A System for Issuing Short-Term Loans

UX research

The customer approached us with a list of goals they wanted to achieve with our help. The main one was to simplify and accelerate the process of issuing loans. Andersen's experts carefully elicitated and analyzed the details to ensure that the software would be as user-friendly as possible.

UI system

The primary goal of the project was to simplify and accelerate the current business process. Considering the complexity of the work processes, our specialists envisioned an easy-to-use system with a simple and minimalistic interface, which, nevertheless, contained all the necessary buttons, tabs, and functions.

Colors

Typography

Buttons

Checkboxes and radio buttons

Inputs

Dropdowns

Infographic

Log in and register

The software was only meant for internal use with limited access. Therefore, for security reasons, the user account creation process is managed fully via the admin panel.

Dashboard

When the system is launched, the user sees a dashboard with all the necessary tags, graphics, and information needed for a quick start of work. The dashboard allows each team member to see their progress and the progress of the whole team on processing and approving applications.

Task manager

The more detailed statistics on the current progress is available on the task manager page. The list of applications and related tasks can be filtered by such criteria as date of creation, status, assignee, etc. so that team members can quickly prioritize the tasks and chose what to work on next.

Task

Having clicked on a task, the user can see its full information: type, status, the description of what seems to be the problem in the application the task is related to. There are also some additional features aimed at simplifying the work of the team, such as a reminder to connect with an applicant or comment on the problem directly on the task page.

Financial calculator

Another accelerator of the team’s work is a financial calculator. The user sets up the necessary parameters, and the calculator automatically displays the amounts of installments, interest, total payment, etc.

Payment schedule

The schedule of credit reimbursement: dates and amounts of payments, interest rate, and other credit information. The payment schedule is formed automatically based on the figures obtained from the financial calculator.

Project results

• Andersen's team has developed a modern, user-friendly, and highly versatile business IT solution. The implemented features – including task manager, financial calculator, and payment scheduler – have significantly improved the customer's overall operational performance.
• As an result of our contribution to this project, operational performance has increased by 35%.

Customer review