Overview
Introduction
Pacific Trustees is a company similar to a safekeeper, but for money and other valuables. They handle trusts, which are legal agreements where someone puts assets aside for others, like children or grandchildren. Pacific Trustees makes sure the assets are managed properly and distributed according to the trust's instructions. They also act as trustees for investments and estates.
Team & Timeline
Ahmad Rafiuddin
Design Lead
My Role
UIUX Designer
Amirul Naim
Project Manager
Hakam Raza
Backend Developer
Norshaffan Mohd
Frontend Developer
Client Meeting
Solution
Design Process
Research
Understanding the core product
Understanding the current website and their existing features, information architecture is the first step in most redesign project. Then we can start with laying out new solutions. Vault is a newly added feature after our discussion with Pacific Trustees themselves and agreed to implement in the project.
Core features
Trust Services
Individual Trusts
Corporate Trusts
Islamic Wills (Wasiat)
Ancillary Services
Company Secretarial Services
Registered Office
Accounting Services
New Feature
Vault
New Feature
Vault
Vault is a feature that allow client secure access documents or account information directly within the website. Its more like a digital safe that stores important documents such as vehicle grants, assets and liability related whitepaper etc.
Whats in the Vault feature ?
Personal Particulars
Testamentary Matters
Trusts
Safe Deposit Boxes
Bank Accounts
Immovable Properties
Insurance Policies
Investment in Public Listed Companies
Non-Listed Companies/Partnerships/Sole Proprietorships
Unit Trusts
Asset Management
Motor Vehicles
Other Assets
Liabilities
Guarantees
Special Instruction/Notes
Net Worth Valuation
Design System
Style guide and Components
Style guide for the whole project, with a mixture of custom style guide made for certain subsections.
Ideation
Experiment - Sketches - Wireframes - Hi-fi
There is no wireframes or low-fi crafted because we are using existing structure. I work closely with our developers to see which components can or cant be used. This will give me a clear vision of what should be done and quickly adjust according to the requirements.


Figma | PACTONLINE

Dean Studio
Design File
Final Design
Vault
Idea Breakdown
Few iterations, discussions and experimenting, this is what we came up with.


Figma | PACTONLINE

Dean Studio
Upskill Dashboard
Comparison between before and after the redesign.
Change the CTA “Add New” from bottom left corner of the table to top right corner aligning with the title. This is to emphasize the CTA more so that user will add such data for their keepsake. This change also give user a clear cut instruction on what the CTA actually does.
New table header with more modern look such as font weight, color and sort/filter option.
New sideway scroll bar to make the table more modern.
Table pagination for user to navigate through should they have many data entry.
Introducing sidebar navigation for a better user experience where user can easily navigate through all the sub pages and sections for data entry.


Figma | PACTONLINE

Dean Studio
Popup model comparison before and after redesign.
Dotted line “upload file” box instead of just a CTA to upload documents. The decision to make this change is to make the modal more appealing and clear instruction. Also mentioning the size cap is also important.
Making the uploaded document box as “wrap” to the next line. Compared to the old design, it is actually “overflow” and user need to side scroll/drag in order to view the overflow components.


Figma | PACTONLINE

Dean Studio
With the addition of Vault, we need to consider how do user navigate to and from between these 2 pages “My Will” and “My Vault”. Therefore, the new nav bar.
Wrap Up
What Next ?
The UI definitely can be improved more to be even better, but as for now we can settle down with the current design. For future reference, i did have a few more sketches that can be implemented though need to wait for the next client meetup and receive their feedback first.
Teamwork, Communications, Critical Thinking, Problem Solving.