JPMorgan Chase & Co.: Overview Dashboard
Problem
When users securely sign into their personal bank account online through their desktop or mobile browser, they are brought to their Overview Dashboard (OVD), where they can see all of their accounts and balances, and recent transaction activity in a table at the bottom of the page. From there, a user is able to locate their in-depth account information and transactions through the slide-in component - a screen overlay emerging from the right. Rounds of research suggested that users’ largest obstacle was their inability to sort through their finances effectively and quickly, because all of their information was crammed into this slide-in, rather than individual pages, which could house the information properly.
Time
Aug 2021 - Mar 2023
Design Goal
Our team got together with multiple scrum teams, product owners, and business analysts to define our objective. This project, known as Account Uplift, would become known as the first project at Chase to migrate everything in production today using the current framework, known as Blue UI, to a new framework, called Octagon. From here, we would add two new pages with unique layouts using our own design system’s components to enhance the experience of 1. a user viewing their summarized account information, and 2. a completely separate Transactions page. With this new implementation, there was a balance between the “do no harm” principle while also trying to make improvements to the overall layout.
Mockups
Given the complexity of this project, I would regularly meet with 4 separate scrum teams and accessibility advisors to stay on track. We had design discoveries, IPBRs, and desk checks to ensure the designs stay on track. We also had four additional rounds of research to prove our designs were resonating with users, and that they could locate their transactions smoothly and perform necessary tasks.
Live screenshots of the OVD, Account Summary page, and Transactions page (XL + XS):
Challenges: New framework / Leveraging new design system
Mockups of the OVD, Account Summary page, and Transactions page (XL + XS):
Prototypes for a User Research Round:
Greenlines for DDA Screens:
Conclusion
The Secure Web team successfully piloted the OVD migration to Octagon for nearly 3,000 employees on January 19th, 2023. Before my departure to the NHL, we planned on gathering feedback and identifying any critical issues that need to be resolved before moving forward with external experimentation and rollout, targeted in April-July of 2023.