Optiswift Dashboard Redesign

🧠 Research & Problem Discovery

I led the redesign of the Optiswift fintech dashboard, a platform used by individuals and businesses to send, collect, and manage bulk payments.

We built upon existing research and customer feedback gathered from the previous version of the product. Key insights revealed that:

The UI felt outdated and cluttered

The sending flow was unintuitive, especially for bulk transactions

Data tables were hard to scan, slowing down user tasks

Users wanted easier access to reports and better developer tools

This feedback set the foundation for a user-focused redesign.

Using the Design Thinking framework, I approached the redesign with clear goals to improve usability, clarity, and performance. The process included:

Reviewing existing research and gathering internal stakeholder input

Mapping key user flows, especially for sending money and managing payments

Redesigning the dashboard UI for better visual clarity and navigation

Iteratively prototyping and testing updated layouts and components

Collaborating with developers to ensure alignment on new technical features

Some of the most impactful changes included:

A refreshed UI with better spacing, hierarchy, and cleaner visuals

A simplified and optimized sending flow for both one-time and bulk payments

Redesigned tables that are now more readable, scannable, and sortable

Introduction of a Reports section where users can generate, download, and share payment insights

A Developer Tools section featuring documentation, webhooks, and API keys for seamless integration

The redesign made Optiswift more intuitive, especially for frequent users and business clients who rely on speed and clarity. Results observed post-launch include:

Higher engagement (20%) with the reporting and developer tools

Faster completion of bulk payment tasks

Positive internal feedback from both the support and dev teams due to reduced user confusion and clearer flows

This project reinforced how targeted design improvements—especially around usability and visual clarity—can elevate a complex product and meet both user needs and business objectives.