Fiserv’s MSI platform required a more intuitive and engaging interface to help business owners access key insights from sales data and customer spending patterns.
The existing system made it difficult for users to quickly identify actionable trends, limiting the platform’s ability to drive business growth. Visual inconsistencies and fragmented interactions further affected usability and brand perception.
Key Pain Points Identified
Conducted qualitative analysis to understand how small business users interact with data and make decisions within dashboards.
Evaluated existing dashboards to identify usability gaps, comprehension issues, and scalability constraints.
Tasks delayed due to unclear data grouping
User errors in reading dashboards
Opportunity to improve engagement through visual hierarchy
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Improved navigation clarity
Streamlined dashboards
Enhanced visual hierarchy
Responsive screens and intuitive gestures
Unified design components
Ensured key metrics were easy to find
Iterated based on small business user feedback
Ensured UI consistency across web and mobile
We began with structured discovery to understand user needs, data usage patterns, and usability challenges, informing the foundation for dashboard design decisions.
Using insights from research, we explored and validated dashboard solutions through iterative wireframing and prototyping, ensuring clarity, scalability, and usability for financial data users.
Before rollout, we validated the dashboard experience through structured usability testing to ensure accuracy, clarity, and reliability for financial data users.
Built a scalable design system to ensure consistency and efficiency across platforms.
Delivered production-ready components aligned with design and interaction guidelines.
Prepared complete, handoff-ready screens for implementation across devices.
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