valor:
curating a platform that provides visibility of portfolio and business risks.
overview.
Company
Timeline
Apr 2023 - May 2023
Team
— Me (Product Designer)
— Saurabh Parashar (PM, Co-Founder)
— Harshit Garg (Co-Founder)
— Gouse Mohammed (Senior Designer)
— Aakriti Mehra (Front-end Developer)
opportunity.
The opportunity is to provide lending companies and debt investors with a platform that can provide the visibility of possible portfolio and business risks associated with the company.
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Note: This project was under NDA. To comply I have omitted certain parts. The screens presented are just a small part of my work at Valor.
the problem.
New platform incoming alert! This meant the navigation was only getting more complicated from this point on.
We hoped on a team call to discuss the best approach towards creating navigations. We aimed to help the user slowly adapt to new information instead of overloading and confusing them with information.
We added descriptions to help users gradually build upon the experience.
The senior designer and I also dug into the nuances to determine which features we could use, dismiss, or what we would implement ourselves.
data visualization.
My first focus was researching for inspiration from other real-life platforms to understand best practices and what we could achieve.
Apart from that we also focused on choosing colors for the charts that were coherent with the brand identity
2. Simplifying navigation.
We made use of gesture navigation (swipe) and switch buttons to make complex navigation intuitive.
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Deployed breadcrumbs to help the user monitor their journey on the platform and not get fazed by the complex navigation.
— Making the user feel in control.
1. Used collapsible rows for data tables to felicitate a quick skim through the information.
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2. Valor is a data-heavy platform but we did not want to create attention fatigue for the users even though our user base mainly deals with numbers. We realized the best we could do was to empower users by giving them ways to control how and in what quantities they can view data. We identified important groups and common use cases and made filters to the best of their use.
3. Data Visualization.
We used graphs to aptly represent data wherever we could and made cards to make the important information stand out.
settings flow.
Settings flow, though a different section, came into the picture very later on in the process.
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While designing the Reporting Platform we realized instead of asking users to fill in forms again on different platforms we integrate all the important information requests in one place that will remain accessible at all times on the sidebar.
accessibility.
1.
I added descriptions to alleviate the learning curve and clear labels for interactive elements that can be read by screen readers.
3.
Clear cues were presented to the user through text ornaments (like stars), icons, and color psychology.
2.
I used landmarks to help users navigate the site, including users who rely on assistive technologies.
4.
I used headings with different-sized text for a clear visual hierarchy.
5.
Used overlays to dictate attention and avoid distractions.
reflections.
— Diligence is all it takes.
I learned that even though the problem I was trying to solve was a big one, diligently going through each step of the design process and aligning with specific user needs helped me come up with solutions that were both feasible and useful.
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— Function and Form can go hand-in-hand.
It was tempting to overhaul the entire experience from the start, but in reality, the best design might be the simplest. Users just needed a clear CTA.