Overview
CSF is a web app for GL-AMMK, an SME loan and leasing company in Myanmar. It covers six modules: Underwriting, Contract Management, Accounts Receivable, Accounts Payable, Collection, and Bank Reconciliation. The development team worked far from the staff in Myanmar, and many of those staff had little computer experience. So the interface had to be simple, and training was part of the job. I worked on it as UX/UI Designer at Group Lease.
Achievement
The number of customers grew by 60%.
Business Goal
CSF gives staff in Myanmar a clear, step-by-step way to collect customer information, even if they rarely use computers.
Opportunity
- Phase 1: Underwriting, Contract Management, and Accounts Receivable
- Phase 2: Accounts Payable and Collection
- Phase 3: Bank Reconciliation
Information Architecture
I started by mapping the service and process flows. Then I used card sorting and Treejack in Optimal Workshop to group the information and test the navigation, using the Collection module as the test case.
Final User Interface
After watching how staff organized customer details and loan applications, I prototyped in Sketch and presented it in InVision for management sign-off.
Training & Implementation
Training slides: download an example
GL-AMMK website
