Customers were currently experiencing a lack of communication when processing large payment files. Other than a loading image, there was nothing else happening on the screen to let them know a payment was processing, had errors, or had been processed. This caused the customer a great deal of frustration, and we knew we could do better.

PROCESS

We reached out to sales who speak with our customers regularly. We then interviewed customers directly to gather data on what they’d like to see. We used our own internal metrics to see where customers clicked most on the dashboard, and made sure to organize the information accordingly. When we had a design, we gathered feedback internally, showed it to customers, and used UserTesting.com to gather more feedback. 

SOLUTION

Reduce the load times of each search query, add loading messaging, and add a notifications tab to increase communications with our customers.

FINAL DESIGN

PROJECT LINKS

View the desktop prototype

View the mobile prototype