Collateral Geo-monitoring

Monitoring System for Managing a Bank’s Collateral Assets

Managing a bank’s collateral assets is labor-intensive, including assessment, monitoring, and planning tasks. By leveraging geoinformation technologies, many of these processes can be partially automated and greatly streamlined.

goals:

As the product targets the B2B segment, we did not conduct large-scale user research. Instead, we worked closely with the client, clarifying all requirements and expectations for the system.

We analyzed the complete collateral management workflow and defined three main user roles:

For each role, we defined JTBD cases and noted key usage patterns.

Considering the variety of usage contexts, the product was designed for both desktop and mobile platforms, with a focus on tablets.

We used components from EverGIS UI as a foundation, adapting them significantly for touch interaction. As the UX/UI designer, my tasks included:

The system allowed us to address key tasks:

The system is currently in pilot operation and has demonstrated strong performance. Time requirements have been drastically reduced: preparing a monitoring plan for a branch now takes seconds instead of days, and inspection reports are generated automatically. Conducting an on-site inspection and preparing the necessary documents is several hours faster. The bank also gained the ability to monitor staff movements in real time.