Multi-product portfolio with a common theme: Lending

Saison Omni began their journey by building solutions for a niche space of co-lending. This was projected to grow with NBFCs stepping up into lending partnerships with other financial institutions. At the heart, the solution offered a seamless way for lenders to partner with financial institutions. Over-time as the requirements evolved, we required:

• Self-governance instead of hard-coded back-end changes
• Efficienct and consistent workflows
• Wider loan and partnership type support

Additionally, Saison Omni also started testing waters in the retail lending space with the advantage of having some foundational building blocks. At the same time, started building a venture capital portfolio monitoring internal tool for Saison International.

This diversification required a platform layer to extend features and cover the necessary use cases for new products and features.

Our operational workflows needed a fresh take

Our existing design couldn't stand the test of time and had flaws:

• Workflows were inefficient: Had redundant steps, costed time.
• Features had inconsistent experience due to lack of design patterns.
• Users were unable to form a mental model and their process remained slow.

Redesign examples:

Saving 1hr/week for ops teams by redesigning report generation workflow.

Reduced support tickets by 30% related to account reconciliation within 2 weeks of shipping redesigned workflow

Missing overview of current state and tasks to complete

Prompt, efficient, and accurate task completion are crucial tenets for enterprise users. Surprisingly, we did not have an overview to anchor our users daily actions with a tasks list and reflections with a dashboard.

Reduced TAT on actions by 10% with dashboard and tasks list.

Flexibility of features for wide use-cases across product lines

Feature level modularity:

By keeping potential/future use-cases of any feature for other product lines into perspective, we not only saved cost of development and faster shipping, but easier maintenance of features going on. Here's an example:

Configuration of policy rules in BRE requires setting up of complex conditions, formulas, functions, etc. Another use case of setting up formulas, functions, and conditions also appears in portolfio monitoring, and setting up covenants.

Design Patterns:

One of the clear mandates for the paltform layer for multi-product line was to have design patterns:

• Save development cost, logical UI variations encapsulated as UI configuration layer
• UI skinning taken care of, by token-system
• Easy design maintenance and updates for entire product line, saving Design bandwidth
• Fast of product shipment, saving time for product innovation and refinement

AI-assisted document verification as a new monetizable workflow

Reduced verification turn-around time by 15% in a pilot

Boosting the quality and efficiency of the design team

Consistency in Design outcome, raised quality of design delivery

I defined and aligned the team with SOPs for Product Design, UX Writing. Built an agentic Figma plugin that reviewed Figma designs against the design guidelines and nudged junior designers to self-critique their work.

To ensure consistency of association of features and actions with icons, in addition to help in the discovery of icons semantically, built another Figma plugin.

Multi-faceted product success led by design

• Improved operational efficiency, saving 1hr/week for ops teams.
• Designed self-serve account reconciliation configuration, reducing support escalations by 30%.
• Launched AI-assisted document verification as a new premium feature, reducing verification turnaround time by 15%.
• Built an AI-based Figma plugin to review design, raising design consistency and reducing dependency on senior bandwidth.