Permata Bank
Structuring admin & user roles in banking, B2B dashboard
When I joined the Permata Bank B2B dashboard project, the product was already mid development. The design system, main features, and core flows were all in place.
Challenge
I find the gaps in clarity, communication, step in by speak the language of both users and business, and make every moment feel intentional.
My Role
UI/UX Designer
Skills
Product Knowledge
Information Achitecture
User Flow
Information Architecture
Business Brainstorm
Timeline
Q1 2023 - Q2 2023
Collaboration
UI / UX Designer (4)
Business Owner
Front-End Developer (3)
Back-End Developer (15)
QA (3)
What is this project?
Permata Bank launched a major revamp of their business banking platform, aiming to give corporate users a sleek SaaS dashboard that made managing financial operations simpler and faster.
Why Me?
My Project Director choose me for my business sense. She saw something in me (prior experience) as a revenue analyst as someone who's able to connect with business owners, interpret data fast, and spot what others might miss.
Key Metrics
40%
Faster Admin Setup
60%
Reduction in User Task Confusion
95%
First Attempt Transaction Success Rate
Understanding the Product Structure
One of the first things I had to grasp was how the platform segmented user roles and access levels, a critical part of designing both the admin and transaction flows.
Final Design
🔐 Account Grouping & Permissions
As a Customer Admin, I want to organize and view multiple company accounts clearly, so I can manage financial activities across subsidiaries without confusion.
🧾 Bulk Debit
As a Corporate User, I want to upload and submit bulk payments smoothly, so I can handle large transactions like payroll faster.
