Untangling the transaction path in a B2B panel
A data-heavy B2B panel with a complex transaction process. I worked on ordering the structure, information priorities and user actions, to turn scattered screens into a predictable, status-driven flow.
- Overloaded screens and weak information hierarchy
- Inconsistent UI patterns across modules
- Navigation that required prior system knowledge
- Negotiations, documents and settlements scattered across different places
- One place to search, filter and make decisions
- The basket as the center of the transaction process
- Statuses guiding the user through each step
- Negotiations, documents and settlements embedded in campaign context