Increase spend awareness

Context

Sr. UX/UI Designer partnering with a UX researcher, designers, and engineers on a Fintech platform serving corporate expense management.

Problem

Admins lacked a complete view of their corporate expenses because third-party card data wasn't integrated into the platform. Admins were forced to leave the main product to understand which tasks needed their attention first.

Options Considered

Surface third-party data on top using sidedrawer. The alternative was to integrate expense data into the existing Banking tasks.

Trade-offs

Redirecting admins to a third-party site to complete expense tasks was an accepted limitation of this milestone, prioritizing data visibility over full workflow consolidation.

Outcome

Delivered a responsive UI integrating corporate card spend data into the platform, validated through an interactive Figma prototype with responsive breakpoints.

What I'd do next:

Discover whether admin pain points around expense reconciliation have meaningfully decreased.