UI / UX Design
HNI Admin Web Platform
Empowering Admins to Supervise and Support Relationship Managers Efficiently
Year :
2024
Industry :
Fintech
Client :
Indian Bank
Project Overview :
The HNI Admin Web Application was designed to help administrative teams at different levels — Zonal, FGMO, and CO (Super Admin) — effectively manage and monitor Relationship Managers (RMs) handling High-Net-Worth Individual (HNI) clients.
The platform acts as a central control system that enables admins to:
Track RM performance and client engagement activities.
Review and approve RM requests, such as adding new HNI clients.
Access detailed reports and analytics to understand productivity and relationship outcomes.
Monitor regional performance, ensuring goals and compliance standards are met.
Communicate and coordinate between hierarchical levels (Zonal → FGMO → CO).
Note : This user flow is a generalized representation of the actual process. Specific steps and system details have been intentionally omitted
Note : This user flow is a generalized representation of the actual process. Specific steps and system details have been intentionally omitted
Note : This user flow is a generalized representation of the actual process. Specific steps and system details have been intentionally omitted
Challenge :
Managing multiple levels of administration with overlapping responsibilities made it difficult to maintain clear visibility across the entire system.
Key challenges included:
Lack of a unified digital platform for hierarchy-based monitoring.
Manual tracking of RM performance across regions.
Delays in approval and review processes due to scattered workflows.
Inconsistent data visibility and reporting formats.
The goal was to create a structured, role-based web platform that provided each admin level with clear insights, streamlined workflows, and real-time oversight.
Research & Requirement Gathering :
The Business Analyst (BA) team conducted internal requirement sessions with stakeholders from each administrative level. These insights helped define role hierarchies, data needs, and workflow priorities.
As the designer, I collaborated closely with the BA team to interpret these findings into a scalable, user-friendly admin interface.
Key findings from BA insights:
Zonal Admins needed an intuitive dashboard to monitor RM activities and approve requests quickly.
FGMO Admins required consolidated performance views for multiple zones.
CO Admins needed organization-wide analytics, user management capabilities, and system configuration access.
A clear visual distinction between roles was essential for clarity and navigation.
Interfaces should emphasize efficiency, accessibility, and data integrity.
Note : Design screens have been recreated for portfolio purposes. Original confidential UI has been omitted
Note : Design screens have been recreated for portfolio purposes. Original confidential UI has been omitted
Design Process :
1. Direct-to-High-Fidelity Design
Due to a tight delivery timeline, the project followed a rapid design approach, moving straight into high-fidelity screens. The UI was refined iteratively based on stakeholder feedback and validation sessions.
2. Role-Based Dashboard Design
Each admin level had tailored dashboards:
Zonal Admin: Client and RM activity summaries, approval requests, and pending tasks.
FGMO Admin: Zonal performance comparison, overall activity monitoring, escalation handling.
CO Admin (Super Admin): Organization-wide metrics, user management, system logs, and performance analytics.
3. UI Design
Clean, modular layouts for data-heavy screens.
Neutral, professional color palette for clarity and focus.
Consistent components (cards, charts, tables) for scalability across roles.
Responsive design to ensure usability on both desktop and tablet.
4. Key Interface Modules
Dashboard Overview: Quick performance summaries for each region or team.
RM Request Management: Review, approve, or reject RM-raised client addition requests.
Analytics & Reports: Filter-based reports for transactions, performance, and engagement.
Notifications & Alerts: Real-time updates on key activities (e.g., new client request, performance alerts).
User Management (CO level): Create, edit, and deactivate admin or RM accounts.
5. Iteration & Feedback
Multiple feedback rounds with stakeholders resulted in:
Simplified table layouts with priority tagging for tasks.
Enhanced data visualization through graphs and charts.
Improved hierarchy navigation with breadcrumb indicators.
Note : Design screens have been recreated for portfolio purposes. Original confidential UI has been omitted
Note : Design screens have been recreated for portfolio purposes. Original confidential UI has been omitted
Outcomes :
Although final metrics weren’t available at the time of documentation, internal testing and pilot reviews highlighted:
Significant improvement in monitoring efficiency and visibility.
Faster approval cycles for RM requests.
Simplified data management with clear role distinctions.
Reduced dependency on manual reporting.
More Projects
UI / UX Design
HNI Admin Web Platform
Empowering Admins to Supervise and Support Relationship Managers Efficiently
Year :
2024
Industry :
Fintech
Client :
Indian Bank
Project Overview :
The HNI Admin Web Application was designed to help administrative teams at different levels — Zonal, FGMO, and CO (Super Admin) — effectively manage and monitor Relationship Managers (RMs) handling High-Net-Worth Individual (HNI) clients.
The platform acts as a central control system that enables admins to:
Track RM performance and client engagement activities.
Review and approve RM requests, such as adding new HNI clients.
Access detailed reports and analytics to understand productivity and relationship outcomes.
Monitor regional performance, ensuring goals and compliance standards are met.
Communicate and coordinate between hierarchical levels (Zonal → FGMO → CO).
Note : This user flow is a generalized representation of the actual process. Specific steps and system details have been intentionally omitted
Note : This user flow is a generalized representation of the actual process. Specific steps and system details have been intentionally omitted
Note : This user flow is a generalized representation of the actual process. Specific steps and system details have been intentionally omitted
Challenge :
Managing multiple levels of administration with overlapping responsibilities made it difficult to maintain clear visibility across the entire system.
Key challenges included:
Lack of a unified digital platform for hierarchy-based monitoring.
Manual tracking of RM performance across regions.
Delays in approval and review processes due to scattered workflows.
Inconsistent data visibility and reporting formats.
The goal was to create a structured, role-based web platform that provided each admin level with clear insights, streamlined workflows, and real-time oversight.
Research & Requirement Gathering :
The Business Analyst (BA) team conducted internal requirement sessions with stakeholders from each administrative level. These insights helped define role hierarchies, data needs, and workflow priorities.
As the designer, I collaborated closely with the BA team to interpret these findings into a scalable, user-friendly admin interface.
Key findings from BA insights:
Zonal Admins needed an intuitive dashboard to monitor RM activities and approve requests quickly.
FGMO Admins required consolidated performance views for multiple zones.
CO Admins needed organization-wide analytics, user management capabilities, and system configuration access.
A clear visual distinction between roles was essential for clarity and navigation.
Interfaces should emphasize efficiency, accessibility, and data integrity.
Note : Design screens have been recreated for portfolio purposes. Original confidential UI has been omitted
Note : Design screens have been recreated for portfolio purposes. Original confidential UI has been omitted
Design Process :
1. Direct-to-High-Fidelity Design
Due to a tight delivery timeline, the project followed a rapid design approach, moving straight into high-fidelity screens. The UI was refined iteratively based on stakeholder feedback and validation sessions.
2. Role-Based Dashboard Design
Each admin level had tailored dashboards:
Zonal Admin: Client and RM activity summaries, approval requests, and pending tasks.
FGMO Admin: Zonal performance comparison, overall activity monitoring, escalation handling.
CO Admin (Super Admin): Organization-wide metrics, user management, system logs, and performance analytics.
3. UI Design
Clean, modular layouts for data-heavy screens.
Neutral, professional color palette for clarity and focus.
Consistent components (cards, charts, tables) for scalability across roles.
Responsive design to ensure usability on both desktop and tablet.
4. Key Interface Modules
Dashboard Overview: Quick performance summaries for each region or team.
RM Request Management: Review, approve, or reject RM-raised client addition requests.
Analytics & Reports: Filter-based reports for transactions, performance, and engagement.
Notifications & Alerts: Real-time updates on key activities (e.g., new client request, performance alerts).
User Management (CO level): Create, edit, and deactivate admin or RM accounts.
5. Iteration & Feedback
Multiple feedback rounds with stakeholders resulted in:
Simplified table layouts with priority tagging for tasks.
Enhanced data visualization through graphs and charts.
Improved hierarchy navigation with breadcrumb indicators.
Note : Design screens have been recreated for portfolio purposes. Original confidential UI has been omitted
Note : Design screens have been recreated for portfolio purposes. Original confidential UI has been omitted
Outcomes :
Although final metrics weren’t available at the time of documentation, internal testing and pilot reviews highlighted:
Significant improvement in monitoring efficiency and visibility.
Faster approval cycles for RM requests.
Simplified data management with clear role distinctions.
Reduced dependency on manual reporting.
More Projects
UI / UX Design
HNI Admin Web Platform
Empowering Admins to Supervise and Support Relationship Managers Efficiently
Year :
2024
Industry :
Fintech
Client :
Indian Bank
Project Overview :
The HNI Admin Web Application was designed to help administrative teams at different levels — Zonal, FGMO, and CO (Super Admin) — effectively manage and monitor Relationship Managers (RMs) handling High-Net-Worth Individual (HNI) clients.
The platform acts as a central control system that enables admins to:
Track RM performance and client engagement activities.
Review and approve RM requests, such as adding new HNI clients.
Access detailed reports and analytics to understand productivity and relationship outcomes.
Monitor regional performance, ensuring goals and compliance standards are met.
Communicate and coordinate between hierarchical levels (Zonal → FGMO → CO).
Note : This user flow is a generalized representation of the actual process. Specific steps and system details have been intentionally omitted
Note : This user flow is a generalized representation of the actual process. Specific steps and system details have been intentionally omitted
Note : This user flow is a generalized representation of the actual process. Specific steps and system details have been intentionally omitted
Challenge :
Managing multiple levels of administration with overlapping responsibilities made it difficult to maintain clear visibility across the entire system.
Key challenges included:
Lack of a unified digital platform for hierarchy-based monitoring.
Manual tracking of RM performance across regions.
Delays in approval and review processes due to scattered workflows.
Inconsistent data visibility and reporting formats.
The goal was to create a structured, role-based web platform that provided each admin level with clear insights, streamlined workflows, and real-time oversight.
Research & Requirement Gathering :
The Business Analyst (BA) team conducted internal requirement sessions with stakeholders from each administrative level. These insights helped define role hierarchies, data needs, and workflow priorities.
As the designer, I collaborated closely with the BA team to interpret these findings into a scalable, user-friendly admin interface.
Key findings from BA insights:
Zonal Admins needed an intuitive dashboard to monitor RM activities and approve requests quickly.
FGMO Admins required consolidated performance views for multiple zones.
CO Admins needed organization-wide analytics, user management capabilities, and system configuration access.
A clear visual distinction between roles was essential for clarity and navigation.
Interfaces should emphasize efficiency, accessibility, and data integrity.
Note : Design screens have been recreated for portfolio purposes. Original confidential UI has been omitted
Note : Design screens have been recreated for portfolio purposes. Original confidential UI has been omitted
Design Process :
1. Direct-to-High-Fidelity Design
Due to a tight delivery timeline, the project followed a rapid design approach, moving straight into high-fidelity screens. The UI was refined iteratively based on stakeholder feedback and validation sessions.
2. Role-Based Dashboard Design
Each admin level had tailored dashboards:
Zonal Admin: Client and RM activity summaries, approval requests, and pending tasks.
FGMO Admin: Zonal performance comparison, overall activity monitoring, escalation handling.
CO Admin (Super Admin): Organization-wide metrics, user management, system logs, and performance analytics.
3. UI Design
Clean, modular layouts for data-heavy screens.
Neutral, professional color palette for clarity and focus.
Consistent components (cards, charts, tables) for scalability across roles.
Responsive design to ensure usability on both desktop and tablet.
4. Key Interface Modules
Dashboard Overview: Quick performance summaries for each region or team.
RM Request Management: Review, approve, or reject RM-raised client addition requests.
Analytics & Reports: Filter-based reports for transactions, performance, and engagement.
Notifications & Alerts: Real-time updates on key activities (e.g., new client request, performance alerts).
User Management (CO level): Create, edit, and deactivate admin or RM accounts.
5. Iteration & Feedback
Multiple feedback rounds with stakeholders resulted in:
Simplified table layouts with priority tagging for tasks.
Enhanced data visualization through graphs and charts.
Improved hierarchy navigation with breadcrumb indicators.
Note : Design screens have been recreated for portfolio purposes. Original confidential UI has been omitted
Note : Design screens have been recreated for portfolio purposes. Original confidential UI has been omitted
Outcomes :
Although final metrics weren’t available at the time of documentation, internal testing and pilot reviews highlighted:
Significant improvement in monitoring efficiency and visibility.
Faster approval cycles for RM requests.
Simplified data management with clear role distinctions.
Reduced dependency on manual reporting.