Improving the process of bulk removal of card readers by decreasing processing time and reducing likelihood of errors.
Research
Hi - fidelity UI
Accesibility
User Testing
My role
User Research, Wireframing & Visual Design.
Platform
Desktop, Mobile Responsive.
Category
Finance, SAAS
Duration
4 months
Background
Dream was committed to simplifying payment processing for local merchants through robust solutions including mobile apps, web apps, and payment terminal devices managed by Trust Dominion Bank (TD). When I joined as a UX Designer, I focused on improving efficiency for TD operators and enhancing mobile app accessibility.
Project scope
Every month, TD operators faced the tedious task of individually deactivating batches of up to 150 payment terminal devices. Operators scanned each device serial number separately and manually logged the data. This process was cumbersome, error-prone, and time-consuming.
Research insights
Through interviews and user testing, we identified critical areas for improvement:
Operators needed a quick, error-resistant way to handle bulk deletions.
Users required clear confirmation and feedback after completing actions.
We needed safeguards against accidental bulk deletions.
User flow for the bulk removal process.
Solution
We designed a streamlined interface that allowed operators to batch-process up to 150 serial numbers directly from a simple copy-paste input. The new process included:
Immediate input validation to catch errors (e.g., missing, excessive, or invalid serial numbers).
A two-step confirmation process to prevent accidental deletions.
Automatic email confirmations to operators and TD admins, detailing actions taken, status, timestamps, and serial numbers.
First Iteration :- User performs bulk removal.
Handling Input Validation
Handling Input Validation
Handling Input Validation
Handling Input Validation
COnclusion
The redesigned bulk removal feature drastically reduced processing time and eliminated common errors. User feedback highlighted the clarity and ease of use, greatly improving overall satisfaction. The project's success underscored the value of iterative testing and proactive error handling, principles we continue to apply in future design initiatives.
