Fintech
6 min. read time
Bank Management System
Enterprise Dashboard Redesign
Product Designer
Aug 2024 - Oct 2025
Product Designer (me)
3 AI and 2 Backend Developers
Front-end Developer
Impact at a Glance
45% faster document retrieval (4 min → 2.2 min)
30% reduction in manual processing errors
60% increase in audit transparency
“From paper chaos to a unified, role-smart digital command center - this system became the backbone of internal banking efficiency.”
The Challenge
Customer data lived across spreadsheets, emails, and physical folders.
Access control was manual, inconsistent, and error-prone — role approvals took 2–3 days.
Document retrieval was unpredictable, and audit trails were non-existent.
Client Quote
“We needed one source of truth — secure, fast, and role-aware. Without it, compliance and efficiency were at risk.”
Goal
Design a centralized, role-based digital platform that consolidates data, enforces granular permissions, and scales securely across 500+ internal users.
Research & Insights
80%
of delays = poor hierarchy
Not lack of data — but lack of smart data surfacing. Heatmaps and session replays confirmed users were lost in noise.
3
Core Personas Defined
Through 3 stakeholder workshops, we mapped needs and access levels — building a permission dependency matrix to prevent overlap.
Core Personas
Admin
Read/Write/All
Full control, approvals, user management
Business
Read/Write (Scoped)
Edit/upload docs, OCR, task assignment
Normal
Read-Only
View-only, search, export reports
Visual Language
Adaptive tables
for small screens
Key Insight:
80% of delays were due to poor information hierarchy, not lack of data. The system needed role-aware UI and smart data surfacing.
Design Process
I followed a modular, iterative approach - balancing technical feasibility with user intuition.
Step process
A proven workflow that ensures seamless collaboration and outstanding results.
The Solution
A modular, role-driven enterprise dashboard that unifies data, tasks, and governance - with zero friction.
Admin Module: Role Governance Center 👇
Business Module: Document Intelligence👇
User Module: Read-Only Access👇
→ Result: Zero risk of accidental edits, full transparency for auditors, and a 30% faster read-only workflow compared to legacy shared drives.
The streamlined interface became a key internal selling point - even read-only users felt empowered, contributing to the overall 4.6/5 satisfaction score.
Results and Reflection
After full internal rollout across departments, the RBank Management System delivered measurable gains in efficiency, accuracy, and compliance.
The unified platform eliminated scattered workflows, empowered every user role, and turned a once-fractured process into a seamless, audit-ready operation.
Results (Post-Launch: April 2025)
45%
Faster Document Retrieval
4 min → 2.2 min
30%
Reduction in Manual Errors
1 in 3 → 1 in 10
60%
Increase in Audit Transparency
Manual logs → real-time + export
4.6/5
Internal User Satisfaction
Post-adoption survey
“The clean structure, role clarity, and audit transparency have transformed how our teams operate daily.”
— Client Project Manager, Business Organization
Reflection
Led enterprise-grade system design from chaos to clarity
Bridged design, AI, and backend through shared language and artifacts
Delivered measurable operational ROI in a highly regulated environment
Next Evolution?
Predictive task routing using behavioral data - already in discussion with the client.
