SEI Veridium

Brand Development | 2020

This project was challenging but immensely rewarding—it was my deepest dive yet into UI design, and our biggest freelance client to date.

SEI had developed a finance tracking web app over the last few years, but without much thought into UI & UX. Things were a bit messy, with nested tables within nested tables, no mobile-adaptive view, and no proper navigation or design consistency. The ask was to clean all this up, to propose an entirely new UI & UX, cleaned up navigation, design, and to make it desktop and mobile friendly.

To create the best experience possible for both mobile and desktop users, we developed a series of cards with multiple functions. On desktop, the cards would slide in from the right to serve as a place for settings and additional options. These cards would become full-screen on mobile, keeping the same functionality but requiring some additional mobile-only navigation in the header.

The information on the desktop charts was simplified to fit on a mobile screen, and any additional information was placed on a secondary card screen. This allowed users to skim and drill down into specifics as needed on both screen sizes.

We had to account for a variety of current features, including in-app messaging, an expense/bills approvals process, document organization and uploading, and various charts and viewing tables.