Draft Disbursements
User Experience Designer
March 2020 - May 2020
Web
The Overview
Creating disbursements for beneficiaries shouldn’t be stressful—but for True Link administrators, it often was. The goal of this project was simple: make the process fast, intuitive, and accurate. I set out to redesign the disbursement workflow so admins could confidently create, review, and finalize disbursements without delays or errors.
The Challenge:
Administrators were spending too much time hunting for information, navigating confusing forms, and correcting mistakes. These inefficiencies caused frustration and risked financial errors. The challenge was to simplify the workflow, reduce errors, and give users a sense of control and clarity.
Understanding The Problem
I started by talking to the people who use the system every day: administrators and product managers.
Pain points uncovered:
Hard-to-find data within the form.
Confusing form navigation.
Error messages that weren’t clear or actionable.
I also analyzed the existing workflow and compared it to best practices in financial form design. The goal was to understand where users struggled and where the experience could be improved.
Designing the Flow
With research in hand, I created the first wireframes that mapped out the disbursement process step by step.
Key focus areas:
Streamlined form layout.
Clear, logical navigation.
Guidance throughout the process to prevent mistakes.
Interactive prototypes let users test the flow early. Their feedback shaped the next iterations.
Iterating Based on Feedback
The first round of testing revealed:
Confusing stages in the form.
Validation messages that weren’t clear enough.
Difficulty reviewing disbursement information before submission.
Improvements included:
Inline validation for input errors.
Visual hierarchy to highlight important actions.
Streamlined review screens for easy confirmation.
Further testing helped fine-tune accessibility, consistency, and overall usability.
The Solution:
The final disbursement flow is intuitive, fast, and reliable:
Clear input fields with real-time feedback.
Step-by-step guidance through the form.
Easy review & confirmation screens to double-check entries.
Helpful error handling that guides users to fix issues quickly.
Admins can now complete disbursements confidently and efficiently, with far fewer errors and less frustration.
The Outcome
Reduced time spent on creating disbursements.
Improved accuracy and reduced errors.
Increased user confidence and satisfaction.
By keeping users at the center of every decision, the project delivered a workflow that truly supported account admins while meeting business goals.
Up Next:
Beneficiary Profile
Information architecture at its most information architecture (note to self, make this better)
Coming Soon
Truelink 2025
San Francisco, CA