Copay System
Simple Banking Rewarding System
Client
Copay Bank
Services
Visual Design UI & UX Design
My Role
Banking
Date
January 2023
04 - WORKFLOW DESIGN
Designing the automation loop end-to-end
The core design challenge was mapping and then encoding the full task lifecycle as an automated workflow — replacing every manual handoff with a designed interaction. Each stage of the loop needed to feel effortless for the person at that node, while reliably passing structured data to the next.
Final Product
- Added visible loading indicators when submitting requests or applying filters, giving users clear feedback that their actions were being processed.
- Set key form defaults (such as commonly used categories or departments) to streamline frequent tasks and reduce repetitive input.
- Refined button and menu labels to provide more specific action cues, further reducing ambiguity. Updated interactions so that filter and search menus would close automatically once a selection was made, creating a smoother, more seamless experience.
“Completing a request was much quicker this time, I knew exactly what to do, and I didn’t have to guess what the next step was. The process feels a lot more intuitive and less frustrating.”
These final refinements helped ensure the portal not only addressed previous pain points but also delivered a user experience that felt easy, efficient, and fit for purpose.
Wireframing
Early wireframes exploring user flows, touchpoints, and data collection opportunities.
Synthesising data
Organising 600+ insights into actionable themes to guide feature prioritisation.
Scalable Design
Core components built for consistency, scalability, and rapid event customisation.
