Alfardan Exchange
Designed a corporate finance dashboard that gave SMB clients clear, real-time transaction visibility and multi-currency reconciliation tools, reducing support dependency and reconciliation effort.
Fast
Transaction cycles
Less
Support Load
High
Client Retention
Target Users
SMB owners managing payments and multi-currency accounts
Finance/Operations managers reconciling transactions
Accounting staff responsible for cross-border transfers
Timeline
12 months
Category
B2B, B2C SaaS
Team
1x CTO & PM
5x Engineers
1x QA
1x UX Designer & Application Consultant
1x Lead
I led UX strategy, research, prototyping, and design for the corporate dashboard module. I collaborated with product owners, compliance and finance teams, and engineers to define requirements, map workflows, and validate edge cases. I also produced interactive prototypes and user flows to align stakeholders and support development.
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Design: Adobe XD
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Product/Backlog: Atlassian, Aha
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Research/Validation: user interviews, UAT pilots
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Delivery: demo videos, training decks
Problem
Corporate clients lacked clear, reliable tools to track, submit, and reconcile cross-border transactions. Poor visibility, manual processes, and error-prone workflows increased operational friction, support costs, and financial risk.
User Pain Points
This resulted in:
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Low order success rate
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High rework and correction time
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Increased operational cost
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Heavy helpdesk dependency
Key Decisions
1. Mobile Payment Creation (Error-Proof)
Insight
Wrong beneficiary or currency caused failed transfers.
Decision
Inline validation + fee preview prevents mistakes.
Impact
Reduced failed transactions and rework.
Error Prevention (guardrails and disabled submission until valid), Efficiency of Use (fewer corrections and rework).
2. Mobile Finance Dashboard
Insight
Users couldn’t quickly tell if payments were pending, delayed, or completed without calling support.
Solution
Shows balances, key statuses, and next actions in one glance
Impact
Reduced “status check” support calls and increased user confidence
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Recognition over Recall – show information and options visually so users can identify the right choice without remembering details.
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Consistency – keep layouts, colors, and interactions predictable across the product to reduce learning effort.
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Affordance & Signifiers – design elements so their purpose is obvious (e.g., cards look clickable, color tags signal category).
3. Transaction Detail / Timeline
Insight
Users didn’t know why transfers were delayed.
Decision
Shows step-by-step history (Submitted → Processing → Completed).
Impact
Lowered support dependency and dispute escalation.
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Progressive Disclosure – reveal complex information step-by-step so users only see what’s needed at the moment.
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Clarity & Hierarchy – organize content visually (size, color, layout) so the most important actions and data stand out first.
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Cognitive Load Reduction – simplify screens and break tasks into smaller chunks so users can understand and act without feeling overwhelmed.
Outcome
