"FinNest" is a finance dashboard to track income, expenses, savings, and investments and to track the financial journey of the user.

The client wanted to redesign an an existing financial dashboard used by their users. The old application was non-responsive and was out of trend design. The new design layout has to be balanced with organized structure to encourage an intuitive flow, empowering the user to stay in control. It must have a fresh and professional look and the dashboard should present all the vital info at same place without a visual clutter. The new design fullfilled the requirements.

The design requirements:

• Balance and Oorganized
• Intutive Flow
• Fresh and appealing look
• All vital info presentation
• Informative, functional but not cluttered

My Role & Responsibilities

I was involved starting from ideation till design phase only. My contributions included:

• Supporting the initial wireframing process and planning discussions with client
• Designing high-fidelity mockups in Figma

Tools & Technologies Used

• Miro: for rough ideas
• Figma: for design of mockup and prototype

Design & Development Approach

1. User Research
The users were internal stakeholders, and their needs were captured through UX research techniques like interviews, observations, and feedback loops.
2. Ideation & Planning
Collaborative sessions with client and discussions on what and how to redesing the existing application. Discussions concluded towards finding:
• Scope of the project
• Areas of improvement in existing application
• Defining the requirements of new design
3. Design & Prototyping
• Initial ideas were gathered in Miro
• Final design and mockup/prototypes were built in Figma
4. Review with the client
• Review meeting with client
• Feedback points collection
• Design further improved to match the requirements
• Design handed over to client for development