Under needed design assistance to develop a SaaS platform for managing financial information and supporting data from disparate sources that can be mapped to the native forms of financial institutions of the clients choosing.
The design challenge was to create a dashboard that would be information dense but user friendly, with a consistent brand style for Under’s web interfaces. Benson Visuals developed prototype static designs for the client to use as proof of concept using the Invision application.
A dashboard was designed to allow the client to review, manage, and send applications. Product features include forms management, data capture and financial institution pdf forms generation for collection and standardization.
The approach allowed the design compositions to be clicked through to simulate proposed navigation of the application. Three different use cases for three types of users were supported using a familiar user interface approach for a common user experience.