9 Spokes ‣ BNZ MyBusinessLive: Platform redesign to support white-labelling

Context

This case study looks at my first major piece of design work at 9 Spokes. The work was done as a part of our partnership with BNZ, and the objective was to re-design our existing platform so it could be easily white-labelled as a new product called BNZ MyBusinessLive.

I worked closely with the design lead in redesigning the platform to make it easily configurable for different brands while addressing user interaction issues. The output was over 50+ screens and a fully theme-able design library.

Context

This case study looks at my first major piece of design work at 9 Spokes. The work was done as a part of our partnership with BNZ, and the objective was to re-design our existing platform so it could be easily white-labelled as a new product called BNZ MyBusinessLive.

I worked closely with the design lead in redesigning the platform to make it easily configurable for different brands while addressing user interaction issues. The output was over 50+ screens and a fully theme-able design library.

Client

9 Spokes↗ + BNZ↗
MyBusinessLive

Client

9 Spokes↗ + BNZ↗
MyBusinessLive

Role

UX Designer

Role

UX Designer

Duration

Jan 2018 - Aug 2018

Duration

Jan 2018 - Aug 2018

Yellow Flower
Yellow Flower

Overview

Business context

The 9 Spokes platform is a cloud-based insights platform that banks subscribe to, brand and serve up to their SMB client base - for customers is a free data Dashboard that connects to their favourite business apps.



The Dashboard is made up Tiles which can be added and removed based on your needs - The tiles are designed to show actionable insights from a variety of commonly used apps including; Xero, Quickbooks, GA, MYOB, Vend, Shopify, and many more. These insights are shown as charts, tables, and carefully selected metrics.

The Challenge

At the time, we'd recently engaged in a partnership with Bank of New Zealand (BNZ). This presented a great opportunity to evolve our product. We were tasked with creating a new product called BNZ MyBusinessLive, essentially an re-branded version of the 9 Spokes platform. This project pushed us beyond a simple re-skin, requiring us to develop a unique scalable system that could support not only this partnership but future collaborations as well.

Project objectives:
  1. Develop a flexible white-labeling design system

  2. Ensure seamless integration with BNZ's brand identity

  3. Adaptable for future partnerships

  4. Maintain the core functionality and user experience of the 9 Spokes platform


Output

Solutions

In collaboration with the design lead, we delivered the following:

  • Designs for 50+ screens across 4 different breakpoints including propriety mobile screens and components

  • Developed a highly adaptable interface design, easily configurable for BNZ's brand and scalable for future brand implementations in both design and dev.

  • Resolved critical usability issues across key areas, including the dashboard, app overview pages, tiles, app marketplace, and onboarding process.

  • A unified and theme-able component and tile library, establishing a comprehensive design system to serve as a single source of truth. This addressed the previous lack of cohesive design files and inconsistent component documentation.

  • Conceptualised and designed new region-specific tiles for applications tailored to the New Zealand and Australian markets, expanding the product's functionality and reach.


Theming experiment

Initial design test for theming the interface where we just reskinned the existing UI



and theming for new local tiles.



We weren't happy with the result, and neither was the brand team. Components were scaling weirdly and the existing interface didn't suit BNZ's lighter interface.

So we went back to the drawing board and opted to overhaul the design.

Design overhaul

Dashboard

This is the main platform page where all a user's app tiles appear - Tiles can be added/ removed and organised to meet the users needs.

When we designed the tile graphics we had to be mindful of creating charts that aligned with each- other visually, that reused sub-components, while also being easily configurable to different brands.

We also made the tile grid 3 columns wide to accomodate larger tiles.


Marketplace Desktop Page

Users can browse all partnered apps available to connect to MyBusinessLive.



App Overview Desktop Page

Overview of a partnered app and what tiles can be powered by it.


Design library and style-guide

I took full ownership of setting up a fully configurable design library in Sketch, ensuring consistency in components, styles and layout.

Additionally, I set up the developer handoff workflow and style-guides utilising DSM + Zeplin.

Things that didn't make the MVP cut

Universal Date Picker



Notifications



Additional (not UX) work

App guide

I worked with our copywriter in creating a guide to business apps. This required dusting off the in-design skills - but was important for us in communicating product value to potential customers.




Product guide video

Created product guide videos in AfterEffects




Animations for social channels

Created animations for our social channels.


Thanks for reading, check out some of my other work below.