The client is a leading financial services company based in the US that offers corporate restructuring and consumer-bankruptcy-related solutions to fiduciaries. In addition, the firm provides its solutions in the areas of specialty deposits and receiverships.
The client is building a brand new U.S. Chapter-11 corporate restructuring management product and has complex financial workflows with stakeholders like Case Administrators, Client Administrators, Legal Professionals, Creditors, Debtors, and Financial Accountants. Zymr was called upon to help streamline the User Experience for several core workflows in the bankruptcy management lifecycle. The client had provided Zymr with Business Requirements Documents (BRDs), some wireframes, and a design standard guide. We were responsible for final polished high-fidelity UX and supporting software developers to implement the approved UX.
Business impacts/key results achieved
To be effective in our UX design, we understand the domain of corporate bankruptcy. With some assistance from our product owners, we quickly grasped the BRD requirements and started with information architecture. We needed to understand the workflows and specific forms that match the database schema. We leverage the wireframes provided to us and improved on them to come up with our UX design. We incorporated UX that mapped the User Personas. We designed the UX using Sketch and used prototyping tools like InVision to review our design with the client. After our client approved our UX designs, we shared the Zeplin files with our UI developers. We continued to iterate over these designs and also do UI acceptance testing of the final UI. We followed Agile Development processes and used Jira for all our work.
Strategy and Solution
We followed a disciplined Agile methodology for our UX design work. Our team conducted a periodic retrospective that helped us improve our efficiency and accuracy. The InVision tool helped us in validating complex workflows and making amendments before implementation. Our choice of Zeppelin was highly effective with UI developers and reduced CSS bugs. Responsive design was one area where we had sporadic issues, which we later improved once identified.
The project was a large one involving a team of Zymr UX designers working in an agile manner over many sprints. We were instrumental in helping our client in defining consistent UX design standards that incorporate corporate branding guidelines. We brought our wealth of experience in using various design tools and eventually settled on the use of Sketch, InVision, and Zeplin. Our team successfully captured business goals and provided a smooth user journey through a myriad of UI screens we designed. The micro-interaction design helped in navigation from different phases. Our dashboard design was well-received for its clarity. We leveraged the agreed-upon UX design standards to make sure the layout, use of typography, iconography, and interactions were consistent throughout the UX design outputs. The resulting high-fidelity UX appealed to our client’s end-users, who helped in the beta testing process.
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