Client Dashboard- Before

Dashboard – Before

Overall Problem
  • Nearly all Participants thought the dev dash was difficult to use and navigate:
  • It seems “confusing”, “unintuitive”, “not easy to follow” and generally not user friendly”
  • Many noted that”important functions are not easy to find” upon logging in, meaning they are spending a lot of time trying to figure out how to use dashboard.
  • It is difficult for infrequent user to know what functions they can and cannot do on the dashboard
  • Some functions don’t work as advertised. (i.e. the never log me out button, batch transaction)
  • Poor labeling and unclear language is pervasive throughout the entire dashboard.

Dashboard_Reserch/User Story

Dashboard- After

Overall Goal:

  • Give users more functionality and power to do things on their own
  • Reduce the number of help tickets and slack messages we receive
  • Make the experience more intuitive and easier to use
Client Dashboard – After

Create Transaction- Before

Create Transaction – Before

Pain point
  • The flow is long and confusing
  • Hard to know who covering the transaction fees
  • Hard to know what the fee will be

Create Transaction- After

Create Transaction- After

Dashboard: User detail- Before

Dashboard_User Detail- Before
Pain point
  • Hard to know user’s node until scroll all the way down.
  • Hard to know what KYC is missing, and not how to take action and resolve the issue.
  • Sometimes a document is verified but not necessary for the platform’s KYC requirements, so the green and red circles can be confusing.
  • Hard to know what kinds of documents are not verified and why.

Dashboard: User detail- User information

User Detail: Basic info/Documents

Dashboard: User detail- Transaction information

Client Dashboard: User detail – Node/Transaction

Analytics- Before

Analytics – Before
Pain point
  • API request call times
  • Balances on node
  • Transaction volume ( especially long term instead of 30days)
  • Verified/ Unverified users
  • Want to be able to export data

Analytics- After

Analytics – After

New Client Onboarding

Pain Point:
  • Too much of phone call PA+ Client
  • Cannot delete, add or edit documents
  • Hard to know what is next

New Client Onboarding

Overall Goal:
  • Give users more functionality and power to do things on their own
  • Reduce the number of help tickets and slack messages we receive
  • Make the experience more intuitive and easy to use
New Client Onboarding

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