SBV Connect. Smarter cash in transit logistics. Stronger client connections.

B2B application

Financial services

CRM

Dashboard

Design Systems

Overview

SBV partnered with Tiltshift to drive a digital transformation in response to the rise of digital payments and COVID-19. The goal was to evolve its service model and deliver a more engaging, digitised customer experience through a unified portal.

Year: 2021

Industry: Financial Services

Client: SBV

Project: SBV connect

Role: Senior User Experience Designer

SBV Connect

The problem

Customers lacked visibility, control, and engagement, making it difficult to access services, manage transactions, and track accounts efficiently.

The solution

A service-driven customer portal centralised and standardised offerings while personalising the experience. This improved visibility, enabled real-time access, and gave customers greater control over their services.

Design Features

Key features of the SBV Connect project

Dashboard

A comprehensive dashboard to manage various clients and data, providing users with a centralized view for efficient management.

New Scalable Design System

A design system that defines the brand and creates scalable components, ensuring consistency across the platform while allowing for growth.

Mobile Responsive Design

Designed to be mobile-friendly, ensuring users can access the platform seamlessly across different devices and contexts.

Business Process Modeling

Developed a setup to respond to key business processes and capture data projections, enabling efficient operations and informed decision-making.

SBV embarked on a significant journey to digitise its operations and achieve digital transformation, discovering that this transition was more substantial than anticipated. We acknowledged this challenge and communicated to SBV, who were new to digital transformation, that the process can be gradual and requires a crucial mindset shift as the company aligns its pace with new digital solutions.

Approach

Working with large product teams, both from the agency and the client, agile methodologies were essential for delivering in a rapid and iterative manner.

Overview

Navigating digital transformation, we adopted an agile approach focused on collaboration, flexibility, and continuous improvement, helping SBV deliver impactful solutions aligned to evolving business needs.

Tools

Figma, Figma, Miro, Jira, Slack

Rituals

Daily standups Retro's Design reviews

Business Requirement Workshops

Business requirements worskhops, ensuring alignment between stakeholders and the project goals.

User Interviews

Conducted in-depth user interviews to capture valuable insights, focusing on user needs, pain points, and expectations to inform the design process.

Synthesis

Data from interviews was sorted into key insights on the current journey.

Customer Journeys and To-Be Journeys

Ideation and mapping to shape future to-be journeys.

Task Flows & Jobs to Be Done

Different user scenarios, identifying how users interact with each other and their tasks to ensure a smooth experience

Information Architecture

Designed with user needs in mind, ensuring the IA could scale for future modules and enhance flexibility.

Wireframes & Wireflows

Low-fidelity iterations to high-fidelity designs utilizing the design system for consistency and functionality.

Dashboards

Intuitive dashboards design for scalability and key navigation.

UI

Designing intuitive UI elements that enhance user experience and ensure seamless interactions.

Artefacts

Workflows

Complex workflows were designed to define different user roles and permissions across the system.

Dashboard and UI design system

A Material Design system was established to set the direction for scalable and consistent UI components.

Integrated Data components

UX design and component structures were developed to present data analytics and support visibility into business operations.

Systems

API integrations

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