Mahindra Finance Dealer
Building a dashboard for Mahindra’s financial dealers
Information regarding trade advance, inventory funding, and vehicle loans now a tap away, with an easily accessible dashboard.
A subsidiary of the Mahindra group, Mahindra Finance is a leading non-banking financial company (NBFC). The platform provided vehicle dealers with a system to track and manage their vehicle stocks and get loans too. This system was scattered across different platforms, making it a challenging task to view.
Our target was to streamline this process by providing a solution that reduced the manual work to a great extent. And so we did, with design thinking, user research, and fruitful brainstorming sessions, particularly tailored for the fintech industry.
Challenge
The one challenge to resolve throughout the system was clarity, in understanding approval process stages and the key components. Tasks like tallying, delivery order issuing, and indent raising were too high-effort, demanding extensive manual labor.
Industry
FinTechServices
UI UX design Data design UX researchCreative Quotient
Design lead UI UX designers UX researcher
Our approach
During this collaboration, we focused on designing a product that is simple, intuitive, and innovative. And throughout the design, our approach was to curate an experience that is convenient and familiar to the users. This was made possible by making the experience similar to their offline system of completing tasks, to retain previous learnings and make way for new ones.
The Lemonade Process
Adding a fin-e zest to the process
- Research
- UX research
- Data analysis
- Plan
- User flows
- Action strategy
- Explore
- Sketches
- Wireframes
- Create
- UI UX design
- Design system
- Delight
- Prototypes
- Micro-interactions
- Analyze
- Quality analysis
Understanding the users
These are the users who have been dealers with Mahindra Finance pre-redesign too. They needed to be onboarded on the new platform with a smooth transition and a minimal learning curve.
This category of users are completely new to the app and this newly designed experience. This point marks the beginning of their journey with Mahindra Finance, which we aimed to make memorable.
Understood the users by mapping their journeys and simplified the
process.
And with an easily accessible dashboard, the app has majorly enhanced the experience for the Dealers.
Minimum clarity in understanding the loan approval process stages. Lot of manual labor. Cluttered dashboard.
On-the-go mobile access to dealers. Regular updates on raising, tracking, and managing loans. Decluttered dashboard with clearer insights.
Mahindra’s finsights
This collaboration became a complete success among the users. Here are some highlights:
The result
The transition from an extensive offline process to one that is online, on an easily available mobile app, was a journey full of new learnings. Watching the app thrive in the targeted user groups, while inviting and helping new explorers, is a delight to witness! 🎉