WHAT I AM DESIGNING
An experience that allows administrators to store bank accounts on the platform, to ingest bank statements on these accounts in different formats from various banks being the most common format CSV, the ability to view the transactions in each one of these statements and finally to mark transactions from unreconciled to reconciled.
WHO IS THIS FOR
Superannuation administrators, most of them being tech-savvy recently graduated students.
WHEN AND WHERE THIS WILL BE USED
On a daily basis, when the reconciliation process can’t be done in an automated way.
WHY IS THIS IMPORTANT
It helps the administrator to upload a new bank statement line to reconcile the transaction against. To confirm that all the transactions in the bank accounts are recorded in the platform accounting records and match each statement line in the bank account to an existing transaction in the platform (Tina).
Desktop research, UX design. UI design.
Research (competitor analysis and desktop research), meetings with the Product Owner, developers and back-end engineers to scope the project and analyse the findings. Then ideation wireframing and finally a consistent UI design.