The Token Dashboard is a self-service onboarding and account management tool designed for developers, merchants, and banks. The tool is feature-rich allowing for rapid development, as well as the ability to manage and monitor accounts, view transaction activities, and view the health of their service.
Working with the Head of Design at Token, we were tasked with designing the Token Dashboard from the ground-up as client onboarding became a focus of the company. Together we collected data from interviewing the product team, and identified the most viable product based on our research and set requirements. From there we set out to wireframe the user journey from onboarding, sandbox, and going live to production. The user experience always came first, regardless of the scope of the project as it grew in scale.
Among the many challenges that arose out of the project, the largest was identifying the type of user that was signing up, if they needed to use Token’s FCA license or if they had their own license (either PISP or AISP license). Depending on the user's license, they would either have access to all of the Token connected banks or only the ones their license allowed per country. This also made the onboarding experience challenging as it meant we had to collect the required information upfront before the user could access to the sandbox or go to production.
My role included:
• Interviews/working sessions with the product team
• Identifying requirements
• Wireframes
• Visual design
• Continued UI/UX updates as new features were added
Token Dashboard is currently in Beta.
