Forex admin panel
Aya Jamaleddine
Prompt
Design a responsive admin panel for brokers
Research
Due to limited scope of the project, I spoke to one broker and carefully reviewed the design prompt to define the base user flow. This allowed me to take a user-centered approach and prioritize relevant information and features.
User persona
Goals:
Maximize commissions and profits & mitigate risk
Increase clients
Determine which books to sign clients into
Pain points:
Navigate high volumes of client data to inform decision-making
Identify client behavioral patterns using demographic data
Provide end-of-day receipts to clients
In particular, the broker noted that for his decision-making, he needs to know who his highest net worth clients are, the highest value countries, and the time that they are most active.
Problem statement
“Brokers using WeArePartners need a more efficient and insightful way to manage their clients and track their performance.
They face challenges in accessing real-time data, understanding client demographics, and optimizing their earnings.
How can we provide brokers with a streamlined and data-driven experience to enhance their client management and financial tracking?”
Defining the possible interactions that the user has with the interface, in relation to the user goal allows me to keep the user needs front-and-center throughout the design process
First information architecture
Revised Information Architecture
Prototype
The prototype is guided by user-centered approach
Simple: presents data and insights clearly
Accessible: can be viewed on the go
Accurate: reduce errors by providing adequate overview steps
Customizable: technical users often need control over how data is presented to aid their decision making
Speed: user should be able to act and move between different applications easily
Dashboard & design decisions
Reports & design decisions
Mobile version
Next steps
Audit existing UI
Perform accurate research with real IronFX users to understand features and flows needed
Determine business needs
Consult software engineers to ensure technical feasibility and optimal performance
Perform competitive audit
Produce full wireframes and interactive prototypes
Test usability with end-users
Iterate necessary improvements based on feedback
Consider edge cases and design solutions
Create AI-powered features to aid decision- making
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Posted Sep 25, 2023
Data analytics for brokers
