UX Case Example- GTreasury
My Role
Product Re-Design, content strategy, UI Design
SPR - Client
SPR - Client
The Problem
For 30 years, GTreasury has provided clients with a single-source application, providing users with cash payments, transactions, and risk activities for Treasury accounting teams. Unfortunately, the application contains overly complex information architecture and navigation. There existed an opportunity to modernize and streamline the application from the current state of non-standardized forms and tables, unused screen space, and fragmented workflows.
Tools Used
Figma, Miro, Jira, Photoshop, Balsamiq
Skills
Wireframing, UX Research, Prototyping, High Fidelity Mockups
My Role:
UX Strategy
As senior UX Designer for this project, my process starts with a heuristic evaluation. I am studying the application's workflows, checking functionality in a cross-browser environment, recording and reporting findings to stakeholders
The emphasis is to insight into how GTreasury as an application delivers value to the user. Understanding how the user derives value from the application is essential and then redesigning the application. The first step is to understand how a treasury accounting professional would perform their job with this application and then make the experience more intuitive.
Communication driven
As part of an agile team assigned to this project, I prioritized communications to internal team members and externally, reaching out to stakeholders and delivering client-facing presentations on progress.
Research Phase
I interviewed over a dozen treasury professionals and had them walk me through a typical everyday workflow, asking them for the application's strengths and weaknesses as part of a pre-prepared interview script. I also analyze workflows on competitors' applications for reference.
User Personas
I generated user personas from interview scripts and followed research from the information gathered.
Evaluation
I provided a heuristic evaluation, including user research and findings from performing basic workflows through the site testing navigation and design practices in the existing application.
Competitor Analysis
I researched and did trial runs on some of the application's closest rivals to see what functions the competing apps had that GTreasury lacked and where designs could improve and enhance the existing application.
Low Fidelity sketches
Numerous low-fidelity concept sketches and user-flows were quickly paper thumbnailed to construct a simple workflow from the current application.
Wireframes
I created the interaction design, starting with low-fidelity drawn out concepts and conducted preference tests memory tests. I question business stakeholders, and used card tests to verify user flow. I then placed my wireframes - created in Figma - into the sitemap structure.
Prototyping
I created an initial prototype for the application to test workflows and improve them in Figma to demonstrate to stakeholders how a final product would look and how user-centered design could improve upon the workflows. The prototyping process should start a conversation between stakeholders and designers/developers on the application's direction.
Summary
The GTreasury application makes it easy for Treasury accountants and analysts to access the tools and resources they need to perform their daily tasks. The enhanced application helps these professionals better access the information in a prioritized environment. The navigation's design is more user-friendly with logical workflows. Researching this user group taught me the importance of streamlining workflows and balancing data with graphics in selling an idea or communicating
