Project
001
State Bank of India
An internal sales tracking dashboard for bank employees
During my internship at HumanX as a UX Design Intern, I had the opportunity to work with the State Bank of India (SBI)—the largest bank in the country. It was a valuable learning experience in navigating the intersection of business goals, technology constraints, and user-centered design, while collaborating with cross-functional teams.
Although fintech was a new domain for me, I embraced the challenge, which helped me grow both as a designer and in my understanding of personal finance. The project followed a 1.5-month agile sprint, culminating in a functional Minimum Viable Product (MVP). While most of the work is under NDA, this case study focuses on the areas I directly contributed to. The MVP continued to evolve beyond my involvement, but I did not have access to later stages.
Details
002
Role
UX Design Intern
Timeline
1.5 Months
Collaborators
Ishita Kohli, Mehak Disoja (HumanX)
Tools
Figma
Jitter
Overview
003
Problem
Stakeholders wanted a complete overhaul of their employee-facing app, SBI Mitra, starting with the sales tracking feature. The app supports SBI employees in managing clients' Mutual Fund accounts and staying connected with both clients and the internal team. Sales tracking was previously handled via Excel and Google Sheets, since the existing 'Business' section in the app was ineffective.
Outcome
With limited access to current screens, we relied heavily on stakeholder inputs and were asked to redesign from scratch. We prioritized key pain points and built an MVP to address the most critical needs. The result was a more intuitive, structured, and flexible design that improved usability and aligned better with users’ workflows.
Setting Expectations
004
What is this project and what to expect
With limited access to current screens, we relied heavily on stakeholder inputs and were asked to redesign from scratch. We prioritized key pain points and built an MVP for the Darpan (employee sales tracking) section of the parent app (SBI Mitra) to address the most critical needs. The result was a more intuitive, structured, and flexible design that improved usability and aligned better with users’ workflows.
01
First Professional UX Project
My first real-world UX project, bridging the gap between passion projects and professional expectations—aligning business, tech, and design while collaborating with peers, clients and stakeholders.
02
Testing new waters
Fintech was unfamiliar territory, but I embraced the challenge to grow, especially given the scale of the client.
03
Design Sprint for MVP
1.5-month agile sprint to deliver a functional MVP.
Approach
005
Project Timeline
Why the mobile-first approach?
On-the-Go Accessibility for Sales Teams
Push Notifications for Real-Time Updates
Faster and More Convenient Data Entry
Solution
007
Final Design & Solution
The final solution centered on rethinking several key factors. Our team helped shape the digital experience, leading to impactful shifts in approach and strategy.
From Pain points to user Needs
Excessive Data
Digestible bits
Lack of Control
Flexibility and Control
Poor Navigation
Structured Flow
Difficultly Coordination
Optimized Communication
The Information Architecture
The data was extensive, highly complex, and layered in terms of information access. To manage this effectively, it was crucial to begin with information architecture (IA).
Common Elements Across All Dashboards:
Key Metrics & Filters
Business Alerts, Market News, Knowledge Centre
Export/Share functionality
Role Specific Views:
Views of all metrics of the employees working below them
Feature 001
Structured Flow
Since cascading visibility from Zonal Head to Relationship Manager followed a systematic format, each section was structured consistently, starting with a quick overview in the ‘At a Glance’ section, followed by metrics specific to each hierarchy level, and concluding with a ‘Digital Assets and Insights’ section.
Given the cascading visibility model, users can access data for roles below them—for example, a Zonal Head viewing Regional Head data. They can navigate to the relevant section on their own dashboard, click ‘View All’, and select the desired jurisdiction. This redirects them to the dashboard of the corresponding hierarchy level.
To maintain clarity and orientation, a banner indicating the current hierarchical level is displayed on each dashboard, helping users understand their position within the application. This interaction pattern is consistently applied across all levels.
Feature 002
Digestible data
Each section follows a consistent layout, with primary information placed at the top and secondary details positioned below. This structure is maintained across all sections—whether it's an overview or a specific metric section at any level.
Each metrics section is designed with a consistent format, highlighting only the most essential information—specifically, the top and bottom 3 performers at that level. If users wish to explore more detailed data, they can click the ‘View All’ button to access the complete list of areas or individuals within their jurisdiction.
Feature 003
Flexibility and Control
Filters are introduced at multiple levels to reduce cognitive load, provide flexibility, and offer improved control over the data users are viewing. This includes filters at the main page level to adjust the time duration—such as comparing yearly vs quarterly data. Additionally, within each section, users can filter the data to focus on specific metrics that are most relevant to them.
On the detail pages, users can filter data based on the specific metrics they wish to track. Given the constraints of the small mobile interface, we also introduced features like sort and reorder, offering users greater flexibility in how they view the metrics within the hierarchy.
Feature 004
Optimizing Communication
We also introduced features that allow users to share metric data both internally and externally, through options like save, print, download, share, or save as an in-app report.
Another feature we introduced is the ability for users to share comments within the application itself, reducing reliance on external tools. This creates a centralized, formal platform for all metric tracking, eliminating the need for platforms like WhatsApp or Slack, which users often rely on but may miss important information or messages.
Graphic Design
008
Logo Design & Splash Screen Animation
The project also involved redesigning the logo for the Darpan (Employee Sales Tracking) section of the parent application, SBI Mitra. This task was undertaken in alignment with the existing brand guidelines and Design System Language (DSL). The logo design process aimed to visually communicate the company's objective of metric tracking by bringing together diverse data points to enable comparison, generate insights, and drive growth.
The Final Logo
The design adhered closely to the organization’s established typography, color palette, and graphic language, seeking the ideal balance to convey the intended message. The final logo features bold typography, inspiring colors, and graphic elements that symbolize a seamless integration of components, as well as themes of growth and progress. It functions as a strong visual representation of the company’s identity and values, fostering recognition and trust among SBI employees.
The Final Splash Screen
These same principles were extended to the design of the splash screen animation, ensuring a cohesive and consistent brand experience across touchpoints.
Iteration 01
Iteration 02
Iteration 03
Scope
009
Future Project Direction
Following the delivery of the MVP, I concluded my internship to pursue a Master’s in Human-Computer Interaction. The work I contributed laid the groundwork for the project to progress toward a fully-featured, robust solution.
While I do not have access to the screens or materials from the later stages due to NDA constraints, I was part of the early strategic discussions around next steps and continue to stay in touch with peers who remained involved in the project.
01
Expanded Data Visualizations.
Further enhancing the dashboard with more advanced data visualizations and analytics based on user feedback and usage patterns through usability tests and competitor analysis.
02
Integration of New Features
Integrating additional features, such as more granular filtering, customized reporting, or predictive analytics, to provide even greater insights to users.
03
Performance Enhancements
Given the large data sets, collaborating with developers and other stakeholders involved to ensure smooth performance as more users and data are added.
04
Scalability to Main SBI Mitra App
Ensuring the Darpan design and components could be seamlessly scaled and integrated into the broader SBI Mitra ecosystem, maintaining consistency and a unified user experience across modules.
