UI/UX Design

Case Management Tool

Web application for Credit Suisse

Project Overview

Case Management Tool is used by office staff to comply with government regulations and to defend the bank from different risk types such as Reputation, Crime, Sustainability, etc.

This application has multiple roles with different functionality and levels of access to information.


Business requirements

Build a collaborative tool that will allow bank users to move the whole risk assessment process to one digital environment with usable and efficient features that simplify the workflow and speed up the response to the end-clients.

Users needs

One of our main challenges was to build a tool that would be simple and understandable.
Apart from that, additional needs were:

  • reduce the number of mandatory fields
  • make tool self-explanatory
  • simplify the assessment process
  • add comments functionality


Applying a user-centric approach, we focused on delivering solutions that would serve business requirements, would be aligned with the core design library, and solve users’ pain points.
Actions we decided to make:

  • re-design the flow that allows users to save time and make the assessment process even quicker
  • re-organize different sections and optimise the number of fields
  • add instructions, tooltips, and links to external guidance or Q&A materials
  • incorporate documents and comments sections to increase collaboration

Role and responsibilities

I was mainly responsible for delivering high-fidelity design using Sketch and developing prototypes in Invision. In general, I worked on different stages of the design process including ideation, wireframing, prototyping, and usability testing.

Gathering requirements

Understand business requirements and users' pain points. Define the scope of the project in terms of design.

Key Actions:
  • Familiarize yourself with the business process
  • Analyze BRDs and MVP tool
  • Learn Design System and Brand Style
  • Communicate with BAs, Manual Writers, Designers
UI design

Create UI design solutions to address identified users' pain points using existing Design System components

Key Actions:
  • Brainstorming and Ideation together with Design Team Lead
  • High-Fi wireframes
  • Create new UI components
  • UI design in Sketch

Build prototypes in Invision for collaboration and presentation

Key Actions:
  • Created one main linked prototype which covers all BRDs ( 300+ screens)
  • Created prototype of 70 screens for Usability Testing
  • Adjusted prototype based on design changes and Project team feedback
Usability testing

Test prototype with users from different Banking Divisions

Key Actions:
  • Usability test sessions
  • Collect testers feedback
  • Report and analyse Usability Interview data
  • Suggestions for UX/UI and business process improvements
  • User-oriented UI adjustment

UX Design Process


Design thinking is a non-linear, iterative process that teams use to understand users, challenge assumptions, redefine problems and create innovative solutions to prototype and test.

1Analyse BRDs and Diagrams

Based on BRDs, we defined and built assumptions which could solve users needs and bring them intuitive design.


Together with the Design Lead, we created mockups and wireframes that were discussed with Project Team and BAs.

3UI Design

After agreeing with the Project Team, I have started to work on a hi-fi design using reusable components from the Design System.


I have built a main prototype which reflects the whole process and another advanced prototype for User testing.

5User Testing and Interviews

During the sessions I gathered observations and feedback. All findings were collected and summarised in detailed reports.

6Validation Data & Brainstorm Sessions

User Testing and Interviews revealed new insights which led us to another brainstorming and design adjustments.

Usability Testing and Interviews

The goal of having Usability Sessions was to check design assumptions and define the key points which need to be improved. We conducted Usability Testing via a video call where we provided a scenario and task that testers should complete. We had a chance to observe how testers are interacting with the prototype and where they stuck. Testers commented on their actions and thoughts.

Summarising all findings, we analysed and prioritised them by type of groups related to business, ux/ui design.

After the test itself, we interviewed users and collected overall satisfaction feedback. Number of questions were not limited, users were happy to share their thoughts of improvements or outlined other pain points which were hidden before.



300+ screens

The results of user interviews showed that users rated new design higher compared with the current tool, they see improvements and simplification of the flow. I ended up with more than 300 screens which were handed over to the development team. Unfortunately due to signed NDA I can't show the actual screens.