Project Summary
I served as the visual designer for the bill payee search functionality redesign for authenticated banking clients. Working collaboratively with a cross-functional team, I focused on creating visually cohesive designs that enhanced the user experience while adhering to technical constraints.
Status & Timeline
7 months.
Ongoing project
My Role
Visual Designer
Show TeamUX Designer
User Research
Content Writers
Project Manager
Front-end Consultants
Back-end Consultants
Accessibility
Project Challenge
Analysis of user feedback and support calls revealed significant pain points in the existing payee search experience, driving unnecessary branch visits and support calls for what should have been straightforward online tasks. The project needed to address these issues while working within business constraints and leveraging strategic technical decisions to maximize value.
User Pain Points
Unclear search results organization, difficulty distinguishing between similar payees, and limited filtering capabilities
Business Constraints
Alignment with the bank's modern design system, reduced development costs through component reuse, and tight timeline requirements
Strategic Solutions
Collaborated with backend teams to assess vendor vs. in-house options, reuse existing functionality, and prioritize high-value features
Design Process
Top Navigation
The original plan for header navigation using a chevron to return to previous steps faced technical limitations. Instead, a clear breadcrumb pattern emerged that preserved context while working within existing UI frameworks. This alternative approach enhanced user orientation throughout the search process, turning a constraint into an opportunity.
Technical limitations prevented the planned chevron-based header navigation
Implemented a breadcrumb pattern that worked within existing UI frameworks
Search Bar
Incorporating Coveo's third-party search bar required thoughtful visual adaptation to align with the design system. The external component underwent modifications to create visual harmony with surrounding elements. Coveo's built-in ability to search within specific categories proved advantageous, eliminating the need for separate filtering while maintaining powerful search capabilities.
Modified external component to create visual harmony with surrounding elements
Leveraged Coveo's built-in category search capabilities, eliminating need for separate filters
Filter
Leveraging Coveo's category search capabilities, alongside user testing insights, supported the decision to forgo complex standalone filters. The interface remained streamlined while clearly communicating category-based search functionality. Visual treatments highlighted result categorization, improving user understanding without adding interface complexity.
Coveo's category search capabilities and user testing insights supported the decision to forgo complex standalone filters
Created streamlined interface with visual treatments that highlighted result categorization without adding complexity
Pagination
During review, the existing pagination failed to meet WCAG 2.2 guidelines. This discovery led to a new pagination system exceeding accessibility requirements while modernizing the interaction pattern. The redesigned component aligned perfectly with the design system and was built for versatility, establishing a new accessibility standard across the application.
Existing pagination failed to meet WCAG 2.2 guidelines, prompting design of a new system that exceeded accessibility requirements
Redesigned component modernized interaction patterns while aligning with the design system for use across the application
Final Designs
Conclusion
The visual designs for this project have been finalized and approved, with development currently in progress. While I've shared the key design challenges and approaches taken, I'm available to discuss more detailed aspects of the implementation, timeline, and anticipated outcomes in a private conversation. As this project is still underway, I can provide additional insights about specific design decisions and process details upon request.
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