KYC / KYB

Admin Tools

[UI] User Interface

KYC / KYB

Admin Tools

[UI] User Interface

CLIENT

BBVA

PROJECT

KYC/KYB Business
Application

YEAR

18-2020

ROLE

Lead UX/UI Designer

SUPPORT

  • Product Owners
  • Business & Admin Teams
  • KYC Admin Teams
  • Engineers & API Development
  • Front / Back-End Development

VISUAL DESIGN SESSIONS

Overcoming Challenges for a Successful Launch

INTRODUCTION

This continuation of the visual design process for Open Platform’s KYC/KYB Admin tools reflects a relentless effort within a small, resource-constrained team. The journey involved tackling complexities, data management, and intricate processes while achieving a remarkable launch.

CLIENT

BBVA

PROJECT

KYC/KYB Business
Application

YEAR

18-2020

ROLE

Lead UX/UI Designer

SUPPORT

  • Product Owners
  • Business & Admin Teams
  • KYC Admin Teams
  • Engineers & API Development
  • Front / Back-End Development

VISUAL DESIGN SESSIONS

Overcoming Challenges for a Successful Launch

INTRODUCTION

This continuation of the visual design process for Open Platform’s KYC/KYB Admin tools reflects a relentless effort within a small, resource-constrained team. The journey involved tackling complexities, data management, and intricate processes while achieving a remarkable launch.

VISUAL DESIGN SESSIONS

Four Staged Efficient UI Process
Rapid Prototyping

Conducted workshops to align with admin needs and facilitate problem-solving UI design.

Define Design System

Merged UI for consistent design across the platform, website, and backend portal.

Test & Iterate

Used A/B testing, validated decisions, and iterated with evolving user needs.

Rinse, Repeat, & Evolve

Iteratively implemented the final design with the development team for sustained excellence.

Rapid Prototyping

Simplifying Complexity through Rapid Prototyping

Transforming Challenges into Solutions

Kyle’s expertise in rapid prototyping not only brought UI designs to life but also unraveled complexities, offering inventive solutions for admin teams and Open Platform’s clients.

View comparison examples below:

UI Design pixel perfect
UI Design Measurements
UI Design pixel perfect
UI Design Measurements

Rapid Prototyping

Simplifying Complexity through Rapid Prototyping

Transforming Challenges into Solutions

Kyle’s expertise in rapid prototyping not only brought UI designs to life but also unraveled complexities, offering inventive solutions for admin teams and Open Platform’s clients.

View comparison examples below:

UI Design System Sketch / Zeplin
User interface design system

Design System

UI Component

Development for Scalable Growth

User Interface Elements with Future-Proof Design Strategies

Kyle introduced new UI components tailored to admin tools and Open Platforms APIs, integrating seamlessly into existing libraries with growth and flexibility in mind. This included establishing UX and UI processes within BBVA NDB UI kits.

  • Established efficient workflows using Zeplin, Invision, Jira, & Confluence.
  • Enhanced and unified behaviors, patterns, colors, and iconography.
  • Integrated components like tables, notifications, alerts, and more into master designs.
  • Developed multifunctional components for time-saving efficiency.
  • Executed design processes involving experimentation, review, breakdowns, and version control.
  • Iteratively refined hi-fidelity designs, flows, and design components.

A few examples below:

UI Design System Sketch / Zeplin
User interface design system
Design System

UI Component

Development for Scalable Growth

User Interface Elements with Future-Proof Design Strategies

Kyle introduced new UI components tailored to admin tools and Open Platforms APIs, integrating seamlessly into existing libraries with growth and flexibility in mind. This included establishing UX and UI processes within BBVA NDB UI kits.

  • Established efficient workflows using Zeplin, Invision, Jira, & Confluence.
  • Enhanced and unified behaviors, patterns, colors, and iconography.
  • Integrated components like tables, notifications, alerts, and more into master designs.
  • Developed multifunctional components for time-saving efficiency.
  • Executed design processes involving experimentation, review, breakdowns, and version control.
  • Iteratively refined hi-fidelity designs, flows, and design components.

A few examples below:

Test & Iterate

Optimizing User Flows

Enhancing Efficiency for Admins

In addressing the challenge of user interaction complexity, Kyle implemented strategic enhancements to streamline the verification process for admins, ensuring a smoother workflow and improved user experience.

Reducing Clicks & Minimizing Frustration

Condensing the number of clicks required to access client profiles and verification details, alleviating frustration for admins.

Maximizing Viewing Space & Controls

Prioritized maximizing viewing space, ensuring a cleaner interface with intuitive controls, improved readability, and enhanced functionality.

Prioritizing Daily Routines

Highlighted key functionalities on the pages, including adding notes, editing client details, and facilitating the verification process.

Automation Steps

The implemented changes were instrumental steps toward automation, enabling admins to perform tasks more efficiently and with fewer clicks.

Delivered UX Solutions

Brought critical information to the forefront, aligning seamlessly with admins’ daily tasks and the verification processes for Open Platform clients

Accordion Implementation for Efficiency

Accordions were introduced strategically to maximize space in sensitive areas, particularly for reviewing in depth feedback loops, optimizing the overall layout.

Consolidating Quick Click Behaviors

Click behaviors for reviewing documents or making notations were consolidated, simplifying actions for admins and reducing unnecessary steps.

Organizing Alerts and Notifications

Organized alert types and notifications facilitated smoother communication, ensuring that admins could promptly address issues

Dynamic Alert/Types Codes

Alert/types codes were dynamically integrated upon user profile viewing, enabling admins to quickly dissect issues and take appropriate actions.

Efficient Conversations & Roles

Optimized the UI, simplifying how admins manage messages, document requests, and past conversations for enhanced role-specific workflows.

Intuitive Controls & Document Management

Easy-to-use controls for handling documents, managing new uploads, and reviewing sent documents from clients were implemented, further enhancing the overall usability.

Streamlined Dashboards

Implemented a unified dashboard providing real-time alerts and onboarding statuses tailored to diverse user roles—admins, managers, and business executives.

Rinse, Repeat, & Evolve

Transformation of High-Fidelity UI Designs

Navigating Evolution and Adaptation for Seamless User Experiences

Transformation of High-Fidelity UI Designs

Navigating Evolution and Adaptation for Seamless User Experiences

DELIVERED

A Journey of Growth, Collaboration, and Continuous Learning

Throughout a dynamic two-year journey marked by challenges and triumphs, the project successfully realized its goals—meeting pitches, executing beta and soft launches, and achieving the final deployment.

DELIVERED

Delivered an Exquisite Experience

Unveiling a Seamlessly Crafted Journey through Comprehensive UX Research,
Enhanced UI Design,
and Robust Prototyping

Increased

Admin Time Saved

Automation

Admins Routines

Problem Detection

Verification Efficiency Boost

Onboarding

Efficient Client Adoption

Time Savings

Reduced Admin Training Time

RESULT

KYC/KyB UI Design has been a game-changer for our admin teams. It’s not just a design upgrade; it’s a transformative tool. It’s helped us isolate and flag risks faster, making our tasks more efficient and enjoyable.

The venture witnessed substantial growth, seamlessly onboarding numerous clients, and evolved

 through a continuous cycle of improvements and feature additions…

Highlighting Collaboration

  • Coordinated effectively with cross-functional teams including Product Owners, Business & Admin Teams, KYC Admin Teams, Engineers & API Development, and Front / Back-End Development.

Growth and Learning

  • Challenges overcome: Navigated complexities within a large multicultural team, handled resource constraints, and achieved a successful launch.

RESULT

KYC/KyB UI Design has been a game-changer for our admin teams. It’s not just a design upgrade; it’s a transformative tool. It’s helped us isolate and flag risks faster, making our tasks more efficient and enjoyable.

The venture witnessed substantial growth, seamlessly onboarding numerous clients, and evolved

 through a continuous cycle of improvements and feature additions…

Highlighting Collaboration

  • Coordinated effectively with cross-functional teams including Product Owners, Business & Admin Teams, KYC Admin Teams, Engineers & API Development, and Front / Back-End Development.

Growth and Learning

  • Challenges overcome: Navigated complexities within a large multicultural team, handled resource constraints, and achieved a successful launch.