CreativesCastle was approached by eVision to revamp their financial suite, Bingo Suite®.

Bingo Suite® is a portfolio of reconciliation software solutions that helps financial institutions manage the accounting, transactions, and reconciliation activities that support their core business while reducing cost and risk. The solution covers financial transaction filtering, routing, and reconciliation for multiple channels.

Bingo Suite® plugs in banking operations to eliminate manual interventions in financialtransaction reconciliation in order to help:- Act proactively with disputes.- Maximize customer trust.- Expand financial network.- Understand transaction trends.

Deliverables & Services

  • Stakeholders’ interviews
  • Product audit
  • User research
  • Information architecture
  • User flow maps
  • Wireframes
  • UI design
  • Design System

The Challenge

The Bingo Financial Suite is a crucial tool for financial operations and management. The stakeholders approached CreativesCastle Studio with the goal of revamping the Bingo Financial Suite to increase efficiency, reduce risk, improve transparency and accuracy, streamline reporting, enhance financial closing, provide a comprehensive dispute management process, and enable the stakeholders to expand their financial network. The design team was tasked with understanding the current reconciliation process, identifying any manual interventions that could lead to errors, and creating a solution that would address these pain points while also meeting the stakeholders' requirements.

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The first phase in our design process is Discovery, which focuses on gaining a deep understanding of the target audience and their needs. This phase includes two key design thinking stages: Empathy and Define.

At this phase we do the following activities and deliverables:

  1. Stakeholder Interviews: The design team conducted in-depth interviews with stakeholders to understand their business objectives, pain points, and requirements.
  2. User Research: The design team conducted user research to gather information on how the Bingo Financial Suite is being used in the real world.
  3. Competitor Analysis: The design team conducted a competitor analysis to understand the current market trends and best practices in mobile banking.
  4. Problem Statement: Based on the information gathered during the discovery phase, the design team developed a problem statement that would guide the design process.

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Our Process

CreativesCastle typically follows a series of phases to ensure that the product is designed and developed in a holistic and user-centered way. Our UX design process is an iterative cycle, with the design team continually refining and improving the product based on feedback and insights. This process helps to ensure that the end product meets the needs and expectations of the end users and is delivered on time and on budget.

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The second phase in our design process is Design, which focuses on generating and testing potential solutions to the problem identified in the Discovery phase. This phase includes two key design thinking stages: Ideate and Prototype.

The design phase involved the following activities and deliverables:

  1. Design Conceptualization: The design team conceptualized various design solutions based on the problem statement.
  2. Design Prototyping: The design team created low-fidelity prototypes of the selected design solution to test and validate with users.
  3. User Testing: The design team conducted user testing to gather feedback on the prototypes and make necessary adjustments.
  4. High-Fidelity Prototyping: The design team created high-fidelity prototypes based on the feedback gathered during user testing.
  5. Design System Development: The design team developed a comprehensive design system that would provide consistency and help in fast interface prototyping.

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The third and final phase of our design process is Deliver, which focuses on bringing the product to market and ensuring it meets the needs of the target audience. This phase includes the Test stage, in which the design team validates the product with real users and makes any necessary adjustments to ensure it meets their needs and expectations.

The deliver phase involved the following activities and deliverables:

  1. Code Development: The design team worked closely with the development team to ensure that the code was developed according to the high-fidelity prototypes.
  2. User Acceptance Testing: The design team conducted user acceptance testing to gather feedback on the developed solution.
  3. Deployment: Based on the feedback gathered during user acceptance testing, the design team made necessary adjustments and deployed the solution.

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eVision is the Leader in Financial Transaction Management Software and Service

eVision is a leading software solution provider focused on helping clients with their financial transactions and cash management operations. Since the year 2000, eVision has been helping its clients improve their operational processes and reduce costs.

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The CreativesCastle team has spent tedious hours comprehending the business processes and how the different users interact with the system and has finally come up with groundbreaking recommendations and design concepts that have definitely created a paradigm shift in the user experience journey and hence the usability and the dependence of the user on the system. It looked extremely neat, simple, efficient & effective; quite overwhelming to the Bingo team.

— Amr Soliman • Executive Chairman, eVision

Accelerating Bingo Financial Suite Revamp through Improved Design System

The revamp of Bingo Financial Suite benefitted greatly from the implementation of an improved design system. Our design team worked to standardize the design patterns and elements, ensuring consistency throughout the app. The design system also streamlined the interface prototyping process, as designers could easily access the necessary components and modules without sifting through multiple screens.

480+ components created

The design system also allowed for efficient testing and refinement of each component, ensuring that each element was pixel-perfect. Furthermore, our designers provided recommendations for UX copy to make the app more user-friendly and consistent for users to understand. As a result, the improved design system played a key role in boosting the speed and efficiency of the Bingo Financial Suite revamp project.

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Brand Refresh

As part of the revamp, we’ve also did a brand refresh. Instead of proposing new colors, the old palette was refreshed to match their new brand personality of vibrant, fresh, and modern.

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Conclusion

The Bingo Financial Suite revamp project was a challenging but rewarding experience for the design team. The design team was able to meet the stakeholders' requirements and create a solution that would help them achieve their goals.

Here is a list of what we have learned from the Bingo project:

  1. The importance of user research and empathy in the design process.
  2. Understanding the target audience's behaviors, motivations, and pain points.
  3. The value of creating user personas, user scenarios, user journeys, and empathy maps.
  4. The impact of understanding the target audience's emotions, thoughts, and behaviors on the design process.
  5. The role of user research in informing design decisions and ensuring the final product meets the users' needs.
  6. The significance of considering the context in which the target audience uses the product.
  7. The benefits of having a deep understanding of the target audience to make informed design decisions.

The Results 🤩

70+

design sprints

600+

screens designed

38+

user flows created

480+

components created

820+

workshop hours