OMS Manager Dashboard
The OMS Manager Dashboard is a real-time web and mobile platform that allows institutions to manage investor orders, user permissions, and rule-based trading workflows. Designed for enterprise use in high-frequency financial markets, this dashboard enables fast, compliant, and intuitive control over market activities — from order approvals to risk monitoring and automation setup.
Status
Live
Client
Matriks
Service
Fintech / B2B Product
Role
UX Design & Front-End Development
Tool
Figma · Zeplin · HTML/CSS · WebSockets
The Challenge
The legacy interface posed several issues:
Overly technical layout with no visual guidance
High learning curve for new users
Dense data tables causing cognitive overload
No scalable structure for automation workflows
Pain Points for Users:
Mis-clicks during time-sensitive actions
Confusing rule configuration
Lack of real-time feedback and visibility
User Research & Personas
We conducted interviews, user shadowing, and heuristic evaluations to identify gaps. Two core personas emerged:
Persona 1 – OMS Manager
Goals: Manage user permissions, monitor markets, streamline approvals
Frustrations: Complex navigation, delayed alerts, unclear permissions
Persona 2 – Senior Trader
Goals: Ensure execution accuracy, manage portfolios, respond quickly
Frustrations: Limited feedback during trades, hard-to-use rule setup
We also benchmarked tools like Bloomberg, Fidessa, and TT to explore trading UI patterns.
Design Process
Information Architecture & Wireframes
Mapped user flows across market roles
Built low-fidelity wireframes in Figma for:
Order lists
Risk indicators
Automation rule builders
Visual Design System
Developed modular UI kit
Introduced color-coded risk levels (green/yellow/red)
Designed tabbed navigation for strategy comparison
Added keyboard shortcuts, real-time filtering, and hover actions
Collaboration & Delivery
Worked closely with the backend team to support high-frequency socket data
Participated in daily Agile standups and sprint planning
Handoff via Figma + Zeplin with embedded component specs and CSS snippets
Usability Testing & Iteration
We ran usability tests with 5 real users. Feedback showed:
Cognitive overload from dense rows
Navigation fatigue in rule workflows
Improvements:
Collapsible row groups for complex tables
Clearer spacing and visual hierarchy
Hover-based quick-action buttons
Simplified permission modals
Final Solution
Modular UI with dockable panels
Visual Rule Builder with smart defaults
Real-Time Notifications for pending approvals
Audit Trails for change tracking and risk reviews
Results & Impact
User Satisfaction: +28% (via post-launch survey)
Execution Setup Time: 40% faster
Support Tickets: –32%
Automation Trust: Significantly improved confidence
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