CLIENT
KYC / KYB
Admin Tools
[UI] User Interface
KYC / KYB
Admin Tools
[UI] User Interface
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
The design journey for the BBVA KYC KYB Admin Tools involved overcoming significant challenges within a resource-constrained team. This process not only tackled complexities and data management intricacies but also led to a successful launch of vital compliance tools.
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
The design journey for the BBVA KYC KYB Admin Tools involved overcoming significant challenges within a resource-constrained team. This process not only tackled complexities and data management intricacies but also led to a successful launch of vital compliance tools.
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:
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:
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:
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.
- Storyboarding & Mapping
- Presentations Stakeholders & Product
- Research & Discovery – Design/Platforms
- Consistent UI Design Across Platforms
- Experimental Ideation & Testing with Q/A
- Conducted Design Strategy Workshops
- Lo & Hi-Fidelity Mocks and Flows
- New UI Feature Rollouts
- UX/UI Design System Integrations
DELIVERED
Delivered an Exquisite Experience
Unveiling a Seamlessly Crafted Journey through Comprehensive UX Research,
Enhanced UI Design, and Robust Prototyping
- Storyboarding & Mapping
- Presentations Stakeholders & Product
- Research & Discovery – Design/Platforms
- Consistent UI Design Across Platforms
- Experimental Ideation & Testing with Q/A
- Conducted Design Strategy Workshops
- Lo & Hi-Fidelity Mocks and Flows
- New UI Feature Rollouts
- UX/UI Design System Integrations
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.
