Client Management Dashboard

Complii Admin Web Interface

On July 2023, a client of Complii was tasked to redesign their admin web interface in managing its financial service professional users. The primary objective was to improve the current user experience, update the visual design to modern standard; make it easier for admins to scan and configure user permissions with ease. Additional details available upon request.

Client

Complii

Services

Visual Design UI & UX Design

Industries

Financial Technology

Date

July 2023

Client Management Dashboard
Client Management Dashboard
Client Management Dashboard

Upon being hired, the team already made progress in creating low-fidelity wireframes during their discovery session with the client. I was assigned to convert the low-fidelity designs into high-fidelity with the creative freedom to improve certain areas of the design based on gaps that I find.

Full Dashboard
Full Dashboard
Full Dashboard

In reimagining the account management experience, I tackled the limitations of page redirection for editing user details. While page redirection can be suitable for complex, multi-step processes, it often disrupts user flow and increases cognitive load for simpler tasks. My redesign introduces an accessible, in-situ editing interface using modals.This streamlined approach eliminates unnecessary page loads, keeping users oriented within the main interface. Modals proved ideal for housing focused form interactions—such as password resets, bounceback checks, and email changes—offering a balance of context and simplicity that enhances overall user efficiency.

Old Interface
Old Interface
Old Interface
Zoom In Layout
Zoom In Layout
Zoom In Layout