Enterprise Account List
Custom account list view for enterprise users with high volumes (hundreds to thousands) of accounts. The experience enhanced account findability and organization, and improved collaboration amongst employees and across departments.
The Q2 online banking platform was initially created for individual account holders, and the product’s experience and capabilities reflected this. Over the past few years, Q2 has established a larger footprint in the enterprise banking space (delivering a “Best In Class” User Experience for cash management customers in the process). This has generated both exciting growth opportunities and new user experience challenges.
The experience created for individual end users was unwieldy for our corporate customers. As lead designer, I developed a research plan — including a series of interviews and contextual inquiries — to better understand our users’ goals, tasks, and challenges. In total, we conducted ten interviews and three contextual inquiries, covering a well-represented set of roles, business size, and industries.
After establishing context, we moved into a series of brainstorming and design iteration sessions, including the developers and product owner at key points in the process to understand technical limitations/opportunities and get buy-in/feedback from the product owner.
These sessions resulted in two major conceptual breakthroughs: First, offer an easy way for users to select a small subset of accounts for display on the homepage. This solved the login performance issue, and gave us the opportunity to create a dedicated account list view with intuitive search, sort, and filter options. Second, create a dedicated account list view, with advanced search, sort, filtering, and organization capabilities.
Finally, we improved the group creation process, containing similar search, sort and filter options as those available on the main account list view, with simple affordances to select all filtered accounts for immediate addition to the group being created.
The full experience went through multiple rounds of prototyping and usability testing, such that we were confident the solution would meet users’ expectations and requirements, with the final prototype earning a 97 SUS score.