Credit App Discovery & Redesign

This client sought to improve an enterprise credit application to create efficiencies for credit analysts by: 

• Reducing time and effort required to access necessary information

• Improve training for new hires with intuitive features 

In addition, the client needed design skills and cloud experience to modernize and create a polished, easy-to-use, enterprise-grade credit application.

Using a strike team to expedite the discovery, Trility conducted stakeholder and end user interviews to understand the user pain points. The initial research determined what features and capabilities were desired and why they were important. 

By building wireframes, mockups, and diagrams, Trility_ validated _the flow, look, and performance to add user value and align with stakeholder expectations. 

To make informed decisions throughout the engagement and beyond, Trility:

• Held weekly iteration reviews with all team members and stakeholders.

• Designed screens and workflows to collect user feedback in real time.

By using a modern and updated design with streamlined workflow for day-to-day operations, the credit department is able to more easily onboard and train new analysts to their department, reduce the number of steps and screens inside the app to make a critical credit decision, and improve the overall workflow efficiency of the department.