Softglobal, a leading provider of digital POS, wallet solutions, and open banking services, enhances financial transactions by facilitating over 4 billion transactions annually through its advanced payment gateway and SaaS platform, serving both merchants and customers.
As part of this project, a data-intensive payment gateway platform with over 600 screens on web and mobile has been redesigned with a modern and user-centric approach.
INDUSTRY
Fintech
SCOPE
User Research
Design Systems
Web & Mobile Design
User Testing
Enhancing UX, UI & Scalability
Process
The platform’s UI was outdated and failed to meet modern usability standards. A detailed audit revealed multiple duplicate pages and redundant functionalities, creating usability and navigation challenges. Additionally, Product Owners (POs) frequently received user inquiries about feature locations, indicating major discoverability issues.
Goals
• Understand the diverse needs of different user profiles.
• Enhance usability, scalability, and accessibility while ensuring a seamless experience.
• Redesign the entire platform (600+ screens) with a structured information architecture, design system, and a scalable brand identity.
Scope
Stakeholder Interviews & Research
• Conducted in-depth discussions with internal teams and allocated 1+ month for a comprehensive platform review.
• Since no structured design or business documentation was available, existing user flows were manually mapped and documented.
Benchmark Analysis & UX Audit
• Analyzed competitors and industry leaders to identify best practices and common patterns.
• Conducted an extensive UX/UI audit, covering information architecture, usability, hierarchy, and user flows, ensuring alignment with user mental models.
Platform Documentation & Redesign Strategy
• Every screen and interaction was meticulously documented, creating a solid foundation for redesign.
• Prioritized usability enhancements based on audit findings and user behavior insights.
Contribution
• Mapped & Documented all existing user flows.
• Conducted an audit of undefined flows and analyzed screens, connections, and components.
• Redesigned the information architecture to improve clarity and navigation.
• Led internal stakeholder interviews & card sorting tests to validate UX decisions.
• Iteratively refined UX & finalized UI, ensuring a consistent and user-centric experience.
A scalable, intuitive, and modernized platform that significantly enhanced discoverability, usability, and overall user experience.
