The project involved product design for Truist Account Reconciliation Application. My job was to analyze existing business processes and design a seamless and intuitive platform that streamlines transaction reconciliation, identifies discrepancies, builds reports, and alerts users of potential issues. The application will enhance the user’s ability to resolve transaction mismatches and identify pending or bounced checks of their customers.
Company
Truist truist.com
Product
TARA (Truist Account Reconciliation Application) for internal use
Problem
The company didn't have an in-house digital system for check management. They were using third-party applications that didn't fully comply with company standards. The system was not aesthetically pleasing and had an outdated interface.
My Role
User Interface Designer
User Experience Designer
User Research
The main methodology for user research was user interviews. A total of 6 interviews were conducted. The main pain points extracted:
- Complicated navigation
- Inconsistent design among different applications that were used by team members
- No link between different departments for account management
- Inconvenient editing of information
- Many manual actions that could be automated
- Lack of feedback from the API when performing certain actions
User Journey
Mockups
Outcome
After the successful implementation of the product the company could expect:
- Six figures annual savings by decommissioning third-party applications that were used previously
- Saving employees time through automation
- Reducing cognitive load by using unified and familiar patterns througout all applications
- Reducing training time for new employees who will use this platform
- Increasing user productivity by 10%