B2B management
dashboard
Isracard Group, a leading Israeli credit card company with over 40 years of experience, providing advanced business management solutions.
Isracard Group, a leading Israeli credit card company with over 40 years of experience, providing advanced business management solutions.
Redesign dashboard, Responsive version, Color system, Iconography, Accessibility
UX/UI designer
The dashboard is designed for all companies actively conducting business and being clients of Isracard. The primary users are company employees responsible for managing business processes and analyzing data.
Given the business-oriented nature of the dashboard, about 90% of users access it on desktop devices, ensuring convenient handling of large data volumes that require more screen space.
Since it was not possible to conduct user research, the analysis was based on company data, as well as customer service data and an evaluation of the current version of the monitoring dashboard. This approach made it possible to identify key weaknesses and problem areas that required further development. Assessing the product’s functionality and its interaction with users helped define the necessary changes to improve the tool’s performance and enhance usability.
The registration process for new clients requires extensive data input, creating difficulties for new users.
The complex structure of the top main menu with nested elements hinders comprehension and complicates the quick search for necessary information
The homepage of the dashboard contains a large amount of key business information, which complicates its perception and slows down the decision-making process
Before starting work on the dashboard, a competitor analysis was conducted. Credit companies and banks were reviewed to understand the approaches used to improve data management and operational processes.
Cal
Max
Leumi bank
Hapoalim bank
Parallel markets where dashboards with similar functionalities were implemented were also explored. This helped identify current trends in interface development and provided valuable insights into how companies address challenges related to financial management and reporting.
Tableau
Wix
Google analytics
Qlik sense
Power bi
HubSpot
Monday
It is necessary to divide the registration process into several steps and add a step-progress bar. Each step should include a clear heading and concise instructions to ensure users understand what is required of them at each stage.
It is necessary to divide the registration process into several steps and add a step-progress bar. Each step should include a clear heading and concise instructions to ensure users understand what is required of them at each stage.
To simplify user interaction, it is necessary to visualize some data using charts and graphs. This will improve data comprehension and accelerate the decision-making process.
After the research phase, the next step was creating wireframes — low fidelity screens. During the analysis of the filtering process, a usability issue was identified, the filtering took place on one page, while the results were displayed on another, which made it difficult for users to understand the data.
To resolve this problem, a block displaying the selected filters was added directly on the results page, allowing users to easily see which parameters were chosen. Additionally, a button was introduced to enable quick navigation back to the filter page when needed.
Early identification of this issue at the wireframe stage helped avoid unnecessary redesign and development costs later in the process.
The goal was not only to create a lightweight and intuitive design, but also to provide customers with a calm and comfortable working environment. Special attention was given to details to ensure that each interface element served its purpose, allowing users to focus on key business management tasks without unnecessary strain.
Each stage of the registration process is now accompanied by a progress indicator and a clear heading, helping users navigate more easily. These changes significantly reduced the number of errors during form completion, shortened the registration time and increased user satisfaction.
Part of the information was visualized using charts, and interactive features were added to allow users to access additional data and conduct deeper analysis based on their needs. This improved data comprehension, accelerated the decision making process, and increased overall user efficiency.
In the process of developing the filters, the input fields were reorganized, subheadings were added, and the microcopy was improved to make the data filtering process more intuitive and user friendly. The goal was to create a more efficient search method that simplifies working with the data and enhances the user experience.
In this project, I fulfilled the role of a UX/UI designer in a team that included product managers, a project manager and programmers. My main responsibility was to design the user interface and support the overall user experience. Together with my colleagues, I actively participated in multiple dashboard design iterations throughout the entire project. This experience significantly enhanced my user experience design skills and taught me how to collaborate effectively in a team.
