Overview
An admin platform designed for a fintech company that provides a trading platform for users. It enables administrators to manage essential actions on the user platform while seamlessly integrating with multiple systems, including the user area, external trading dashboard, HubSpot CRM, and blockchain infrastructure.
Definition and Challenge
The previous admin system was built using a developer-created template that became increasingly unscalable over time. New actions were added as separate tabs without considering an optimized user flow, leading to a fragmented experience. Additionally, many components were unintuitive and did not adhere to user experience best practices, making the system inefficient and difficult to navigate.
Research & Insights
The company’s previous admin platform was initially built as a developer-driven template, which over time became unscalable. As new features were added, they were implemented as separate tabs without a structured flow, making navigation inefficient and overwhelming. The system lacked a cohesive design strategy, leading to inconsistencies and usability issues.
Fragmented Workflow
Users switched between disconnected tabs to complete tasks, increasing complexity and time.
Lack of Scalability
As the platform grew, adding new functionalities became difficult without further cluttering the interface.
Poor Usability
Many components lacked intuitiveness and UX best practices, hindering admin efficiency.
Research & Competitive Analysis
I conducted one-on-one sessions with internal users, reviewing the existing admin platform to understand their specific workflows and pain points. To gather industry best practices, I researched various admin dashboards, CRM systems, and project management tools, focusing on component design and user flows. Additionally, we analyzed the data structure and permissions, refining how information was presented to ensure users accessed only the relevant data based on their roles.
User flow
How to create a deposit via crypto wallet
Design system
Part of the components designed for this platform
In process
Complete
Rejected
Password
Deposit
Withdraw
Cash Adj
Dashborad
Main screen providing an overview of key financial metrics and user activity
Top statistics, performance graph, internal wallets balance in need of withdrawal and a glimpse to pending tasks and transactions.
Clients
Clients management table enabling members to efficiently handle user accounts,
finances, and security settings.
The table presents key client data, with all user actions consolidated into a single popup screen for a streamlined workflow.
Clients
Member Management screens allowing admins to efficiently manage accounts, roles, and access levels.
All actions related to users are consolidated into a single popup screen for a seamless workflow.
Summary
Enhancing Efficiency and User Experience
The redesigned admin platform replaced the cluttered, tab-heavy structure with a streamlined, task-oriented interface, making workflows more intuitive. A structured user management system improved permissions, reducing errors, while enhanced integrations with external systems ensured smoother cross-platform interactions.
Impact & Results
Improved Workflow
The new platform reduced the number of steps required to complete key admin tasks, saving time and minimizing frustration.
Faster Processing
Users could now access relevant functions without unnecessary navigation, leading to a more efficient workflow.
Reduced Errors
Clear user permissions and role-based data visibility decreased mistakes and security risks
Better Engagement
Admins reported a more user-friendly experience, leading to higher adoption and reduced reliance on external support for routine tasks.