Operational Tool — SaaS B2B (Fintech)
Role: Product Designer
Type: Concept project
Year: 2026
Payment Operations Console is a SaaS tool designed for payments operations teams to manage problematic transactions.
It helps users move from identifying issues to taking action and tracking results in a structured way.
When payments fail, teams need to:
understand what happened
decide what to do
take action quickly
track the outcome
In many tools, this process is fragmented.
Data is available, but:
there is no clear prioritization
actions are not guided
next steps are unclear
This leads to slower resolution and potential revenue loss.
Instead of designing a dashboard, I designed an operational decision system.
The product supports a clear workflow:
The goal is to reduce uncertainty and guide users toward the next action.
The system is built around three main elements:
Issues Queue
Investigation Panel
Case Detail
A short prototype shows how users move from issue detection to action and outcome.
The queue is the main working environment.
It is designed to answer:
What should I handle first?
Each row includes:
priority
failure reason
number of attempts
status
assignee
A summary at the top shows:
total issues
high priority cases
revenue at risk
This helps teams quickly understand impact and focus.
Clicking a row opens a panel on top of the queue.
This allows quick investigation without losing context.
The panel includes:
payment details
failure reason
attempts
customer context
timeline
The key element is the action layer.
Users can immediately:
retry payment
contact customer
mark as resolved
Advanced actions are grouped separately to reduce noise.
This creates a clear distinction between:
frequent actions
secondary actions
For more complex cases, users can open a full detail view.
This page focuses on one question:
What is the best action to take?
Each case follows a clear state model:
Unassigned
In Review
Waiting External
Retry Scheduled
Resolved
Actions directly update the state.
This creates a clear relationship between:
Action
State
Next step
This project demonstrates the ability to design:
operational SaaS tools
workflow-based interfaces
decision systems
It improves clarity by:
highlighting priorities
guiding actions
making outcomes visible
Operational tools require a different approach compared to dashboards.
The main challenge is not showing more data, but helping users understand what to do next.
Clear actions and state transitions are essential to support real workflows.