Redesigning a complex trade search flow
The legacy search flow was difficult to scan and overloaded with filters, making transaction tracking slower for operational teams working under time pressure.
Year
2023
Field
Fintech
Client :
BBH
Category
Feature
OVERVIEW - "BEFORE" STATE
Transaction Search was a redesign of an existing internal trading tool (below) used to monitor trades, investigate failures, and locate transactions based on partial or specific information.The challenge was not to invent a new feature from scratch, but to make an already critical workflow more usable, faster, and easier to understand for teams working under time pressure.
THE PROBLEMS IDENTIFIED
• heavy reliance on manual filtering
• inconsistent hierarchy and layout
• difficult scanability in dense tables
• unclear transaction status visibility
The redesign introduced improving clarity without increasing interface complexity as of two dedicated search paths:
• direct lookup: Search by Transaction ID
• broader exploration using: Search by Multiple Criteria
THE OUTCOME
The dashboard was transformed into a more actionable transaction management workspace. New features such as Trade Tracker and Favorites improved visibility, reduced friction, and helped users focus on the transactions that mattered most.
THE INSIGHT & SOLUTION
The redesign introduced improving clarity without increasing interface complexity as of two dedicated search paths:
• direct lookup: Search by Transaction ID
• broader exploration using: Search by Multiple Criteria
THE OUTCOME
The dashboard was transformed into a more actionable transaction management workspace. New features such as Trade Tracker and Favorites improved visibility, reduced friction, and helped users focus on the transactions that mattered most.
More Projects
More Projects
Redesigning a complex trade search flow
The legacy search flow was difficult to scan and overloaded with filters, making transaction tracking slower for operational teams working under time pressure.
Year
2023
Field
Fintech
Client :
BBH
Category
Feature
OVERVIEW - "BEFORE" STATE
Transaction Search was a redesign of an existing internal trading tool (below) used to monitor trades, investigate failures, and locate transactions based on partial or specific information.The challenge was not to invent a new feature from scratch, but to make an already critical workflow more usable, faster, and easier to understand for teams working under time pressure.
THE PROBLEMS IDENTIFIED
• heavy reliance on manual filtering
• inconsistent hierarchy and layout
• difficult scanability in dense tables
• unclear transaction status visibility
The redesign introduced improving clarity without increasing interface complexity as of two dedicated search paths:
• direct lookup: Search by Transaction ID
• broader exploration using: Search by Multiple Criteria
THE OUTCOME
The dashboard was transformed into a more actionable transaction management workspace. New features such as Trade Tracker and Favorites improved visibility, reduced friction, and helped users focus on the transactions that mattered most.
THE INSIGHT & SOLUTION
The redesign introduced improving clarity without increasing interface complexity as of two dedicated search paths:
• direct lookup: Search by Transaction ID
• broader exploration using: Search by Multiple Criteria
THE OUTCOME
The dashboard was transformed into a more actionable transaction management workspace. New features such as Trade Tracker and Favorites improved visibility, reduced friction, and helped users focus on the transactions that mattered most.
More Projects
More Projects
Redesigning a complex trade search flow
The legacy search flow was difficult to scan and overloaded with filters, making transaction tracking slower for operational teams working under time pressure.
Year
2023
Field
Fintech
Client :
BBH
Category
Feature
OVERVIEW - "BEFORE" STATE
Transaction Search was a redesign of an existing internal trading tool (below) used to monitor trades, investigate failures, and locate transactions based on partial or specific information.The challenge was not to invent a new feature from scratch, but to make an already critical workflow more usable, faster, and easier to understand for teams working under time pressure.
THE PROBLEMS IDENTIFIED
• heavy reliance on manual filtering
• inconsistent hierarchy and layout
• difficult scanability in dense tables
• unclear transaction status visibility
The redesign introduced improving clarity without increasing interface complexity as of two dedicated search paths:
• direct lookup: Search by Transaction ID
• broader exploration using: Search by Multiple Criteria
THE OUTCOME
The dashboard was transformed into a more actionable transaction management workspace. New features such as Trade Tracker and Favorites improved visibility, reduced friction, and helped users focus on the transactions that mattered most.
THE INSIGHT & SOLUTION
The redesign introduced improving clarity without increasing interface complexity as of two dedicated search paths:
• direct lookup: Search by Transaction ID
• broader exploration using: Search by Multiple Criteria
THE OUTCOME
The dashboard was transformed into a more actionable transaction management workspace. New features such as Trade Tracker and Favorites improved visibility, reduced friction, and helped users focus on the transactions that mattered most.