A design framework for YouBusiness Web

Project information

Industry

Banking

Duration

6 months, fixed scope

Team

4 interaction designers, 1 account manager, 8 developers

My role

DesignOps lead, Design system owner, UI design, Prototyping and testing, Co-design

Users

Financial managers, Financial operators, Accountants, Auditors

Tools

Figma, Sketch

Carmelo's deep understanding of design systems and his effective methodologies were instrumental in the success of our team, especially within the complexities of a banking system. His expertise made a significant impact, driving results and ensuring a seamless process. Highly recommended for any challenging project.

Overview

YouBusiness Web is Banco BPM's platform for company finance: receipts, payments, advances and loans, on web and mobile.

Businesses use it to run several bank accounts from one place. Much of the routine work, the kind finance teams used to do by hand, happens inside the platform.

The challenge

Most of the SMEs we spoke to ran payments, invoices and reconciliation across separate systems, with a lot of manual steps in between. PSD2 added its own rules on security and traceability. The bank needed one product that a small company and a large one could both use, without the compliance work showing up as friction in every screen.

Approach

I worked with Banco BPM and Accenture Song, using Accenture's Integrated Design Intelligence (IDI) framework to keep design and development on the same track. My part covered five things.

• Research. Roles, needs and context of use for SMEs and larger companies, so the interface could fit both.
• Navigation. Fewer steps through the main flows, and the same structure on web and mobile.
• Sketch to Figma. I moved the team's files and libraries across without losing consistency on the way.
• Design system. Shared components and patterns, so new features didn't start from a blank page.
• PSD2. Security checks and traceability built into the flows rather than added on top.

Key outcomes

• The same experience on desktop and phone, so finance teams can work from either.
• Budgeting and project tracking that do more but are easier to read.
• A platform that scales from small businesses to large ones without a separate product for each.