GROW Super; Income Distribution
Concept, wireframe & design.

Overview

  • Project Duration: 4 sprints
  • Client: GROW Super
  • Team: UX/UI Designer, Product Owner, Front-End Engineer, Back-End Engineer
  • Tools: Whimsical, Figma

Income Distribution - Understanding the problem space

WHAT I AM DESIGNING
A feature that allows administrators to distribute money coming from investment products to be distributed with tax among the fund members, not changing the amount distributed to each member it only tells them how much of the amount that they received is taxed and under what category.


WHO IS THIS FOR
Superannuation administrators, most of them being tech-savvy recently graduated students.


WHEN AND WHERE THIS WILL BE USED
A few times in the year superseding the interim tax statements until the final one is on the system.


WHY IS THIS IMPORTANT
It helps the administrator to update data received from the custodian to distribute income against member accounts, maintaing track of the tax statement simply until it becomes final and finally to create a case in the system to have a record of what is happening and when is happening.


Challenges

  • • Due that it was a super complex feature with many components and changes over time, it was difficult to agree on business requirements without changing existing platform capabilities or implementing single-use components in the design system.
  • • Understanding of the business logic and terminology to present and identify the best possible solution.
  • • It was super hard for me to barely understand all the tax components and processes not coming with a business or financial background.

My Role

Desktop research, UX design. UI design.

  • • Creating user stories with the Product Owner.
  • • Wireframing possible solutions based on Business and development requirements.
  • • Gathering and integration of components from the design system.
  • • Preparation of final UI and interactions for developers.
  • • Shoulder check with developers to assure the desired results of the project.

Process

Research (competitor analysis and desktop research), meetings with business analyst and developers to scope the project and analyse the findings. Wireframing and finally UI design for implementation.