Client Overview
The Enota platform offers a comprehensive suite of financial tools tailored for different user groups, including customers, business administrators, and system admins. With features for managing transactions, generating reports, and overseeing business profiles, Enota sought to streamline its multi-platform services for enhanced usability and seamless financial management.

The Journey to Success

Phase 1: Identifying Challenges (Months 1-2)
Enota’s team aimed to revamp its platform to improve user experience across its customer app, business-focused interface, and admin dashboard. Key challenges included:

• Complex Onboarding: The sign-up and KYC processes were not user-friendly, causing onboarding delays.
• Transaction Management: Users had trouble accessing and managing debit-credit details efficiently.
• Data Visualization: The admin and customer interfaces struggled with presenting transaction and report data in an intuitive manner.
• Multi-Platform Cohesion: Ensuring consistency and smooth interaction between customer, business, and admin portals was challenging.
• Profile and Store Management: Editing business details and managing customer profiles needed a more intuitive layout.

Key Insight: Enota required a unified, user-centric approach that prioritized ease of navigation, comprehensive transaction tools, and enhanced data visualization.

Phase 2: Designing the Solution (Months 3-6)
We partnered with the Enota team to design an optimized interface across its various platforms, focusing on core user needs and smooth interaction.

Key Features Built:

• Intuitive Onboarding and KYC Integration: Redesigned the sign-up and verification screens to create a step-by-step onboarding flow that streamlined new user entry.
• Advanced Transaction Management: Developed detailed transaction views and improved debit-credit functionalities for both customers and admins.
• Interactive Dashboard for Admins: Enhanced the admin panel with a clear dashboard, transaction summaries, and user management tools.
• Consistent Multi-Platform Experience: Unified design elements across customer, business, and admin interfaces for a cohesive experience.
• Profile and Store Editing Tools: Simplified profile updates and business detail editing to enhance user control and customization.

Tech Stack:

• Prototyping and Collaboration: Utilized InVision for prototyping and iterative feedback.
• Front-End Development: Implemented responsive frameworks to ensure seamless interaction across devices.
• Backend Support: Strengthened data integration for real-time transaction updates and report generation.

Phase 3: Development and Implementation (Months 7-9)
Developed and integrated comprehensive features that included:

• Onboarding with intuitive KYC screens and mobile OTP validation.
• Enhanced transaction management tools and report filters for detailed insights.
• An admin dashboard with simplified navigation and data access controls.

Phase 4: User Testing and Final Rollout (Months 10-12)
Conducted thorough user testing to validate the newly integrated features:

• Collected feedback on onboarding, transaction flows, and admin dashboard usability.
• Made final adjustments to improve data clarity and navigation paths.
• Rolled out the updated Enota platform with support for ongoing updates and monitoring.

Results and Impact

Quantitative Results:

• 45% Faster Onboarding Process: Simplified sign-up screens and mobile verification reduced user entry time.
• 35% Increase in Transaction Efficiency: Improved debit-credit management tools enhanced user productivity.
• 30% Higher Admin Engagement: The interactive dashboard led to better data tracking and management.
• 25% Reduction in User Queries: Intuitive UI changes reduced the need for user support.

Qualitative Results:

• Users praised the platform’s clean and coherent design, making financial management easier.
• Business administrators highlighted the enhanced report and store management features as key improvements.

Why Choose Us for Multi-Platform Solutions?

• Comprehensive User-Centric Design: We prioritize the needs of various user types to deliver intuitive, streamlined experiences.
• Expertise in Financial Tools: Our experience ensures your platform is both functional and user-friendly.
• End-to-End Support: From design to post-launch feedback, we help your platform evolve with user needs.

Interested in upgrading your platform? Contact us for tailored solutions that bridge user experience and business needs.

Testimonial from an Enota User