Optimizing user conversion

Mobile Banking App

Image of webapp mockup
Image of webapp mockup

Industry:

Personal finance

Role:

UX Writing

Framework:

Agile

Year:

2025

CONTEXT

CONTEXT

While working for design agency Blache Yong & Co, I partnered with another UX designer to create a responsive web app for a Cloud service provider looking to make their workflow more efficient.

Operations teams were getting flooded with alarms from different tools, with no shared place to see what was happening or what had already been tried. This meant people were working in silos, repeating work, and sometimes fixing one issue without realizing it affected someone else. While initially presented as a tooling problem, it was clear that from a user perspective, this was a visibility and alignment issue.

The goal of this project was to give the team a single, reliable view of alarms, related data, and fixes — so they could respond faster and with better context.

WORK TO DO

WORK TO DO

WORK TO DO

Pain points:

  • Alarms come from multiple systems, forcing the team to jump between tools to understand what’s happening

  • Team members work in silos with limited visibility into what others are investigating or fixing

  • Fixes and decisions aren’t consistently documented, leading to repeated work or unintended side effects

Goals:

  • Give the Operations team a single place to see alarms and all supporting information

  • Help users understand issues faster so they can troubleshoot and act with confidence

  • Lay the groundwork for future automation by improving clarity and data enrichment

Constraints:

  • The Operations team is small, busy, and often on-call, leaving limited time for user interviews

  • Initial scope focused on information enrichment, not full automation or action-taking

  • The product to be built from scratch with limited existing documentation or requirements

Image of early research
Image of early research
Image of early research

MY APPROACH

MY APPROACH

MY APPROACH

Understanding their workflow

When teams juggle too many tools, they don't get the most out of them. In our case, users were selectively using just one or two features per tool and ignoring the rest. The timing of each tool in their workflow, the level of depth needed per tool, and how users coordinated between them were crucial takeaways collected in user interviews.

The impact on design: prioritize surfacing the right information at the right moment.

MY APPROACH

MY APPROACH

MY APPROACH

Maximizing our resources

Because our end users were so busy, we had little time for direct user research. Preparation and planning ahead were key to leveraging the most from our time with them. That meant triaging the most essential questions and having early designs ready to go.

We also collaborated closely with the developer who would eventually code the final design. His behind-the-scenes insights helped us test early prototypes with real data, so we could see exactly how our design functioned within the proposed information architecture.

Image of an early protoype
Image of an early protoype
Image of an early protoype

MY APPROACH

MY APPROACH

MY APPROACH

Putting it all together (and building foundations for V2)

Instead of jumping between systems, the team can now see the alarm, the affected device, related tickets, and technical context side by side. Because the V1 scope of this design was limited to data enrichment, we included pathways for users to jump back into their original tools to take action, with plans to integrate actions in future enhancements.

The result is a shared source of truth that improves visibility, consistency, and coordination. It reduces guesswork today and creates a foundation for future automation and scale.

FINAL RESULTS

FINAL RESULTS

FINAL RESULTS

A central data hub for more efficient workflows

Improved alignment between team members, reducing rework and errors

Reduced cognitive load with direct access to take action, when needed

Interested in working together?

Let's connect.

© 2025 Andrea Sun All Right Reserved

Icons courtesy of The Noun Project

Interested in working together?

Let's connect.

© 2025 Andrea Sun All Right Reserved

Icons courtesy of The Noun Project

Interested in working together?

Let's connect.

© 2025 Andrea Sun All Right Reserved

Icons courtesy of The Noun Project