• Rabobank Racola

Application that matches the workflow to review a loan request

Application that matches the workflow to review a loan request

Application that matches the workflow to review a loan request

Application that matches the workflow to review a loan request

For Rabobank, I designed the internal application Racola for assessing consumer loans. Previously Excel was used, but this proved far from ideal due to error proneness and constantly changing requirements from the bank and AFM.
For Rabobank, I designed the internal application Racola for assessing consumer loans. Previously Excel was used, but this proved far from ideal due to error proneness and constantly changing requirements from the bank and AFM.
For Rabobank, I designed the internal application Racola for assessing consumer loans. Previously Excel was used, but this proved far from ideal due to error proneness and constantly changing requirements from the bank and AFM.
For Rabobank, I designed the internal application Racola for assessing consumer loans. Previously Excel was used, but this proved far from ideal due to error proneness and constantly changing requirements from the bank and AFM.
CHALLENGE

Adopt a new workflow

CHALLENGE

Adopt a new workflow

CHALLENGE

Adopt a new workflow

CHALLENGE

Adopt a new workflow

The transition from Excel to Racola had a huge impact on the employees' workflow. Racola had to fit in with the existing workflow without deviating too much. Moreover, the employees had developed personal wishes and working methods that we had to include in part in the design. It also had to tie in with the Rabo Design System, although at the time this system offered little support for internal applications.

The transition from Excel to Racola had a huge impact on the employees' workflow. Racola had to fit in with the existing workflow without deviating too much. Moreover, the employees had developed personal wishes and working methods that we had to include in part in the design. It also had to tie in with the Rabo Design System, although at the time this system offered little support for internal applications.

The transition from Excel to Racola had a huge impact on the employees' workflow. Racola had to fit in with the existing workflow without deviating too much. Moreover, the employees had developed personal wishes and working methods that we had to include in part in the design. It also had to tie in with the Rabo Design System, although at the time this system offered little support for internal applications.

The transition from Excel to Racola had a huge impact on the employees' workflow. Racola had to fit in with the existing workflow without deviating too much. Moreover, the employees had developed personal wishes and working methods that we had to include in part in the design. It also had to tie in with the Rabo Design System, although at the time this system offered little support for internal applications.

APPROACH

The concept car

Because of time constraints, I chose to design not just a Minimal Viable Product, but the entire application right away. This 'concept car' allowed me to quickly map all possible interactions and work out scenarios. This resulted in a list of design principles that could be applied by the development team without my active involvement.

Getting into the shoes of the employee

To get a good picture of how employees went through the approval process, I spent many hours with them during their work. Through interviews, I quickly gained insight into their working methods and was able to determine where to focus.

From concept to MVP

With the concept of the concept car fully developed, the technical capability could be effortlessly deployed to create the first Minimal Viable Product (MVP) version.

SOLUTION

Trust on the trained eye

The focus was on providing employees with quick overview. Since they had developed a trained eye in Excel, they knew exactly where to find what information. Organizing all information consistently was the basis, with each type of information given a fixed place in the overview, divided into different categories.

Clear overview

The main goal was to provide employees with a streamlined overview, leveraging their Excel expertise to quickly locate specific information.

Modal

To modify, add or delete data, I chose to work with modal windows. This allowed employees to quickly modify needed data, including the use of key combinations.

Visual Cues

Relying on color alone in the interface was not enough, as users who are color-blind, for example, would miss information. Therefore, icons were used in addition to color to display certain messages even more clearly.

LEARNINGS

Keep in touch with your users

To fully understand the work process, it is essential to keep in constant contact with the employees. Being able to work directly with the end users offered me a great advantage. During the process, however, I realized that I needed to constantly keep this validation. The power of the interface is often in the details, which can easily be overlooked in the bigger picture. By constantly retrieving and validating the wishes and requirements of the employees, I was able to create an optimal user experience.

Project details

Client

Hogeschool Utrecht

Year

2021 — 2023

Collaboration

Eight

My role

UX Designer

Skills

UX Design

Visual Design

Prototyping

Tooling

Figma

Sketch

Want to know more?

There is so much more to tell than what is written here. Contact me and I'll talk you all the way through!

Want to know more?

There is so much more to tell than what is written here. Contact me and I'll talk you all the way through!