Designed 0->1 tool helping BNY track over $9.5B in transactions data
ROLE
Product Designer
TIMELINE
2025
TEAM
IMPACT
Outcomes
87%
Reduction in lookup time
25%
User satisfaction
$9.5B
Daily transactions
PROBLEM
Low discoverability & information overload
Sifting through Excel, UPP, and APY, it took users an average of 9.3 seconds to find transaction information. After the redesign, it took users an average of 1.2 seconds.
This contributed to slower processing times and increased reporting errors.
SOLUTION
Transaction filtering
Search a transaction by Transaction ID, sender, receiver, or amount of money.
Transaction searching
Search a transaction by Transaction ID, sender, receiver, or amount of money.
USER TESTING INSIGHTS
Highlight Patterns
Users needed dense payment data to be easier to parse at a glance, reducing cognitive overload during high-volume processing
Holistic Data
Users still struggled to interpret trends and connections between transactions, signaling a need for synthesized, high-level analytics.
Search bar
Search transactions or pages from the homescreen.
NEW FEATURE
Analytics
SOLUTION
Landing on the Final Solution
Early on, I assumed giving users the ability to drill down into data was the solution. But as I dug deeper, I realized the real challenge was deciding which types of data users needed a detailed view of vs. a summarized view.
REFLECTION
Focusing on Key Flows
Challenge assumptions early! Things aren't always as you assume, and by understanding your biases you can prevent building solutions on problems that are don't exist.
Communicate with stakeholders early and often. Sharing working prototypes and drafts helps with incorporating everyone's feedback and keeps cross-functional teams aligned.
When working with engineers, try to understand coding constraints and push for the best, most feasible solution.