Revamped merchant portal

As a product designer for the merchant portal of a large global fintech, I’ve been responsible for the full design process.

Client
Worldline

Role
Product Designer

About the project

Year
2023

Worldline offers their merchants a portal were day can manage daily tasks, such as transactions, refunds, reports amongs other features. The purpose behind a revamped portal was to create a more useful and joyful merchant portal, a destination for merchants to create better understanding of their business. In this project I've been conducting interviews, created different concepts and translating customer needs in to tangible design. The outcome is a revamped portal, that still is work in progress. 

CHALLENGES

  • Navigate between different design libraries and legacy designs

  • Driven by data and customer needs

  • Design for here and now - but with a long horizon 

Key takeaways

Early in the project, it was decided that we shoud aim for mobile first, and that was for me a big learning in how to communicate cusotmer insights to the team and other stakeholders. It's easy the get hooked by buzz-words, such as "mobile first" and in my case, all interviews pointed to desktop first. My approach was to explained this in Show & Tells, demos and other forums in order to get everyone onboard of the user insights. It also made sense when we got data on the behavior. That approach sparked the idea of starting a Show & Tell for all designers and a possibility for everyone in the design team to share more designs and challenges with each other. We have created both desktop and mobile versions, and to the right here is the mobile screens for settings pages. 

LEARNINGS

  • Dig deeper and ask why, get to the root of the problem

  • Stay at the problem a little bit longer than usual
  • Scope down the initiative

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