This presentation encapsulates an in-depth exploration of user research and the creation of an innovative financial dashboard for Vector Consulting. I embarked on a journey to meticulously understand the needs, preferences, and pain points of users within the financial domain. Through comprehensive user research, I unearthed valuable insights that served as the foundation for designing a cutting-edge financial dashboard.

1. DesigninganIntuitiveFinancePortal
AdminPanelforVectorConsulting
EnhancingUserExperiencesandEfficiencyinFinanceOperations.
PresentedBy:
RishabhTiwari
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2. 1.1 Problem Statement
The current challenge is to develop an efficient and user-friendly admin panel for the finance portal. The goal is to
empower administrators to effectively manage and oversee various aspects of the portal, such as transactions, loan
information, and data control.
The admin panel should provide real-time monitoring and display key performance indicators for quick insights into
the portal's performance.
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Step 1
Define Goals

3. Efficient and User-Friendly Design: The admin panel should have a user-centric design that allows administrators to
navigate through the interface effortlessly. Intuitive interactions and clear visual cues should aid in smooth usage.
Dashboard with Real-Time Monitoring: Design an informative and visually appealing dashboard that presents key
performance indicators (KPIs) in real-time. The dashboard should offer valuable insights into the portal's
performance, allowing administrators to make informed decisions promptly.
User Management: Include an account page where all users are listed. When clicking on a user, the panel should
display comprehensive information, including their loan history, credit history, ongoing loans, closed loans, and the
last transaction they performed.
Loan Management: Provide a dedicated loan page showcasing all loans available. Administrators should have the
ability to view, approve, and reject loan applications.
Data Control: Implement robust data control mechanisms to ensure the security and privacy of sensitive
information. Access control features should be in place to restrict access to specific data based on user roles.
Step 1: Define Goals
1.2 Requirements
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4. Responsive Design: The admin panel should be responsive, allowing administrators to access and manage the
finance portal from various devices, including desktops, tablets, and mobile phones.
Clear User Flow: Design an intuitive user flow that guides administrators through various tasks seamlessly. The user
flow should be logical and coherent, minimizing the learning curve for new users.
Visualizations and Reports: Provide data visualizations and reports that enable administrators to analyze trends,
identify patterns, and make data-driven decisions.
Error Handling and Feedback: Implement error handling mechanisms and provide meaningful feedback to
administrators when an error occurs or an action is successfully completed.
Wireframes: The deliverables should include wireframes that showcase the admin panel's key features and user
flow. These wireframes should act as blueprints for the final design and development phase.
Step 1: Define Goals
1.2 Requirements
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5. 2.1 Key Definations
Main Page: Main Page refers to the top-level pages in the dashboard that serve as primary entry points to different
sections and functionalities. Each Main Page typically represents a major category or module within the dashboard.
Sub Page: Sub Page refers to the pages that are nested inside the Main Pages. These pages provide more specific
and detailed information related to the main category. Sub Pages are organized hierarchically under their respective
Main Pages.
Page Section: Page Section represents individual sections of content or features within a page. These sections
contain relevant information or functionalities related to a specific topic or task. They are smaller components of the
Sub Pages that contribute to a cohesive user experience within the dashboard. 5
Step 2
Design Process

6. Step 2: Design Process
2.1 Sitemaps
6
Main Page
1 Dashboard
Main Page
2 Applicants
Main Page
3 Loans
Main Page
4 Reports
Main Page
5 Customer Support
Main Page
6 Notification
Main Page
7 Profile
Main Page
5 Account Settings
1 Dashboard Sections
Page Section
Loan Management Analytic
User Insights Dashboar
User Support Ticket Managemen
Recent Loan Applicant
Loan Insights
Sub Page
2.1 Loan History Page
Page Section
Applicant Basic Informatio
Applicant Loan Histor
Applicant Loan Detail for Selected Loan
Sub Page
2.2 Investment Page
Page Section
Investment Portfoli
Investment Transaction
Investment Performance
Sub Page
2.3 Account Summary
Page Section
Account Details
Account Balances
Account Transactions
Sub Page
2.4 Cards
Sub Page
2.4.1 Credit Card
Sub Page
2.4.2 Debit Card
Sub Page
2.4.3 CardTransactions

7. Step 2: Design Process
2.1 Sitemaps
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Sub Page
3.1 LoanTypes
Sub Page
3.2 Loan Applications
Page Section
View All Loan Applications
New Loan Application Form
Loan Application Status
Sub Page
3.3 Approved Loans
Page Section
View All Approved Loans
Loan Details for Approved Loans
Loan Repayment Schedule
Sub Page
3.4 Rejected Loans
Page Section
View All Rejected Loans
Loan Rejection Reasons
Sub Page
3.5 Pending Loan Applications
Page Section
View All Pending Loan Applications
Application Review and Approval
Sub Page
3.6 Loan Performance Analytics
Page Section
Outstanding Loan Amount
Loan Repayment Trend
Loan Approval Rate Trend
Loan Application Volume
Sub Page
3.1.1 Personal Loans
Sub Page
3.1.2 Morgage Loans
Sub Page
3.1.3 Auto Loans
Sub Page
3.1.4 Business Loans
Sub Page
3.1.4 Other Loans
Main Page
1 Dashboard
Main Page
2 Applicants
Main Page
3 Loans
Main Page
4 Reports
Main Page
5 Customer Support
Main Page
6 Notification
Main Page
7 Profile
Main Page
5 Account Settings

8. Step 2: Design Process
2.1 Sitemaps
8
Sub Page
4.1 Financial Reports
Sub Page
4.2 Loan Reports
Sub Page
4.3 User Reports
Sub Page
4.4 Custom Reports
Sub Page
4.1.1 Revenue Reports
Sub Page
4.1.2 Profit and Loss (P&L) Reports
Sub Page
4.1.3 Expense Reports
Sub Page
4.1.4 Financial Statements
Sub Page
4.2.1 Loan Application Reports
Sub Page
4.2.2 Loan Performance Reports
Sub Page
4.2.3 LoanType Distribution
Sub Page
4.3.1 User Engagement Reports
Sub Page
4.3.2 User Demographics
Sub Page
4.3.3 User Feedback and Ratings
Main Page
1 Dashboard
Main Page
2 Applicants
Main Page
3 Loans
Main Page
4 Reports
Main Page
5 Customer Support
Main Page
6 Notification
Main Page
7 Profile
Main Page
5 Account Settings
Main Page
1 Dashboard
Main Page
2 Applicants
Main Page
3 Loans
Main Page
4 Reports
Main Page
5 Customer Support
Main Page
6 Notification
Main Page
7 Profile
Main Page
5 Account Settings

9. Step 2: Design Process
2.1 Sitemaps
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Sub Page
5.1 SupportTicket Details
Page Section
Ticket Informatio
User Detail
Ticket Status Update
Assigned Agent and Comments
Sub Page
5.2 SupportTicket Analytics
Page Section
Ticket Volume Trends
Average Resolution Time
Ticket Category Distribution
Sub Page
5.3 Open User SupportTickets
Sub Page
5.4 Resolved User SupportTickets
Main Page
1 Dashboard
Main Page
2 Applicants
Main Page
3 Loans
Main Page
4 Reports
Main Page
5 Customer Support
Main Page
6 Notification
Main Page
7 Profile
Main Page
5 Account Settings

10. User accesses the Dashboard main page
User clicks on "Loan Management Analytics" in the
Dashboard
User explores the loan management analytics data
User returns to the Dashboard
User clicks on "User Insights Dashboard" in the
Dashboard
User explores the user insights data
User returns to the Dashboard
User clicks on "User Support Ticket Management" in
the Dashboard
User views and manages support tickets
User returns to the Dashboard.
User clicks on "Recent Loan Applicants" in the
Dashboard
User views recent loan applicants' data
User returns to the Dashboard
User clicks on "Loan Insights" in the Dashboard
User explores additional loan insights data
User returns to the Dashboard.
Step 2: Design Process
User Flow 1: Dashboard
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11. User accesses the Applicants main page
User clicks on "Loan History Page" in the Applicants
User views basic applicant information
User explores applicant loan history
User selects a specific loan to view its details
User views details of the selected loan
User returns to the Loan History Page
User clicks on "Investment Page" in the Applicants
User views investment portfolio data
User explores investment transactions
User views investment performance.
User returns to the Investment Page
User clicks on "Account Summary" in the Applicants
User views account details
User views account balances
User explores account transactions
User returns to the Account Summary
User clicks on "Cards" in the Applicants
User explores credit card options
User explores debit card options
User views card transactions.
Step 2: Design Process
User Flow 2: Applicants
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12. User accesses the Loans main page
User clicks on "Loan Types" in the Loans
User explores different loan types
(Personal, Mortgage, Auto, Business,
Other)
User returns to the Loans
User clicks on "Loan Applications" in the
Loans
User views all loan applications
User submits a new loan application form
User checks the status of their loan
application
User returns to the Loan Applications
User clicks on "Approved Loans" in the
Loans.
User views all approved loans
User selects a specific approved loan to
view its details
User views the details of the selected
approved loan
User views the repayment schedule for the
selected approved loan
User returns to the Approved Loans
User clicks on "Rejected Loans" in the
Loans
User views all rejected loans
User explores reasons for loan rejection
User returns to the Rejected Loans
User clicks on "Pending Loan Applications"
in the Loans.
User views all pending loan applications
User reviews and approves pending loan
applications
User returns to the Pending Loan
Applications
User clicks on "Loan Performance
Analytics" in the Loans
User views outstanding loan amount data
User explores loan repayment trends
User views loan approval rate trends
User views loan application volume data.
Step 2: Design Process
User Flow 3: Loans
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13. User accesses the Reports main page
User clicks on "Financial Reports" in the Reports
User explores revenue reports data
User explores profit and loss (P&L) reports data
User explores expense reports data
User views financial statements (Balance Sheet,
Income Statement, Cash Flow Statement)
User returns to the Reports
User clicks on "Loan Reports" in the Reports
User views loan application reports data
User views loan performance reports data.
User views loan type distribution data
User returns to the Reports
User clicks on "User Reports" in the Reports
User explores user engagement reports data
User explores user demographics data
User views user feedback and ratings data
User returns to the Reports
User clicks on "Custom Reports" in the Reports
User explores customizable reports based on user
preferences.
Step 2: Design Process
User Flow 4: Reports
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14. User accesses the Customer Support main page
User clicks on "Support Ticket Details" in the
Customer Support
User views ticket information
User views user details associated with the ticket
User views ticket status updates
User views assigned agent details and comments
User returns to the Support Ticket Details
User clicks on "Support Ticket Analytics" in the
Customer Support
User views ticket volume trends
User views average resolution time.
User views ticket category distribution
User returns to the Support Ticket Analytics
User clicks on "Open User Support Tickets" in the
Customer Support
User views all open user support tickets
User returns to the Customer Support
User clicks on "Resolved User Support Tickets" in the
Customer Support
User views all resolved user support tickets.
Step 2: Design Process
User Flow 5: Customer Support
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15. 3.1 Dashboard
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Step 3
Wireframes

16. 3.1 Dashboard
16
Step 3
Wireframes

17. 3.1 Dashboard
17
Step 3
Wireframes

18. 3.2 User History Page
18
Step 3
Wireframes

19. 3.2 User History Page
19
Step 3
Wireframes

20. 3.2 User History Page
20
Step 3
Wireframes

21. 3.2 User History Page
21
Step 3
Wireframes