Case study

Rebuild a dashboard to reflect business and client needs

Rebuild a dashboard to reflect business and client needs

Rebuild a dashboard to reflect business and client needs

User interface · User experience · Ownership

User interface · User experience · Ownership

THE CHALLENGE

THE CHALLENGE

Aria's legacy dashboard no longer reflected the breadth or professionalism of our offering. It lacked clarity, modern UI standards, and ease of use. The challenge was to redesign it to align with our new brand identity, create a strong first impression, and improve navigation for both developers and Ops.


Aria's legacy dashboard no longer reflected the breadth or professionalism of our offering. It lacked clarity, modern UI standards, and ease of use. The challenge was to redesign it to align with our new brand identity, create a strong first impression, and improve navigation for both developers and Ops.


TITLE

CONTENT

BACKGROUND

BACKGROUND

Aria is a B2B fintech that enables platforms and marketplaces to offer instant payments to their professional users.

The dashboard is an entry point to this service. It allows our clients, including operations teams, developers, and CFOs, to track transactions, view logs, manage loans and invoices, and test our API.

A few years after launching the first version, we identified a strategic opportunity to improve the product.



Why we initiated a redesign

The existing UI lacked the level of refinement expected from a product in our space, which impacted the overall perception of quality. Key information was sometimes difficult to access, making it harder for users to quickly understand or act on critical data. The experience for developers also needed significant improvement, particularly in how we supported API integration and technical exploration. In addition, the navigation was too linear and did not adapt well to different user contexts or workflows. This redesign was not only a response to these UX challenges, but also a timely opportunity to align the product with our new brand identity.

Aria is a B2B fintech that enables platforms and marketplaces to offer instant payments to their professional users.

The dashboard is an entry point to this service. It allows our clients, including operations teams, developers, and CFOs, to track transactions, view logs, manage loans and invoices, and test our API.

A few years after launching the first version, we identified a strategic opportunity to improve the product.


Why we initiated a redesign

The existing UI lacked the level of refinement expected from a product in our space, which impacted the overall perception of quality. Key information was sometimes difficult to access, making it harder for users to quickly understand or act on critical data. The experience for developers also needed significant improvement, particularly in how we supported API integration and technical exploration. In addition, the navigation was too linear and did not adapt well to different user contexts or workflows. This redesign was not only a response to these UX challenges, but also a timely opportunity to align the product with our new brand identity.

GOALS

GOALS

UX/UI Objectives

  1. Create a strong first impression from the very first login experience.

  2. Improve usability for developers by focusing on autonomy, clarity, and technical structure.

  3. Provide clear and contextual navigation, where every object is accessible through a unique URL.

  4. Reflect the complexity of our product through a clean, robust, and elegant interface.

  5. Integrate the new branding into the interface.

  6. Update and align the design system with the new visual direction.

  7. Redesign the UX of existing features to improve overall consistency and user flow.

  8. Integrate new functionalities that were not yet available in the previous version of the dashboard.


Business Objectives

  1. Strengthen the perceived value of our platform.

  2. Appeal to decision-makers, such as CEOs and CFOs, during the discovery phase.

  3. Showcase our technical expertise through a premium product experience.

UX/UI Objectives

  1. Create a strong first impression from the very first login experience.

  2. Improve usability for developers by focusing on autonomy, clarity, and technical structure.

  3. Provide clear and contextual navigation, where every object is accessible through a unique URL.

  4. Reflect the complexity of our product through a clean, robust, and elegant interface.

  5. Integrate the new branding into the interface.

  6. Update and align the design system with the new visual direction.

  7. Redesign the UX of existing features to improve overall consistency and user flow.

  8. Integrate new functionalities that were not yet available in the previous version of the dashboard.


Business Objectives

  1. Strengthen the perceived value of our platform.

  2. Appeal to decision-makers, such as CEOs and CFOs, during the discovery phase.

  3. Showcase our technical expertise through a premium product experience.

DESIGN APPROACH

DESIGN APPROACH

We structured our approach into several key phases, combining exploration, design, and close collaboration with both product and engineering teams.


  1. Scoping workshop
    We started with a scoping workshop to align on business goals, user expectations, and technical constraints. This collaborative session helped set a clear direction and build a shared understanding across teams.


  2. Research & Understand
    To better understand user needs and pain points, we conducted internal interviews with teams such as Ops and Customer Success, analyzed current user journeys, and identified friction points in the existing experience.


  3. UX exploration & Benchmark

    We then entered an exploration phase focused on UX and benchmarking. This included rethinking navigation and information hierarchy, improving data display and readability, identifying reusable components and patterns, and ensuring the interface could scale with future needs.


  4. Ideation
    During the ideation phase, we ran sketching sessions, created wireframes, and built early prototypes to explore different directions. These helped us define navigation flows and test initial ideas internally.


  5. Successive iterations
    Each phase involved rapid iteration loops, allowing us to continuously refine both the UX and UI based on feedback and new insights.


  6. Step-by-step construction
    The new dashboard was then progressively built, section by section, following business priorities and user needs.


  7. High-fidelity prototype & test
    A high-fidelity prototype was used to simulate real usage, gather feedback, and fine-tune interaction details and content.


  8. Handoff & specs
    Finally, I prepared detailed design deliverables for the development team, including precise specifications and design tokens to ensure a smooth handoff and implementation.

Explored multiple solutions while considering both user needs and technical constraints to ensure an optimal and scalable outcome. The final solution was designed to streamline the user journey, reduce errors, and increase the overall efficiency of the process.


Integration of mandatory resource creation

We incorporated the creation of necessary resources directly within the flow to avoid unnecessary steps and ensure that users can proceed without having to navigate away from the process.


Early verification steps

To prevent mistakes and unnecessary actions, we added verification checkpoints at the beginning of the flow. This proactive approach allows users to confirm their inputs early on.


Enhanced resource information display

We improved the visibility of critical information related to resources throughout the flow.


Persistent invoice visibility

We ensured the invoice, as the source of truth, was visible throughout the flow. This helped maintain clarity and ensured users always had easy access to the most up-to-date information about the request they were processing, reducing potential for confusion or errors.

OVERVIEW

Advance payments section

Advance payments section

Advance payments section

Developers section

Developers section

Developers section

Some details views

Some details views

Some details views

Settings section

Settings section

Settings section

IMPACTS

IMPACTS

  1. Improved product perception
    The dashboard now delivers a more polished and professional impression, aligned with the value of our service. It has become a strong asset during client onboarding, especially in demos and sandbox environments.


  2. Better understanding of complex flows
    Relationships between objects (such as invoices, loans, and repayments) are now more visible and easier to access. This helps users make sense of financial transactions and business logic more efficiently.


  3. Optimized developer experience
    With clearer navigation, more readable logs, and a more “tech-friendly” UI, developers can now explore the API directly within the interface. This reduces their reliance on documentation or support.


  4. A strong foundation for product evolution
    This new version introduced a consistent and scalable design system, with reusable components and patterns tailored to the growing complexity of the product.

  1. Improved product perception
    The dashboard now delivers a more polished and professional impression, aligned with the value of our service. It has become a strong asset during client onboarding, especially in demos and sandbox environments.


  2. Better understanding of complex flows
    Relationships between objects (such as invoices, loans, and repayments) are now more visible and easier to access. This helps users make sense of financial transactions and business logic more efficiently.


  3. Optimized developer experience
    With clearer navigation, more readable logs, and a more “tech-friendly” UI, developers can now explore the API directly within the interface. This reduces their reliance on documentation or support.


  4. A strong foundation for product evolution
    This new version introduced a consistent and scalable design system, with reusable components and patterns tailored to the growing complexity of the product.

LEARNINGS

LEARNINGS

This project was the longest and most impactful one I have worked on so far. It helped me grow in several key areas.


First, I developed a more strategic design approach. With a broader scope and cross-functional challenges, I learned to better structure screens, prioritize user needs, and consider scalability right from the early wireframes.


The project’s sustained and iterative pace required real resilience, both in maintaining design clarity and in keeping up energy over time despite numerous changes and evolutions.


I also gained stronger product skills, especially in information hierarchy, data readability, and building durable components that can adapt as the product grows.


Finally, the collaboration with multiple developers running in parallel improved my ability to communicate clearly and continuously align design decisions with both product goals and technical constraints.

This project was the longest and most impactful one I have worked on so far. It helped me grow in several key areas.


First, I developed a more strategic design approach. With a broader scope and cross-functional challenges, I learned to better structure screens, prioritize user needs, and consider scalability right from the early wireframes.


The project’s sustained and iterative pace required real resilience, both in maintaining design clarity and in keeping up energy over time despite numerous changes and evolutions.


I also gained stronger product skills, especially in information hierarchy, data readability, and building durable components that can adapt as the product grows.


Finally, the collaboration with multiple developers running in parallel improved my ability to communicate clearly and continuously align design decisions with both product goals and technical constraints.

VISION

VISION

This redesign marks the V2 of the dashboard, built as a solid yet flexible foundation.

Some design decisions were made to address immediate priorities (developer experience, transactional navigation, data clarity), while laying the groundwork for future phases.

Several opportunities remain open for future iterations:

  • Improve information density and hierarchy

  • Better represent connections between business objects

  • Evolve certain components for improved clarity and scalability

This redesign marks the V2 of the dashboard, built as a solid yet flexible foundation.

Some design decisions were made to address immediate priorities (developer experience, transactional navigation, data clarity), while laying the groundwork for future phases.

Several opportunities remain open for future iterations:

  • Improve information density and hierarchy

  • Better represent connections between business objects

  • Evolve certain components for improved clarity and scalability

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