Lending Insights
Skills
Platform Redesign, UX Testing/Interviewing, Project Management
Timeline
Aug - Dec 2025
Class
Experience Studio Four
Project Overview
Lending Insights is Allied Solutions business intelligence platform designed to give financial institutions (primarily credit unions) powerful tools for understanding and managing their lending operations.
Our goals are centered around Reimagining the legacy reporting experience into a modern AI-enhanced system, empowering users to build/customize reports independently.
Process
Design Impact
To validate the impact of our redesign and Jason’s new experience, we conducted task-based usability tests comparing the legacy system with our redesigned version. Four business students completed identical reporting tasks in both systems, revealing substantial improvements. On average, users completed tasks 62.8% faster, reflecting how streamlining navigation, clarifying terminology, and structuring the reporting flow made the workflow much clearer. Additionally, users required 40.6% fewer clicks to achieve the same outcomes. These results demonstrate that our redesign significantly reduced cognitive load, creating a reporting process that is more direct, predictable, and efficient.
My Role
For our final presentation, I led the narrative and storytelling, responding to feedback from our midterm that the context around our user and scenario was unclear. I created the primary user persona and scenario, then designed a role-play walkthrough to bring the user journey and pain points to life. I opened the presentation by setting the scene, introduced the persona, and guided the audience through the story. Additionally, I supported research synthesis and UI/UX recommendations, and took on a facilitation role—responding to questions in real time and clarifying our design decisions. This experience strengthened my ability to communicate complex ideas, advocate for the user, and present work in a compelling, human-centered way.
Click the links below to view the full details of the project!
Personal Reflection
Working on the project this semester was a huge learning experience for me, both as a designer and as a leader. From the start, having interned for Allied Solutions this past summer, I stepped into more of a leadership role than I had in past projects, and it really pushed me to grow. I was involved across almost every part of the project, in terms of decision-making, communication, and designing, this allowed me to gain more experience leading a team.
This project gave me a better understanding of how to manage a real-world redesign process from start to finish. I also grew more confident in presenting our work and connecting design choices back to research and testing insights. Overall, the project really helped me see how much I’ve developed this semester in how I approach collaboration, leadership, and user-centered design. I really really enjoyed this project and I have so much to take away from it! Overall, I’m really proud of what we accomplished, and as my last Experience Studio, this project has definitely been one of the most rewarding experiences! It is always a pleasure to work with Allied Solutions, and I am pleased to include this project as a part of my portfolio.
