening up all rows/interactions
- Easy controls for documents, new uploads, and reading sent documents from clients
Less Clicks &
EASE OF FRUSTRATION
Kyle consolidated the number of clicks getting into the clients profiles and details of the verification process for admins. He maximized the viewing space and clean the controls and functionality. While improving prioritization on the pages and highlighting the daily routines that the admins would go through for an easier process, readability, adding notes, editing clients, or to verify, decline to save time and less clicks. These were the tricks for happy admins. It was the steps forward to get closer to automation.
Project Stats
90
Errors Found More Efficiently
75
Clients Quickly Onboarded
70
Admin Time Saved
Project Outcome
SUCCESSFUL LAUNCH
Over a two year period we had hit all of our pitches, beta launches, soft launches to final deployment regardless of its challenges and hiccups. This was truly remarkable as if any one knows working within a hundred 150 year old institution would understand the red tape and hoops you will jump through in order of getting things done.
Open Platform had onboarded several clients and had huge growth while the admins were running thousands of verifications weekly through these tools. Overtime this project went through many improvements and added features over the course of this period of time.
Awards & Mentions
- 2017 Excellence Award – Hinge/Open Platform – “Unwavering Commitment & Delivery”
- 2018 Certified Scrum Master- Mountain Goat
- 2019 Excellence Award – BBVA Open Platform – “UX/UI Design”
Project Outcome
SUCCESSFUL LAUNCH
Over a two year period we had hit all of our pitches, beta launches, soft launches to final deployment regardless of its challenges and hiccups. This was truly remarkable as if any one knows working within a hundred 150 year old institution would understand the red tape and hoops you will jump through in order of getting things done.
Open Platform had onboarded several clients and had huge growth while the admins were running thousands of verifications weekly through these tools. Overtime this project went through many improvements and added features over the course of this period of time.
Awards & Mentions
- 2017 Excellence Award – Hinge/Open Platform – “Unwavering Commitment & Delivery”
- 2018 Certified Scrum Master- Mountain Goat
- 2019 Excellence Award – BBVA Open Platform – “UX/UI Design”
