RapidPay

Solution for managing virtual credit cards within the company.

Problem

Managing virtual credit cards within the company was becoming cumbersome and inefficient. The existing system lacked a cohesive structure, making it challenging for users to track expenses, set spending limits, and oversee card usage across departments. This complexity led to errors, time delays, and a lack of real-time insights into financial data, limiting the system’s effectiveness.

Solution

I redesigned RapidPay with a focus on streamlining virtual card management and enhancing user experience. The new design includes a clean, intuitive dashboard that centralizes all key functions—such as creating, tracking, and managing virtual cards—within a single interface. Users can set spending limits, monitor transactions in real-time, and analyze expenses through visual insights, promoting better decision-making and financial control. This redesign simplifies workflows, reduces errors, and increases transparency, supporting the company’s financial goals.

Home Page

Admin Views

User Views

Redesign Process

RapidPay is an established internal system used for managing virtual credit cards within the company. This redesign project not only updated the interface but also introduced a new feature: an approval system allowing employees to request virtual credit cards. The goal was to streamline the user experience, improve usability, and align the system’s functionality with user needs.

Homepage

Given that RapidPay is an internal tool, the homepage was simplified to focus solely on functional elements, eliminating unnecessary marketing visuals. This streamlined approach directs user attention to essential actions—logging in and recovering passwords—enhancing accessibility and reducing cognitive load for employees.

The Menu

The main navigation was structured into three core sections: Dashboard, Management, and Profile. This layout provides clarity and ease of access. Role-based access control was also implemented, ensuring that users only see options relevant to their permissions, minimizing confusion and enhancing security within the system.

Dashboard

The redesigned dashboard emphasizes current month metrics and uses intuitive visual elements to guide users through key actions. This design approach reduces the risk of errors by presenting information in a clear, organized way, crucial in a financial management tool where accuracy is paramount. Illustrations and tooltips provide additional support, ensuring users can navigate complex features with confidence.

Summary Screens

To create a consistent user experience, all summary screens were redesigned using a standardized table component, complete with ordering and filtering options. This unified design enhances usability by ensuring familiarity across the interface. Additionally, the statement summary and transaction screens were merged, streamlining navigation and reducing redundancy for a more efficient workflow.

New Card Screen

The new card screen was revamped to enhance ease of use and reduce errors. Users can now select a card theme, aiding in quick visual identification. A live preview feature reflects updates instantly, enabling users to verify details in real-time. The layout was optimized to fit all critical information on a single screen, eliminating the need for scrolling and minimizing the risk of overlooked details.

"Danger Zones"

To safeguard against accidental actions, specific areas within the system—such as Card Management (Delete and Freeze Card) and User Management (Delete User)—were identified as 'danger zones.' Confirmation modals were added to each of these critical actions, requiring user verification before proceeding. This additional layer of security reduces the risk of unintentional deletions or freezes, helping to maintain system integrity and user trust.

Theming

To maintain visual consistency and enhance usability, all controls were redesigned with a unified sizing and color scheme. This theming standard improves readability, creates a cohesive look across the platform, and reinforces brand identity. The consistent visual language helps users navigate the system with ease and familiarity.