Banking Visibility Application (BVA)
Designed an internal-facing banking analytics tool that simplified complex data visualizations and optimized workflows for operational teams. Improved data clarity and decision-making efficiency through research-driven UX design.
- Project Type Enterprise SaaS, Data Visualization UX, FinTech, Internal Tool Design, UX Research & Workflow Optimization
- My Role UX Designer (Research, Wireframing, Prototyping, Testing)
- Tools Used Figma, InVision, Sketch, Phoenix Design System
- Duration 5 Months
- Company Bank of America
Confidentiality Note:
This project is confidential. Visuals and internal data cannot be publicly shared. Please contact me for more information.
The Banking Visibility Application (BVA) was developed to support internal banking teams in making faster, more informed decisions through clear data visualization and streamlined workflows. I led the end-to-end UX design to ensure the tool was intuitive, scalable, and aligned with both user needs and business objectives.
The Challenge
✘ Complex and cluttered data visualizations were hindering comprehension and slowing down decisions.
✘ Operational workflows were inconsistent and inefficient.
✘ Stakeholders lacked a clear link between UI design and business KPIs.
The Goal
✔ Translate raw data into user-friendly visualizations to support timely decision-making.
✔ Redesign workflows for greater speed and operational efficiency.
✔ Align design outcomes with measurable business goals.
My UX Process & Approach
Research & User Understanding
- Conducted user interviews and stakeholder workshops to understand pain points and expectations.
- Mapped existing workflows and identified bottlenecks across departments.
- Synthesized findings into personas and task flows to guide ideation.
Wireframing & Prototyping
- Created low-fidelity wireframes to explore layout and data hierarchy.
- Designed high-fidelity prototypes with interactive dashboards tailored to user roles.
- Prioritized modular design for potential reuse and scalability across teams.
Design System Integration (Phoenix Framework)
- Utilized the Phoenix Design System to maintain visual consistency and scalability across the application.
- Customized components for dashboard-specific needs including filters, charts, and user role variations.
- Partnered with developers to ensure component behavior matched interaction expectations across breakpoints.
- Documented usage guidelines for future design iterations and system expansion.
Usability Testing & Iteration
- Facilitated testing sessions with internal analysts and operational leads.
- Gathered feedback on clarity, speed of access, and interaction flows.
- Iterated on visual hierarchy, filters, and navigation to reduce friction and cognitive load.
Final Outcome & Impact
✔ Improved data comprehension and visibility across teams through clearer visual layouts.
✔ Reduced average workflow completion time by 25%, increasing productivity and responsiveness.
✔ Enabled faster decision-making for internal operations through well-structured, actionable dashboards.
✔ Delivered a scalable internal tool that can support additional use cases and datasets over time.
Key Takeaways & Learnings
✔ Data visualization must be paired with user empathy and real-world testing to deliver clarity.
✔ Business alignment is not an afterthought—it’s a core UX principle in enterprise settings.
✔ Early stakeholder collaboration accelerates design adoption and long-term success.