#Product
#Product
#Product
#web
#web
#web
#app
#app
#app
#dashboard
#dashboard
#dashboard
GRC - Governance, Risk, Compliance
GRC - Governance, Risk, Compliance
GRC - Governance, Risk, Compliance
GRC - Governance, Risk, Compliance
GRC - Governance, Risk, Compliance
GRC - Governance, Risk, Compliance
After onboarding a product where a user can able to do everything needed for the service from uploading documents, do payments, downloading deliverables, chat support, check compliance all in one place. And we named it GRC.
After onboarding a product where a user can able to do everything needed for the service from uploading documents, do payments, downloading deliverables, chat support, check compliance all in one place. And we named it GRC.
After onboarding a product where a user can able to do everything needed for the service from uploading documents, do payments, downloading deliverables, chat support, check compliance all in one place. And we named it GRC.
After onboarding a product where a user can able to do everything needed for the service from uploading documents, do payments, downloading deliverables, chat support, check compliance all in one place. And we named it GRC.
After onboarding a product where a user can able to do everything needed for the service from uploading documents, do payments, downloading deliverables, chat support, check compliance all in one place. And we named it GRC.
After onboarding a product where a user can able to do everything needed for the service from uploading documents, do payments, downloading deliverables, chat support, check compliance all in one place. And we named it GRC.
5 Months (Oct 23' - Feb 24')
When
UX Research, UI Design
Role
Web & App
Platform
5 Months (Oct 23' - Feb 24')
When
UX Research, UI Design
Role
Web & App
Platform
Why GRC is required?
Why GRC is required?
Why GRC is
required?
1
1
1
1
1
Post onboarding, a platform needed to continue the process
Post onboarding, a platform needed to continue the process
Post onboarding, a platform needed to continue the process
2
2
2
2
2
Status page to monitoring the current status of the service
Status page to monitoring the current status of the service
Status page to monitoring the current status of the service
3
3
3
3
3
Staying upto date about the renewal date of future payments
Staying upto date about the renewal date of future payments
Staying upto date about the renewal date of future payments
4
4
4
4
4
Making sure of being compliant to avoid penalties
Making sure of being compliant to avoid penalties
Making sure of being compliant to avoid penalties
5
5
5
5
5
Personal account to manage their business by themself
Personal account to manage their business by themself
Personal account to manage their business by themself
6
6
6
6
6
Uploading & downloading the documents whenever there is a need
Uploading & downloading the documents whenever there is a need
Uploading & downloading the documents whenever there is a need
Goals
Develop a comprehensive platform that allows users to manage all their business needs and requirements in one centralized place
Eliminate the need for document collection & communication through other channels like WhatsApp, Gmail entirely.
Streamline the registration process by empowering users to complete 80% of the tasks themselves with simple forms, reducing the need to rely on agents
Organizing the messages section by categorizing based on service type for more efficient experience.
Enhancing the user & roles section of multiple business
Goals
Develop a comprehensive platform that allows users to manage all their business needs and requirements in one centralized place
Eliminate the need for document collection & communication through other channels like WhatsApp, Gmail entirely.
Streamline the registration process by empowering users to complete 80% of the tasks themselves with simple forms, reducing the need to rely on agents
Organizing the messages section by categorizing based on service type for more efficient experience.
Enhancing the user & roles section of multiple business
Initial thoughts
Initial thoughts
1
1
1
1
1
So for the above needs we required a dashboard kind of platform
So for the above needs we required a dashboard kind of platform
So for the above needs we required a dashboard kind of platform
2
2
2
2
2
Started throwing the ideas and thoughts with the team
Started throwing the ideas and thoughts with the team
Started throwing the ideas and thoughts with the team
3
3
3
3
3
Numerous amount of questions and doubts raised
Numerous amount of questions and doubts raised
Numerous amount of questions and doubts raised
4
4
4
4
4
Articulating the thoughts from everyone and mapping it
Articulating the thoughts from everyone and mapping it
Articulating the thoughts from everyone and mapping it
User research
User research
Conducted a user research through calling the existing, new customers sending them poll links to get the needs and problems they are faced, facing and listed down the pain points.
Conducted a user research through calling the existing, new customers sending them poll links to get the needs and problems they are faced, facing and listed down the pain points.
Conducted a user research through calling the existing, new customers sending them poll links to get the needs and problems they are faced, facing and listed down the pain points.
Listened the call recordings of over 80+ customers to know the full process of registration and what are the requirements needed upfront from the customers
Listened the call recordings of over 80+ customers to know the full process of registration and what are the requirements needed upfront from the customers
Listened the call recordings of over 80+ customers to know the full process of registration and what are the requirements needed upfront from the customers
After lot of Discussions
After lot of Discussions
1
1
1
1
1
Finalised what are there should be in the product
Finalised what are there should be in the product
Finalised what are there should be in the product
2
2
2
2
2
Started planning the work before work
Started planning the work before work
Started planning the work before work
3
3
3
3
3
Got a clear idea of what the product is going to be
Got a clear idea of what the product is going to be
Got a clear idea of what the product is going to be
Started sketching the flows
Drawn some crazy amount of sketches to get the final wireframes (after lot of iterations)
User flows
Both web & App variations slightly differ in some parts of the flows for easy user experience
Alright then, lets get to work
Started with Navigation bar
Started with Navigation bar
1
1
1
1
1
Separated the Nav bar into 3 for web and 4 for App
Separated the Nav bar into 3 for web and 4 for App
Separated the Nav bar into 3 for web and 4 for App
2
2
2
2
2
Designed everything with component in figma for easy swap
Designed everything with component in figma for easy swap
Designed everything with component in figma for easy swap
Homepage
Homepage
1
1
1
1
1
Once user login -> lands to the homepage
Once user login -> lands to the homepage
Once user login -> lands to the homepage
2
2
2
2
2
Added all the necessary service overview in first 2 folds
Added all the necessary service overview in first 2 folds
Added all the necessary service overview in first 2 folds
3
2
3
3
3
2
Remaining parts plays service selling point, later it was used to placing banners for offers, combos
Remaining parts plays service selling point, later it was used to placing banners for offers, combos
Remaining parts plays service selling point, later it was used to placing banners for offers, combos
4
2
4
4
4
2
Compliance score - Extracted using the details given and service they have took
Compliance score - Extracted using the details given and service they have took
Compliance score - Extracted using the details given and service they have took
5
2
5
5
5
2
Needs attention - Last minute design decision to show the immediate action from the user
Needs attention - Last minute design decision to show the immediate action from the user
Needs attention - Last minute design decision to show the immediate action from the user
1
1
1
1
1
For app and Mweb our plan is to show the overview by priority
For app and Mweb our plan is to show the overview by priority
For app and Mweb our plan is to show the overview by priority
2
2
2
2
2
Second screen is added enhancement after live, it shows the immediate action and once closed it'll float in bottom
Second screen is added enhancement after live, it shows the immediate action and once closed it'll float in bottom
Second screen is added enhancement after live, it shows the immediate action and once closed it'll float in bottom
My services
My services
1
2
1
1
1
2
Partitioned the services into 4 types based on their current status
Partitioned the services into 4 types based on their current status
Partitioned the services into 4 types based on their current status
2
1
2
2
2
1
Some services have to be renewed monthly and others were 1 time process
Some services have to be renewed monthly and others were 1 time process
Some services have to be renewed monthly and others were 1 time process
3
4
3
3
3
4
Designed the service card in such a way which shows all the details upfront
Designed the service card in such a way which shows all the details upfront
Designed the service card in such a way which shows all the details upfront
1
1
1
1
1
Every service have business name except individual service
Every service have business name except individual service
Every service have business name except individual service
2
2
2
2
2
If a service doesn't linked with any service there will be error indication and a way to link it
If a service doesn't linked with any service there will be error indication and a way to link it
If a service doesn't linked with any service there will be error indication and a way to link it
Compliances
Compliances
1
1
1
1
1
To run a business a set of regulation must be followed on regular basis, otherwise a penalty will be imposed.
To run a business a set of regulation must be followed on regular basis, otherwise a penalty will be imposed.
To run a business a set of regulation must be followed on regular basis, otherwise a penalty will be imposed.
2
1
2
1
2
1
Compliance -> select business (because each business have different score)
Compliance -> select business (because each business have different score)
Compliance -> select business (because each business have different score)
3
2
3
3
3
2
Some of them are mandatory compliance, a user must take
Some of them are mandatory compliance, a user must take
Some of them are mandatory compliance, a user must take
Messages
Messages
1
2
1
1
1
2
Messages were main thing to focus on, because lot of communication like sending invoices, deliverables includes
Messages were main thing to focus on, because lot of communication like sending invoices, deliverables includes
Messages were main thing to focus on, because lot of communication like sending invoices, deliverables includes
2
1
2
2
2
1
Service card -> Messages (to reach specific service's messages and to avoid mix up in messages)
Service card -> Messages (to reach specific service's messages and to avoid mix up in messages)
Service card -> Messages (to reach specific service's messages and to avoid mix up in messages)
3
4
3
3
3
4
One can do - reply, forward, search with filter, add recipients to the messages
One can do - reply, forward, search with filter, add recipients to the messages
One can do - reply, forward, search with filter, add recipients to the messages
Finally Profile section
Finally Profile section
1
1
1
1
1
An individual can manage their business profile in all ways possible
An individual can manage their business profile in all ways possible
An individual can manage their business profile in all ways possible
2
2
2
2
2
Add user & businesses, manage roles, help, support and in one place
Add user & businesses, manage roles, help, support and in one place
Add user & businesses, manage roles, help, support and in one place
Design parts
Design parts
1
2
2
2
1
2
Added every status for fields and micro interactions to the point
Added every status for fields and micro interactions to the point
Added every status for fields and micro interactions to the point
2
1
1
1
2
1
Tried avoiding missing out details as much as possible
Tried avoiding missing out details as much as possible
Tried avoiding missing out details as much as possible
And the design got over…😮💨
And the design got over…😮💨
And the design got over…😮💨
Any Impact created?
"After effects" of GRC
1
1
1
1
Everyday minimum over 700+ new users onboarded in GRC
Everyday minimum over 700+ new users onboarded in GRC
2
2
2
2
81% from successful service purchase (after payment redirection happens), 19% of them from homepage direct login
81% from successful service purchase (after payment redirection happens), 19% of them from homepage direct login
3
3
3
1
4.5k+ active user everyday to check status and renewal payment
4.5k+ active user everyday to check status and renewal payment
4
4
4
2
In next enhancement: After payment -> there will be a self-serve flow happens where user have to give some basic details and upload documents by themselves to reduce the work time of agent for single user
In next enhancement: After payment -> there will be a self-serve flow happens where user have to give some basic details and upload documents by themselves to reduce the work time of agent for single user
"After effects" of onboarding process
Key Metrics
700+
New user per day
4.5k+
Active users everyday
Final Takeaways
1
1
1
2
I had a great time working on this project.
I had a great time working on this project.
2
2
2
1
It was enjoyable to research and explore a field I had few prior experience in.
It was enjoyable to research and explore a field I had few prior experience in.
3
3
3
4
Along the way, I learned a lot, including a new word ("compliance" was new to me, 😄).
Along the way, I learned a lot, including a new word ("compliance" was new to me, 😄).
4
4
4
4
Next -> on the way to analyse the users interactions from CLARITY and flows from MIXPANEL to get the inputs and work on it 🏃♂️.
Next -> on the way to analyse the users interactions from CLARITY and flows from MIXPANEL to get the inputs and work on it 🏃♂️.
"After effects" of GRC
1
1
Everyday minimum over 700+ new users onboarded in GRC
2
2
81% from successful service purchase (after payment redirection happens), 19% of them from homepage direct login
3
3
4.5k+ active user everyday to check status and renewal payment
4
4
In next enhancement: After payment -> there will be a self-serve flow happens where user have to give some basic details and upload documents by themselves to reduce the work time of agent for single user
Final Takeaways
1
1
I had a great time working on this project.
2
2
It was enjoyable to research and explore a field I had few prior experience in.
3
3
Along the way, I learned a lot, including a new word ("compliance" was new to me, 😄).
4
4
Next -> on the way to analyse the users interactions from CLARITY and flows from MIXPANEL to get the inputs and work on it 🏃♂️.
Tools
Tools
Figma
Goals
Develop a comprehensive platform that allows users to manage all their business needs and requirements in one centralized place
Eliminate the need for document collection & communication through other channels like WhatsApp, Gmail entirely.
Streamline the registration process by empowering users to complete 80% of the tasks themselves with simple forms, reducing the need to rely on agents
Organizing the messages section by categorizing based on service type for more efficient experience.
Enhancing the user & roles section of multiple business
Check out the other project
(That's little more interesting)
