SW-Ivory, a company in the financial sector, was required to build a comprehensive back-office system for a large client to efficiently manage its trading and sales services activities. The challenge was to design a system that would not only comply with financial regulations but also streamline complex internal processes. As the unit designer, I collaborated with an external studio to create a user-friendly interface for over 200 screens.
The final product still works today as a back office system for large companies in the Israeli financial market, significantly improving operational efficiency and reducing errors in financial processes. The intuitive design received positive feedback from users.
Project Overview
The BO Financial System is a comprehensive, closed back-office platform developed to manage the company’s internal trading operations and sell-side services. This system combines advanced technological solutions to handle maintenance tasks, trading activities, and regulatory compliance within the stock exchange ecosystem.
Challenges
System Scalability: Designing an interface to support intricate financial operations while maintaining usability for diverse roles.
Large-Scale Project: Managing the complexity of a large-scale project over one year.
Regulatory Compliance: Aligning the user experience with strict compliance and regulatory requirements.
Solutions
Thorough Research: Conducted thorough research to understand user needs and business requirements.
Steamline Workflow: Designed modular and scalable UI components to streamline workflow and reduce user error.
Collaborated: Collaborated closely with the external studio to ensure consistency across screens and features.
Outcome
The final product still works today as a back office system for large companies in the Israeli financial market, significantly improving operational efficiency and reducing errors in financial processes. The intuitive design received positive feedback from users.
Takeaways
The importance of design order and precise time management in order to provide what is required for development.
Deeply listening to and understanding the needs of customers and the company ensures that the system meets their expectations.
Effective teamwork and transparent communication lead to personal success and achieving deadlines.
