UI / UX Design
MSME Admin Platform
Enhancing Multi-Level Oversight for MSME Relationship Management
Year :
2025
Industry :
Fintech
Client :
Indian Bank
Project Overview :
The MSME Admin Supervision Platform is a web-based internal application designed for the bank’s administrative hierarchy CO, FGMO, and Zonal Admins to oversee Relationship Managers (RMs) handling MSME clients.
Each admin level has specific permissions and tools:
Zonal Admins supervise RMs within their assigned zones.
FGMO Admins monitor zonal performance and regional trends.
CO Admins get a complete, organization-wide view of MSME operations.
The system enables better visibility, structured approval workflows, and data-driven decision-making — ensuring the MSME ecosystem runs efficiently at every level.
Scope & Role:
Platform exclusively for internal admins MSMEs and RMs cannot access it.
Role-based dashboards and workflows tailored for CO, FGMO, and Zonal users.
Designed directly in high-fidelity screens due to a tight project deadline.
Iterations were made based on admin feedback post-initial rollout.
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 :
Before this platform, admin supervision relied heavily on manual tracking, spreadsheets, and emails, causing delays and limited transparency.
Key challenges included:
Lack of unified system to monitor RM and Zonal performance.
No real-time visibility into MSME activities across levels.
Cumbersome approval process for new MSME additions.
Difficulty identifying bottlenecks or comparing region performance.
The goal was to design a centralized platform that simplified supervision, streamlined approvals, and improved overall coordination between CO, FGMO, and Zonal levels.
Research & Understanding Users :
Since the Business Analyst team did not interview MSME clients (as MSMEs are not direct users), all insights were gathered from internal admin discussions.
Key findings:
Zonal Admins need real-time visibility into RM performance, MSME onboarding requests, and pending actions.
FGMO Admins require aggregated data to track multiple zones, compare performance, and review escalations.
CO Admins focus on national-level analytics, exposure data, and trend patterns for strategic planning.
All admins wanted real-time alerts and simplified reporting tools to avoid dependency on manual reports.
Need for a feature to add and approve new MSMEs through the platform.
These insights shaped the role-based design system, ensuring each admin type gets focused tools relevant to their level of responsibility.
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 :
Due to strict deadlines, there was no wireframing phase — the design directly started with high-fidelity layouts in Figma. Rapid feedback loops were maintained with admin representatives to refine each module.
Core Design Focus Areas
Role-Based Dashboards:
Zonal Admin: RM tracking, pending approvals, and MSME monitoring.
FGMO Admin: Zonal performance summaries, comparative analytics, and trend insights.
CO Admin: All-India overview, exposure analytics, and cross-region performance metrics.
Approval & Task Management:
Streamlined process for adding new MSMEs, approving RM submissions, and tracking pending tasks.Performance Analytics:
Visual dashboards with charts, data tables, and performance indicators for clarity and quick decision-making.Consistent Visual Hierarchy:
Clean, modular interface with structured navigation to differentiate each admin level.
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 no quantitative metrics were provided, qualitative feedback from internal teams confirmed:
Significant improvement in visibility and coordination between admin levels.
Reduced dependency on manual tracking and spreadsheets.
Faster approval cycles for MSME onboarding.
Improved confidence among CO and FGMO admins in data accuracy and performance oversight.
More Projects
UI / UX Design
MSME Admin Platform
Enhancing Multi-Level Oversight for MSME Relationship Management
Year :
2025
Industry :
Fintech
Client :
Indian Bank
Project Overview :
The MSME Admin Supervision Platform is a web-based internal application designed for the bank’s administrative hierarchy CO, FGMO, and Zonal Admins to oversee Relationship Managers (RMs) handling MSME clients.
Each admin level has specific permissions and tools:
Zonal Admins supervise RMs within their assigned zones.
FGMO Admins monitor zonal performance and regional trends.
CO Admins get a complete, organization-wide view of MSME operations.
The system enables better visibility, structured approval workflows, and data-driven decision-making — ensuring the MSME ecosystem runs efficiently at every level.
Scope & Role:
Platform exclusively for internal admins MSMEs and RMs cannot access it.
Role-based dashboards and workflows tailored for CO, FGMO, and Zonal users.
Designed directly in high-fidelity screens due to a tight project deadline.
Iterations were made based on admin feedback post-initial rollout.
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 :
Before this platform, admin supervision relied heavily on manual tracking, spreadsheets, and emails, causing delays and limited transparency.
Key challenges included:
Lack of unified system to monitor RM and Zonal performance.
No real-time visibility into MSME activities across levels.
Cumbersome approval process for new MSME additions.
Difficulty identifying bottlenecks or comparing region performance.
The goal was to design a centralized platform that simplified supervision, streamlined approvals, and improved overall coordination between CO, FGMO, and Zonal levels.
Research & Understanding Users :
Since the Business Analyst team did not interview MSME clients (as MSMEs are not direct users), all insights were gathered from internal admin discussions.
Key findings:
Zonal Admins need real-time visibility into RM performance, MSME onboarding requests, and pending actions.
FGMO Admins require aggregated data to track multiple zones, compare performance, and review escalations.
CO Admins focus on national-level analytics, exposure data, and trend patterns for strategic planning.
All admins wanted real-time alerts and simplified reporting tools to avoid dependency on manual reports.
Need for a feature to add and approve new MSMEs through the platform.
These insights shaped the role-based design system, ensuring each admin type gets focused tools relevant to their level of responsibility.
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 :
Due to strict deadlines, there was no wireframing phase — the design directly started with high-fidelity layouts in Figma. Rapid feedback loops were maintained with admin representatives to refine each module.
Core Design Focus Areas
Role-Based Dashboards:
Zonal Admin: RM tracking, pending approvals, and MSME monitoring.
FGMO Admin: Zonal performance summaries, comparative analytics, and trend insights.
CO Admin: All-India overview, exposure analytics, and cross-region performance metrics.
Approval & Task Management:
Streamlined process for adding new MSMEs, approving RM submissions, and tracking pending tasks.Performance Analytics:
Visual dashboards with charts, data tables, and performance indicators for clarity and quick decision-making.Consistent Visual Hierarchy:
Clean, modular interface with structured navigation to differentiate each admin level.
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 no quantitative metrics were provided, qualitative feedback from internal teams confirmed:
Significant improvement in visibility and coordination between admin levels.
Reduced dependency on manual tracking and spreadsheets.
Faster approval cycles for MSME onboarding.
Improved confidence among CO and FGMO admins in data accuracy and performance oversight.
More Projects
UI / UX Design
MSME Admin Platform
Enhancing Multi-Level Oversight for MSME Relationship Management
Year :
2025
Industry :
Fintech
Client :
Indian Bank
Project Overview :
The MSME Admin Supervision Platform is a web-based internal application designed for the bank’s administrative hierarchy CO, FGMO, and Zonal Admins to oversee Relationship Managers (RMs) handling MSME clients.
Each admin level has specific permissions and tools:
Zonal Admins supervise RMs within their assigned zones.
FGMO Admins monitor zonal performance and regional trends.
CO Admins get a complete, organization-wide view of MSME operations.
The system enables better visibility, structured approval workflows, and data-driven decision-making — ensuring the MSME ecosystem runs efficiently at every level.
Scope & Role:
Platform exclusively for internal admins MSMEs and RMs cannot access it.
Role-based dashboards and workflows tailored for CO, FGMO, and Zonal users.
Designed directly in high-fidelity screens due to a tight project deadline.
Iterations were made based on admin feedback post-initial rollout.
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 :
Before this platform, admin supervision relied heavily on manual tracking, spreadsheets, and emails, causing delays and limited transparency.
Key challenges included:
Lack of unified system to monitor RM and Zonal performance.
No real-time visibility into MSME activities across levels.
Cumbersome approval process for new MSME additions.
Difficulty identifying bottlenecks or comparing region performance.
The goal was to design a centralized platform that simplified supervision, streamlined approvals, and improved overall coordination between CO, FGMO, and Zonal levels.
Research & Understanding Users :
Since the Business Analyst team did not interview MSME clients (as MSMEs are not direct users), all insights were gathered from internal admin discussions.
Key findings:
Zonal Admins need real-time visibility into RM performance, MSME onboarding requests, and pending actions.
FGMO Admins require aggregated data to track multiple zones, compare performance, and review escalations.
CO Admins focus on national-level analytics, exposure data, and trend patterns for strategic planning.
All admins wanted real-time alerts and simplified reporting tools to avoid dependency on manual reports.
Need for a feature to add and approve new MSMEs through the platform.
These insights shaped the role-based design system, ensuring each admin type gets focused tools relevant to their level of responsibility.
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 :
Due to strict deadlines, there was no wireframing phase — the design directly started with high-fidelity layouts in Figma. Rapid feedback loops were maintained with admin representatives to refine each module.
Core Design Focus Areas
Role-Based Dashboards:
Zonal Admin: RM tracking, pending approvals, and MSME monitoring.
FGMO Admin: Zonal performance summaries, comparative analytics, and trend insights.
CO Admin: All-India overview, exposure analytics, and cross-region performance metrics.
Approval & Task Management:
Streamlined process for adding new MSMEs, approving RM submissions, and tracking pending tasks.Performance Analytics:
Visual dashboards with charts, data tables, and performance indicators for clarity and quick decision-making.Consistent Visual Hierarchy:
Clean, modular interface with structured navigation to differentiate each admin level.
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 no quantitative metrics were provided, qualitative feedback from internal teams confirmed:
Significant improvement in visibility and coordination between admin levels.
Reduced dependency on manual tracking and spreadsheets.
Faster approval cycles for MSME onboarding.
Improved confidence among CO and FGMO admins in data accuracy and performance oversight.