Project Overview
Role : UX/UI Design
Tool:
Figma
Srikara CBS Web – Empowering Employees of Srikara Cooperative Society
Creating a web platform that simplifies internal operations and strengthens financial oversight 💻✨
The Srikara CBS Web is an internal platform built exclusively for employees of Srikara Cooperative Society. Designed to digitize and centralize daily workflows, it enables staff to track collections, verify member eligibility, and monitor financial records with accuracy and ease.
As the UX/UI Designer, I collaborated over 10 weeks to craft a streamlined employee-facing experience. Our focus was on efficiency, security, and clarity—reducing manual effort and errors while ensuring staff could seamlessly manage operations and deliver better services to members.
Overview
Working on the Srikara CBS Web gave me the chance to design a tool that helps employees manage collections and check member eligibility more easily. I worked with the Srikara team to understand their manual process and turn it into a simple web platform. The focus was on making everyday tasks faster, clearer, and less error-prone so staff could spend more time serving members.
Problem
Employees at Srikara Cooperative Society were relying on manual registers and fragmented tools to manage collections, verify member eligibility, and track payments. This led to delays, frequent errors, and difficulty in generating accurate reports across multiple branches. As the user base grew, these manual processes became harder to scale, creating frustration for staff and slowing down daily operations.
Goal
The goal was to design a secure, centralized web platform that digitizes key workflows for employees. It needed to simplify collections, eligibility checks, and reporting into one clear system. By reducing manual effort and improving accuracy, the platform aimed to enhance efficiency, save time, and enable staff to deliver services with greater transparency and consistency.
My Role
I collaborated with a junior designer to craft the UX and UI for the Srikara CBS Web, designing wireframes, layouts, and high-fidelity interfaces focused on clarity and efficiency. I led the experience strategy and visual direction while mentoring the junior designer. Working closely with employees and development teams, we ensured the platform enabled staff to manage collections and member eligibility seamlessly.
Overview
Working on the Srikara CBS Web gave me the chance to design a tool that helps employees manage collections and check member eligibility more easily. I worked with the Srikara team to understand their manual process and turn it into a simple web platform. The focus was on making everyday tasks faster, clearer, and less error-prone so staff could spend more time serving members.
Problem
Employees at Srikara Cooperative Society were relying on manual registers and fragmented tools to manage collections, verify member eligibility, and track payments. This led to delays, frequent errors, and difficulty in generating accurate reports across multiple branches. As the user base grew, these manual processes became harder to scale, creating frustration for staff and slowing down daily operations.
Goal
The goal was to design a secure, centralized web platform that digitizes key workflows for employees. It needed to simplify collections, eligibility checks, and reporting into one clear system. By reducing manual effort and improving accuracy, the platform aimed to enhance efficiency, save time, and enable staff to deliver services with greater transparency and consistency.
My Role
I collaborated with a junior designer to craft the UX and UI for the Srikara CBS Web, designing wireframes, layouts, and high-fidelity interfaces focused on clarity and efficiency. I led the experience strategy and visual direction while mentoring the junior designer. Working closely with employees and development teams, we ensured the platform enabled staff to manage collections and member eligibility seamlessly.
Overview
Working on the Srikara CBS Web gave me the chance to design a tool that helps employees manage collections and check member eligibility more easily. I worked with the Srikara team to understand their manual process and turn it into a simple web platform. The focus was on making everyday tasks faster, clearer, and less error-prone so staff could spend more time serving members.
Problem
Employees at Srikara Cooperative Society were relying on manual registers and fragmented tools to manage collections, verify member eligibility, and track payments. This led to delays, frequent errors, and difficulty in generating accurate reports across multiple branches. As the user base grew, these manual processes became harder to scale, creating frustration for staff and slowing down daily operations.
Goal
The goal was to design a secure, centralized web platform that digitizes key workflows for employees. It needed to simplify collections, eligibility checks, and reporting into one clear system. By reducing manual effort and improving accuracy, the platform aimed to enhance efficiency, save time, and enable staff to deliver services with greater transparency and consistency.
My Role
I collaborated with a junior designer to craft the UX and UI for the Srikara CBS Web, designing wireframes, layouts, and high-fidelity interfaces focused on clarity and efficiency. I led the experience strategy and visual direction while mentoring the junior designer. Working closely with employees and development teams, we ensured the platform enabled staff to manage collections and member eligibility seamlessly.
Project Brief
Srikara Cooperative Society is a community-focused financial institution that provides loans, deposits, and specialized schemes to support individuals and small businesses across India. To streamline internal operations, we designed the Srikara CBS Web, a secure platform for employees to manage collections, track payments, and verify member eligibility efficiently.
⚡️ The Challenge: Streamlining internal workflows
Employees relied on manual processes that were time-consuming and prone to errors. The web platform needed to simplify these tasks, provide clear visibility into member data, and enable staff to work faster and more accurately—while maintaining Srikara’s standards of transparency and reliability.
Design
My design partner and I structured the Srikara CBS Web around clear modules to simplify internal workflows for employees:
📄 Application Downloads
Easy access to scheme applications by region
for faster handling.👥 Employee & Agent Management
Dedicated sections to view, manage, and assign employee or agent activities, ensuring smoother operational flow.✅ Approvals & Payments
Centralized view of receipts, pending payments, and approvals in real time.📊 Reports & Admin Tools
Comprehensive reporting and admin controls for accurate, branch-wide tracking.
This streamlined scattered manual processes into a unified system, giving staff better control and visibility.
Understanding User Pain Points
75%
Employees reported delays in verifying member eligibility due to manual checks.80%
Struggled with scattered records, making it hard to track collections in real time.65%
Mentioned errors in reports caused extra rework and reduced efficiency.
Impact
80%
Faster Verification
Reduction in verification time through centralized member data, streamlining eligibility checks.90%
Improved Accuracy
Improvement in collection tracking accuracy with automated dashboards, minimizing errors.85%
Higher Efficiency
Staff could manage operations seamlessly, leading to faster and more reliable service.
Result
After several feedback rounds and iterations, we launched the Srikara CBS Web—built to simplify internal operations for employees. The platform provides a clear and efficient way to manage collections, approvals, and member eligibility, reducing manual effort and errors.
Seeing the system adopted by staff was a rewarding milestone. The design not only improves day-to-day efficiency but also reinforces Srikara’s values of reliability, transparency, and trust in financial operations.
“The platform's adoption led to significant measurable improvements in operational efficiency and accuracy."
Takeaways
🤝 Design-to-Development Handoff
Building a robust component library in Figma wasn't just about consistency; it reduced developer time by an estimated 20% and ensured complex data tables were implemented perfectly across every branch's view.
🌟 Practice Makes Progress
Regular input from employees and operations teams guided refinements, helping us shape a platform that truly fit staff workflows and reduced friction in daily tasks.
🛠️ Cross-Functional Collaboration
Close collaboration with the internal dev team ensured alignment on data-heavy dashboards and admin flows, improving design accuracy while giving me deeper insight into technical constraints.
Project Brief
Srikara Cooperative Society is a community-focused financial institution that provides loans, deposits, and specialized schemes to support individuals and small businesses across India. To streamline internal operations, we designed the Srikara CBS Web, a secure platform for employees to manage collections, track payments, and verify member eligibility efficiently.
⚡️ The Challenge: Streamlining internal workflows
Employees relied on manual processes that were time-consuming and prone to errors. The web platform needed to simplify these tasks, provide clear visibility into member data, and enable staff to work faster and more accurately—while maintaining Srikara’s standards of transparency and reliability.
Design
My design partner and I structured the Srikara CBS Web around clear modules to simplify internal workflows for employees:
📄 Application Downloads
Easy access to scheme applications by region
for faster handling.👥 Employee & Agent Management
Dedicated sections to view, manage, and assign employee or agent activities, ensuring smoother operational flow.✅ Approvals & Payments
Centralized view of receipts, pending payments, and approvals in real time.📊 Reports & Admin Tools
Comprehensive reporting and admin controls for accurate, branch-wide tracking.
This streamlined scattered manual processes into a unified system, giving staff better control and visibility.
Understanding User Pain Points
75%
Employees reported delays in verifying member eligibility due to manual checks.80%
Struggled with scattered records, making it hard to track collections in real time.65%
Mentioned errors in reports caused extra rework and reduced efficiency.
Impact
80%
Faster Verification
Reduction in verification time through centralized member data, streamlining eligibility checks.90%
Improved Accuracy
Improvement in collection tracking accuracy with automated dashboards, minimizing errors.85%
Higher Efficiency
Staff could manage operations seamlessly, leading to faster and more reliable service.
Result
After several feedback rounds and iterations, we launched the Srikara CBS Web—built to simplify internal operations for employees. The platform provides a clear and efficient way to manage collections, approvals, and member eligibility, reducing manual effort and errors.
Seeing the system adopted by staff was a rewarding milestone. The design not only improves day-to-day efficiency but also reinforces Srikara’s values of reliability, transparency, and trust in financial operations.
“The platform's adoption led to significant measurable improvements in operational efficiency and accuracy."
Takeaways
🤝 Design-to-Development Handoff
Building a robust component library in Figma wasn't just about consistency; it reduced developer time by an estimated 20% and ensured complex data tables were implemented perfectly across every branch's view.
🌟 Practice Makes Progress
Regular input from employees and operations teams guided refinements, helping us shape a platform that truly fit staff workflows and reduced friction in daily tasks.
🛠️ Cross-Functional Collaboration
Close collaboration with the internal dev team ensured alignment on data-heavy dashboards and admin flows, improving design accuracy while giving me deeper insight into technical constraints.
Project Brief
Srikara Cooperative Society is a community-focused financial institution that provides loans, deposits, and specialized schemes to support individuals and small businesses across India. To streamline internal operations, we designed the Srikara CBS Web, a secure platform for employees to manage collections, track payments, and verify member eligibility efficiently.
⚡️ The Challenge: Streamlining internal workflows
Employees relied on manual processes that were time-consuming and prone to errors. The web platform needed to simplify these tasks, provide clear visibility into member data, and enable staff to work faster and more accurately—while maintaining Srikara’s standards of transparency and reliability.
Design
My design partner and I structured the Srikara CBS Web around clear modules to simplify internal workflows for employees:
📄 Application Downloads
Easy access to scheme applications by region
for faster handling.👥 Employee & Agent Management
Dedicated sections to view, manage, and assign employee or agent activities, ensuring smoother operational flow.✅ Approvals & Payments
Centralized view of receipts, pending payments, and approvals in real time.📊 Reports & Admin Tools
Comprehensive reporting and admin controls for accurate, branch-wide tracking.
This streamlined scattered manual processes into a unified system, giving staff better control and visibility.
Understanding User Pain Points
75%
Employees reported delays in verifying member eligibility due to manual checks.80%
Struggled with scattered records, making it hard to track collections in real time.65%
Mentioned errors in reports caused extra rework and reduced efficiency.
Impact
80%
Faster Verification
Reduction in verification time through centralized member data, streamlining eligibility checks.90%
Improved Accuracy
Improvement in collection tracking accuracy with automated dashboards, minimizing errors.85%
Higher Efficiency
Staff could manage operations seamlessly, leading to faster and more reliable service.
Result
After several feedback rounds and iterations, we launched the Srikara CBS Web—built to simplify internal operations for employees. The platform provides a clear and efficient way to manage collections, approvals, and member eligibility, reducing manual effort and errors.
Seeing the system adopted by staff was a rewarding milestone. The design not only improves day-to-day efficiency but also reinforces Srikara’s values of reliability, transparency, and trust in financial operations.
“The platform's adoption led to significant measurable improvements in operational efficiency and accuracy."
Takeaways
🤝 Design-to-Development Handoff
Building a robust component library in Figma wasn't just about consistency; it reduced developer time by an estimated 20% and ensured complex data tables were implemented perfectly across every branch's view.
🌟 Practice Makes Progress
Regular input from employees and operations teams guided refinements, helping us shape a platform that truly fit staff workflows and reduced friction in daily tasks.
🛠️ Cross-Functional Collaboration
Close collaboration with the internal dev team ensured alignment on data-heavy dashboards and admin flows, improving design accuracy while giving me deeper insight into technical constraints.