Nucleus is a comprehensive desktop application designed to streamline financial and loan application management for businesses. With an intuitive interface, it allows employees to efficiently handle various customer service tasks, from monitoring alerts and managing loans to filtering data based on specific parameters. Nucleus integrates seamlessly with other essential tools like DC Lookup, Rally Integration, and User Credential apps, offering a centralized solution for handling customer data. Its primary focus on customer service ensures that all customer information is easily accessible and manageable, making it a powerful tool for optimizing financial operations.
Managing financial data and loan applications efficiently can be challenging, especially with multiple tools and fragmented processes. Employees often struggle with accessing customer information quickly, leading to delays in service and errors in data handling.
I redesigned the Nucleus interface from the ground up, prioritizing usability and clarity. Key improvements included streamlined navigation, contextual filtering, modular data views, and smart alerts, allowing employees to quickly locate relevant information without unnecessary steps. I applied a consistent design language across modules to enhance learnability and reduce cognitive load.
The identity of Nucleus revolves around the concept of connection, integration, and core functionality—much like the atomic nucleus that holds everything together. The brand's logo visually reflects this idea with its clean, modern design that suggests both stability and dynamism.
The Nucleus logo features a rounded, futuristic typeface with soft edges, symbolizing the platform’s user-friendly approach to complex data management. The orange and blue dots embedded in the letter "n" and elsewhere suggest centralization and interconnectedness, much like the interactions in an atom’s core.
Our research approach combined qualitative and quantitative methods to deeply understand employee needs. I conducted in person interviews and distributed targeted surveys to gather direct insights from users across departments. These sessions revealed frustrations with navigation, lack of data visibility, and inconsistent workflows.
In parallel, I used Useberry to test interactive prototypes and analyze behavior patterns like click paths, drop off rates, and completion times. This allowed us to validate design decisions early and iterate with confidence. The combination of real time feedback and analytics shaped a user-centric product direction grounded in practical, everyday use.
The redesign significantly reduced time on task for employees handling customer data. Early usability testing showed a 35% increase in task efficiency and a marked decrease in navigation errors. Employees reported that the system felt “cleaner, faster, and more logical,” and support teams experienced fewer training issues with new hires.
Working within our existing design system in Figma, I designed intuitive, task focused interfaces that aligned with our established visual language. While the core system was already in place, I extended it by creating additional components and layout variations to support the specific needs of Nucleus. These included new data modules, alert styles, and filtering elements tailored for internal workflows.
To bring these designs to life I used ProtoPie to build interactive prototypes that simulated real use cases, enabling stakeholders to experience the updated flow in context. This approach helped gather meaningful feedback early in the process and ensured a smooth handoff to developers.
• Figma - for design systems, interface layouts, and collaborative prototyping
• ProtoPie - for building realistic, interactive prototypes
• Useberry - for user testing and flow validation
• Google Surveys - for collecting user insights
View PDF document >>In the Nucleus app, users can easily toggle between light and dark modes directly from the sidebar on the dashboard. This quick-access feature allows them to personalize their experience based on their preference or work environment, without needing to navigate through settings.
In the Customer Service Management (CSM) section of the Nucleus app, users have the flexibility to customize their view by checking boxes that filter the information they wish to see. This allows them to compare specific details, such as customer IDs, application statuses, or other relevant data, all within a streamlined interface. The CSM flow ensures that users can access and compare only the most relevant customer information for more efficient decision-making.