Phoenix portal

Toyota Finance

 

Transformation and automation of financial service process through modern web app

Pain points

Manual work was conducted via excel, email and share drive each day. Efficiency and accuracy were the main concerns for the sales process and customer experience

Project outcomes

Clients are able to use online portal to communicate and accelerate the sales process. Customer data are stored on the cloud and team representatives could access the real time data and minimise human errors. Customers are now able to self-serve and can access their profile 24/7

What I did.

Role: UX Design Lead / UI / Front end designer

  • Run UX workshops to consolidate ideas in holistic perspective

  • Categorise business challenges and market needs to identify MVPs

  • Develop mockup, wireframe and prototype for admin and customer portals to illustrate acceptance criteria and user flow in visual design

  • Code workable Angular HTML prototype to reduce numbers of iteration between designers and developers

Technique/Technology:

  • UX: Persons/Customer journey/Content inventory

  • Mockup: Adobe XD/Photoshop/Illustrator

  • Front end: Angular/Javascript/jQuery

  • UI: Bootstrap/CSS/SCSS

 

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