Designing for clarity:
task-success rose
from 78% to 83%

Designing for clarity: task-success rose from 78% to 83%

A streamlined dashboard for payments, bills, and transfers.

2024

Role: UX Designer
Project Type: Fintech platform for business clients
Scope: Dashboard, Payments, Bills, High-value transfers
Tools Used: Figma, moderated usability testing
Deliverables: High-fidelity prototype, Interactive component library (cards, modals, maps), User flows & click-through demos
Impact: task‑success rate: ↑ 78 % → 83 %, average errors per session: ↓ 1.6 → 1.3, mean time on task: ↓ ≈ 8 s per task

Simplifying business payments

Managing finances is complex: owners and finance teams juggle multiple transactions, high-value transfers, and recurring bills. Traditional banking piles on high fees, slow processing, and dated UX.

SmartPay Business addresses those pain points with:

- A single dashboard for payments, bills, and transfers
- Low-cost, high-value transfers in euros
- Faster processing than traditional banks
- Multi-step verification for peace of mind

The Challenge - what we set out to fix

High fees = Large per-transaction costs cut into margins
Slow transfers = High-value payments can take days to clear
Poor visibility = Hard to track pending payments & cash-flow
Security doubts = Users need proof their money is safe

Research & insights

Methods:

- Competitive analysis: Wise, Revolut Business, N26
- User interviews: 12 business owners & finance leads
- Usability testing: 2 rounds, 15 participants each

Key findings:

1. Users crave a single source of truth for all transactions.
2. Trust signals (transparent fees, verification steps) boost confidence.
3. Speed matters: real-time updates are now the baseline.

How SmartPay Business flows

Dashboard → Payment → Confirmation

“You saved €450 in fees this month by using SmartPay Business.” - contextual toast after completing a transfer

Task‑success & error‑rate metrics

(Round 2 vs. Round 1 — 15 business users, 12 days between tests)

Task‑success rate: ↑ 78 % → 83 %
Average errors per session: ↓ 1.6 → 1.3
Mean time on task: ↓ ≈ 8 s per task

Baseline: 5–7 Feb 2024 · Measurement: 20–22 Feb 2024

Heuristic Evaluation Summary

Quick checks flagged a few low-impact friction points (e.g., filter affordances on the bills view) that feed directly into the next sprint backlog.

Heuristic

Visibility of status

Match system
to real world

Flexibility
& efficiency

Issue

No progress bar on onboarding

Terminology "FX spread" confused non-technical users

No "repeat last transfer" shortcut

Severity

Medium

High

Medium

Heuristic

Visibility of status

Match system
to real world

Flexibility
& efficiency

Issue

No progress bar on onboarding

Terminology "FX spread" confused non-technical users

No "repeat last transfer" shortcut

Severity

Medium

High

Medium

Heuristic

Visibility of status



Match system
to real world



Flexibility
& efficiency

Issue

No progress bar on onboarding

Terminology "FX spread" confused non-technical users

No "repeat last transfer" shortcut

Severity

Medium




High





Medium

Heat‑map insight

Before the redesign, only 12 % of participants scrolled past the “How it works” section. After the update, 32 % reached the “Three Value Pillars” section  - our concise breakdown of low fees, fast transfers, and transparent tracking.

Value Pillar


Low fees









Fast transfers









Transparent tracking






What it means for users


Every euro transferred costs noticeably less than through a traditional bank. Users also see the savings so they feel the win, not just read about it.





High-value payments clear in hours (or instantly, if rails allow) instead of days, so cash-flow isn’t frozen.







All pending, scheduled, and completed transactions—plus upcoming bills—live in one dashboard, so finance teams never wonder “Where’s that €25 k?”



UX proof-points in the product

• Line-item fee breakdown on every confirmation screen

• Dashboard widget: “You saved €450 in fees this month”

• Comparison tooltip showing the typical bank fee side-by-side

• Real-time status chips (e.g., Processing, Arrived)

• Progress bar with ETA

• Push/email alert the moment funds settle

• Unified activity feed filtered by status

• Color-coded bill calendar

• CSV/API export for accountants

Heat‑map insight

Before the redesign, only 12 % of participants scrolled past the “How it works” section. After the update, 32 % reached the “Three Value Pillars” section  - our concise breakdown of low fees, fast transfers, and transparent tracking.

Value Pillar


Low fees









Fast transfers









Transparent tracking






What it means for users


Every euro transferred costs noticeably less than through a traditional bank. Users also see the savings so they feel the win, not just read about it.





High-value payments clear in hours (or instantly, if rails allow) instead of days, so cash-flow isn’t frozen.







All pending, scheduled, and completed transactions—plus upcoming bills—live in one dashboard, so finance teams never wonder “Where’s that €25 k?”



UX proof-points in the product

• Line-item fee breakdown on every confirmation screen

• Dashboard widget: “You saved €450 in fees this month”

• Comparison tooltip showing the typical bank fee side-by-side

• Real-time status chips (e.g., Processing, Arrived)

• Progress bar with ETA

• Push/email alert the moment funds settle

• Unified activity feed filtered by status

• Color-coded bill calendar

• CSV/API export for accountants

Heat‑map insight

Before the redesign, only 12 % of participants scrolled past the “How it works” section. After the update, 32 % reached the “Three Value Pillars” section  - our concise breakdown of low fees, fast transfers, and transparent tracking.

Value Pillar



Low fees




















Fast transfers













Transparent tracking


















What it means for users

Every euro transferred costs noticeably less than through a traditional bank. Users also see the savings so they feel the win, not just read about it.





High-value payments clear in hours (or instantly, if rails allow) instead of days, so cash-flow isn’t frozen.



All pending, scheduled, and completed transactions—plus upcoming bills—live in one dashboard, so finance teams never wonder “Where’s that €25 k?”

UX proof-points in the product

• Line-item fee breakdown on every confirmation screen

• Dashboard widget: “You saved €450 in fees this month”

• Comparison tooltip showing the typical bank fee side-by-side

• Real-time status chips (e.g., Processing, Arrived)

• Progress bar with ETA

• Push/email alert the moment funds settle


• Unified activity feed filtered by status

• Color-coded bill calendar

• CSV/API export for accountants