Northern Trust Synergy - UX/UI Redesign

OVERVIEW

I fixed Synergy’s usability, functionality, and aesthetics.

synergy Application

Synergy is a software that transforms NT data into a format compatible with the client's third-party software. Stakeholders requested an update to the Synergy legacy app to align its appearance with the current Wealth Passport Application. Wealth Passport is an online platform catering to the intricate needs of ultra-high-net-worth families, their family offices, and advisors.

My Role

  • Only UX/UI Designer on the Team
  • Used UX Design Thinking Process
  • Designed with Figma and Adobe Suite

Team

  • Agile / Two Week Sprints
  • NT Development Team
  • Product Owners (2)
  • Business/Executive Team

Final redesign solution

Synergy’s Business Objectives

Update Aesthetics

Design the application to look better, making it more valuable and visually appealing.

Ease of Use

The existing design necessitated the Business Team to personally guide all interested users in utilizing the application.

Increase Frequency

The limited usage was from the learning curve associated with understanding the product, resulting in diminished interest and usage.

Problem

Synergy application was planning to be removed for lack of use.

Lack of Use

Synergy faced criticism from users who found its interface challenging to navigate, comprehend, and personalize.

Poor Feedback

The application was criticized for lacking clear instructions and providing insufficient feedback, hindering users' overall experience.

Aesthetics Issues

Synergy's aesthetics fall short, displaying an outdated design that fails to meet contemporary standards, prompting users to seek a more modern appearance.

heuristic evaluations

Empathizing begins with learning all about the product.

Walkthrough

Evaluated the clarity and intuitiveness of the navigation system. Viewed the hierarchy if it was well organized and easily understandable.

Product Owner (QA’s)

Went over my findings and asked further questions on the MVP for this project.

Interactions and Error Handling

Examined the efficiency of user interactions and the steps to complete a task.

research

Understanding the users point of view.

Adobe Analytics

Analytics for UX empowers designers with data-driven insights, enhancing user experience by pinpointing trends, bottlenecks, and opportunities for improvement.

Interviews (Collected)

Leveraging existing research data saves time and resources, offering valuable insights for informed decisions, enhancing efficiency, and optimizing outcomes.

User Feedback

User feedback fuels UX refinement, providing crucial insights for iterative design, enhancing user satisfaction, and optimizing digital experiences effectively.

Affinity Mapping

Engaged with the team in an infinity mapping session, merging insights from UX past research to brainstorm and devise inventive user experience solutions.

Project Prioritization Spreadsheet

My prioritization document resulting from the UXR analysis focuses on task criticality, impact, and frequency to determine the severity of issues, thereby leading to actionable plans tailored to address users' needs.

ideation

Finding ideas that will improve the user experience.

Competitive & Comparative Analysis

Performed an extensive competitive and comparative analysis, benchmarking our UX against top logistics companies to pinpoint strategic enhancement opportunities.

Design Inspirations

Design inspirations for UX draw from diverse sources, fostering creativity and ensuring user-centric solutions that elevate aesthetics, functionality, and satisfaction.

Drawing Ideas

Drawing on paper to brainstorm and translate abstract UX concepts into tangible sketches, facilitating the transformation of ideas into designs.

Wireframe & Prototyping

Crafted interactive UX wireframes using Figma, bringing early-stage design ideas to life for iterative testing.

USABILITY TESTING & DESIGN UPDATES

Usability testing - adding, removing, iterations required.

First Draft Demos

First draft is the springboard of creativity in UX design. It’s where ideas take shape, allowing designers to explore possibilities without the pressure of perfection.

Iterations

Iterative design ensures the final product resonates with users’ needs and expectations.

Finalizing the Design

Mutual agreement on final UX designs is pivotal. It ensures that all stakeholders are aligned with the vision, functionality, and aesthetics of the product.

High Definition Prototyping

High-definition prototyping is a critical step in UX. It brings designs closer to the final product, allowing teams to spot potential issues and assess readiness.

solutions + Final Designs

Final designs - ready for development handoff.

Final Desktop Designs

The NT Synergy UX design initiative represents meticulous design work for a smooth, user-friendly global experience within the application.

Surrounds’ interactions needed to be explained to the end users.

Conclusion & Lessons learned

This redesign will be an evolving experience.

The redesign of the Northern Trust Bank Synergy legacy application to the user-centric iteration, the transformation is evident across various key aspects. The journey from the outdated interface to the contemporary, user-friendly design has been shaped by a commitment to user experience, UX philosophy and a thorough understanding of user needs.

Legacy Design Challenges:

The legacy design posed several challenges, including a complex and unintuitive navigation system, lack of clarity in information architecture, and a dated user interface that hindered efficient use. User feedback highlighted frustrations with the system's feedback mechanisms, error handling, and the overall interactive experience.

User-Centric Design:

My approved design addresses these challenges head-on, placing a strong emphasis on clarity, simplicity, and ease of use. The navigation has been streamlined, adopting a more intuitive structure that ensures users can effortlessly locate the information they seek. Information architecture has been meticulously reorganized, enhancing the overall user journey. The user interface has been modernized, presenting a clean and visually appealing design that aligns with contemporary standards.

Positive Feedback and User Satisfaction:

The positive feedback received from users underscores the success of the redesign. Users appreciate the improved navigation, finding it more intuitive and user-friendly. The revamped information architecture has led to a reduction in user confusion, resulting in quicker and more efficient interactions. The modernized user interface has not only improved aesthetics but has also positively impacted user engagement.

Lessons Learned - UX Philosophy:

  • 1. User-Centric Approach: The redesign's success stems from a user-centric approach, prioritizing the needs and preferences of the end-users. Regular user testing and feedback sessions were instrumental in shaping design decisions.
  • 2. Simplicity and Clarity: Embracing the principle of simplicity and clarity in design proved crucial. Streamlining navigation, simplifying information architecture, and presenting a clean interface contributed significantly to a more positive user experience.
  • 3. Feedback and Iteration: Establishing a feedback loop with users throughout the design process allowed for continuous improvement. The ability to iterate based on user insights helped address pain points and refine the design iteratively.
  • 4. Accessibility and Inclusivity: Ensuring that the redesigned application is accessible to users of all abilities and backgrounds is a fundamental aspect of UX philosophy. Adhering to accessibility standards has broadened the application's usability and inclusivity.

In summary, the Northern Trust Bank's Synergy application UX redesign showcases the power of user-centric design, clear communication, and iterative refinement. The project's success underscores the importance of flexibility, collaboration, and an unwavering commitment to delivering a superior user experience in the dynamic landscape of digital banking.