Product Strategy & UX Architecture
End-to-End UI/UX Design
Dashboard Layout & Visual Data Representation
Component Library & Design System
User Journey & Information Architecture
Usability Testing & Iteration
Design a dashboard that provides a high-level financial overview while allowing drill-down into detailed transactions.
Create a clean visualization system for income, expenses, assets, liabilities, and tax reporting.
Improve user clarity when verifying financial statements against bank records.
Support advanced financial decision-making with analytics such as projections, capital ratio, and exemption breakdowns.
Discovery & Requirement Alignment Defined financial tracking workflows and user reporting needs.
User Research & Persona Development Conducted interviews and analyzed behavioral patterns.
Wireframing & Low-Fidelity Exploration Mapped user journeys and early dashboard layouts.
Visual UI Design & Design System Built component library, typography, color tokens, and chart styles.
Prototyping & Usability Testing Tested comprehension, readability, navigation ease, and interaction behavior.
Final Design & Handoff Delivered responsive final designs with documentation.
Understand how users currently monitor spending and investments.
Identify pain points in reconciling digital banking transactions.
Evaluate how users define “financial clarity” and “control.”
Determine metrics users rely on for long-term planning.
High-income professionals with multiple financial sources.
Investors managing assets & liabilities.
Small business owners.
Users who rely heavily on multiple bank cards.
Budget-aware individuals who want transparent spending tracking.
A unified platform to track all financial categories in one place.
Clear breakdown of expenses by category and month.
Ability to verify transactions directly with bank statements.
Insights on tax obligations and exemptions.
Visual summaries instead of raw spreadsheets.
Accuracy and trustworthiness of data sources.
Daniel Rahman
Age: 42
Education: Master’s Degree in Finance from the University of Malaya
Location: Kuala Lumpur, Malaysia
Job: Senior Consultant & Investor
Family: Married with two children
Financial information is fragmented across multiple banks and platforms.
Hard to verify and reconcile transactions without manual effort.
Existing apps lack advanced insights, forecasting, and analytics.
Expense categories are often inaccurate, affecting budgeting clarity.
Limited visibility into tax impact and exemptions.
Visualizations are basic and don’t support deeper decision-making.
No unified dashboard combining income, expenses, assets, liabilities, and tax data.
Outcome
What shipped. ADACAP shipped as a complete, responsive high-fidelity design backed by a documented design system — tokens, components and defined states, ready for engineering handoff. What had been scattered across separate bank apps and spreadsheets became one authoritative view of income, expenses, assets, liabilities and tax.
Fragmentation → one view — a top-down overview with drill-down into the transactions behind every figure gives users like Daniel a single source of truth instead of five separate apps.
Clarity → one visual system — income, expenses, assets, liabilities and tax share a consistent visualization language, so the real impact of spending reads at a glance.
Trust → reconciliation by design — statement views are structured to be checked directly against bank records, cutting the manual matching that made users doubt their numbers.
Records → decisions — projections, capital ratio and exemption breakdowns turn transaction history into forward-looking guidance no bank app offered.
Testing & iteration. Usability sessions focused on comprehension and on how easily people moved from summary figures to the underlying detail; that feedback shaped the dashboard hierarchy, chart legibility and labelling in the final design.
Reflection. The hardest part of a finance product is earning trust in the numbers — the thing most worth validating and hardest to prove at handoff. Taken further, I’d instrument reconciliation completion and time-on-task, pressure-test the forecasting views with real multi-account data, and keep the tax breakdowns current with Malaysian rules.