Rebecca Leckman

Multi-regional, multi-cultural, mutli-lingual, dozens of currencies and exchanges, transfer methods, and full trade and shipping management, this international corporate banking system was an epic project to tackle on a quick turnaround. Working with a wonderful client whose passion for designing a superior customer experience grew as the project progressed, the results exceeded expectations by providing an intuitive experience that removed the previous need of making new users go through weeks of training to master the basics in the system.

An example wireframe from one of the transaction screens for the project. The "three click rule" is never an accurate measure of usability, but in addition to an arduous path to get to the beginning of a task the previous system also did very little to make the user feel like each click was taking them in the right direction due to an awkward navigational taxonomy and very little system feedback. For example, an intra-company transfer went from 5 clicks just to reach the correct transfer screen, then 7 more screens to complete a single transaction. Revising the navigation provided the user with a well defined path that required a single click to arrive to arrive at the transaction page and a simple, progressively disclosed single-screen experience with improved inline validation to help users correctly complete the information required for transaction on their first attempt. The improved informational scent leading users through the task was a significant win.