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Fintech

Designing Clarity for Compliance

A data discovery and compliance tool redesigned to help organizations accurately locate, secure, and manage sensitive card data in alignment with PCI DSS requirements.

~19%

Improvement in scan task efficiency

~16%

Increase in feature discoverability

~14%

Uplift in overall usability
Case StudyBanner image
CLIENT
Crossbow Bolt Data Discovery Tool
TEAM
UX Designer, UI Designer, Product Stakeholders

Services Used

UI & Visual DesignProduct & UX DesignAudit Performance and Accessibility
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The Challenge

Crossbow Bolt’s existing interface made it difficult for users to efficiently perform core compliance tasks such as running frequent scans and identifying sensitive data locations. 

The lack of intuitive navigation, inconsistent UI patterns, and low feature visibility reduced usability and hindered the tool’s effectiveness in daily compliance workflows. 

Key Pain Points 

  • Unintuitive navigation for frequent scan tasks 
  • Poor visual hierarchy limiting feature discovery 
  • Inconsistent UI elements across screens 
  • Fragmented user experience in a compliance-critical tool 

Research & Discovery

User Workflow Analysis

User Workflow Analysis

Studied daily compliance workflows to understand usage patterns and dependencies.

Scan execution & review cycles
Compliance & security teams
Daily, recurring usage
Experience Analysis

Navigation & Task Flow Review

Reviewed key flows to identify blockers in critical compliance tasks.

Scan setup, results & reports
Deep navigation, unclear hierarchy
Increased task time and hesitation

Key Research Findings

~31%

Users took longer than expected to initiate scans

~26%

Struggled to locate key features quickly

~22%

Usability friction caused repeated navigation errors

Our Solution

We redesigned Crossbow Bolt with a focus on task efficiency, clarity, and consistency—ensuring users can quickly locate sensitive data and maintain compliance with confidence. 

Guided Onboarding Experience
Task-Centric Navigation
  • Simplified access to frequent scan actions 
  • Reduced navigation depth 
  • Faster task initiation 
Integrated Support Access
Improved Feature Discoverability
  • Clear visual hierarchy 
  • Better grouping of related actions 
  • Reduced cognitive load 
Smart Update Notifications
Consistent UI Patterns
  • Unified design language 
  • Predictable interaction behavior 
  • Improved user confidence 

 

Measurable Impact

Onboarding Completion
+19%

Scan Task Efficiency

Faster initiation and completion of scans

Before:60%
After:79%
Support Friction
+16%

Feature Discoverability

Easier access to key compliance tools

Before:58%
After:74%
Workflow Efficiency
+20%

Navigation Success Rate

Reduced misclicks and backtracking

Before:56%
After:76%
Time to Feature Discovery
+23%

UI Consistency Score

Improved visual and interaction alignment

Before:62%
After:85%
Overall Usability Score
+14 pts

Overall Usability (Proxy)

Better perceived ease of use

Before:64
After:78

Methodology & Testing

UX Audit

UX Audit

Identified navigation and hierarchy issues

Information Architecture Redesign

Information Architecture Redesign

Reorganized content for clarity

Iterative Validation

Iterative Validation

Reviewed designs with stakeholders

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“The redesign brought much-needed clarity to our compliance workflows. The improved navigation and consistent interface made it easier for our teams to access critical scanning and data discovery feat
Crossbow Bolt

Crossbow Bolt

Crossbow Labs, Product & Security Team

Key Learnings & Insights

Compliance Tools Must Be Efficient

Speed and clarity are critical in daily workflows

Discoverability Drives Adoption

Hidden features reduce tool effectiveness

Consistency Reduces Errors

Predictable UI improves confidence

Task Frequency Should Guide Design

Daily actions deserve primary placement

Design Process Deep Dive

Discovery & Research

Discovery & Research

We focused on evaluating existing structures and flows to identify usability gaps and opportunities for simplification. The discovery phase combined structural analysis with early design exploration to guide informed design decisions. 

  • Navigation and flow analysis
  • Information architecture restructuring
  • Low-fidelity wireframing
  • UI refinement exploration 
Ideation & Prototyping

Ideation & Prototyping

Using insights from discovery, we explored and validated solutions through rapid ideation and iterative prototyping. Multiple design directions were tested to ensure usability, feasibility, and alignment with user needs. 

  • Design thinking workshops for solution exploration
  • Multiple wireframe iterations across key flows
  • Interactive prototypes for validation
  • Continuous stakeholder feedback integration 
Testing & Validation

Testing & Validation

Before launch, we validated design decisions through structured usability testing to ensure the solution performed effectively in real-world scenarios. Testing focused on task success, clarity, and accessibility. 

  • Moderated usability testing sessions
  • Unmoderated testing with a broad user base
  • Validation of key design decisions
  • Accessibility and compliance checks 

Implementation & Handoff

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Design System

Created a comprehensive design system to ensure consistency and scalability across the product. 

  • Reusable UI components
  • Design tokens and styles
  • Shared component library 
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Responsive Design

Optimized the experience across devices using a mobile-first, progressive enhancement approach. 

  • Mobile-first layouts
  • Tablet optimizations
  • Desktop enhancements 
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Accessibility

Ensured inclusive and compliant experiences for all users. 

  • WCAG 2.1 AA compliance
  • Keyboard navigation support
  • Color contrast validation 

Developer Handoff Process

Documentation

Clear documentation of navigation logic and user flows.

Annotated Wireframes

Detailed wireframe annotations for seamless implementation.

Assets Delivered

Wireframes, IA documentation, and supporting design references.

QA Support

Collaboration during testing to ensure accurate build alignment.
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