Regcheq is a SaaS transaction-monitoring platform that enables clients to track transfers and deposits, analyze customer activity, and minimize false-positive alerts.
When I joined, the New Transaction module was outdated, error-prone, and critically underused, despite being central to the product.
My Role: Lead Product Designer
I led the redesign of this core feature to improve usability, aligning user needs with product goals and ensuring a smooth transition from outdated patterns to a more intuitive experience.
As the only UX designer on the team, I also led the redesign of Regcheq’s transaction workflow, aligning user needs with business priorities and enhancing overall usability.
Challenge
• The new transaction flow experienced issues with poor information organization and unclear visual hierarchy, leading to frequent user errors.
• Options such as the “Involves Cash” toggle were misaligned, which caused unnecessary options to appear or resulted in mistakes.
• Users were unable to edit existing entries; any errors required them to restart the entire process.
• A high volume of customer support requests indicated deeper usability problems.
Goal - Redesign the transaction feature to lower friction, prevent errors, and create a smooth, intuitive, and efficient flow.
Research & Discovery
• Analyzed user session replays, heatmaps, and click patterns using Datadog RUM (Real User Monitoring).
• Conducted interviews with Customer Success and Sales teams to identify user pain points and technical limitations.
• Interview the development team and other stakeholders to gain insight into how the feature was designed and defined.
• Performed hands-on walkthroughs to observe friction points firsthand, such as confusing input layouts and poorly labeled switches.
The analytics revealed that the most common user actions were not aligned with the critical steps in the workflow
Top user actions.
The interaction matrix of the top action.
Key Design Solutions
Structured Two-Step Workflow
Participants and transaction details are added separately for better clarity
Participants and transaction details are added separately for better clarity
Reordered Currency Options
Currencies are organized based on their frequency of use (Chilean Peso → UF → USD)
Currencies are organized based on their frequency of use (Chilean Peso → UF → USD)
Relocated & Relabeled “Involves Cash” Toggle
This toggle has been moved to prevent accidental activation, and its purpose has been clarified
This toggle has been moved to prevent accidental activation, and its purpose has been clarified
Improved Participant Interactions
We have added delete icons, merged redundant links for legal participants, and enabled the option to add related contacts.
We have added delete icons, merged redundant links for legal participants, and enabled the option to add related contacts.
Visual Harmonization
We created a UI library featuring a clean typographic hierarchy, consistent button styles, and a restrained color palette for improved visual coherence.
We created a UI library featuring a clean typographic hierarchy, consistent button styles, and a restrained color palette for improved visual coherence.
Final Design Natural Participant
Final Design Legal Participant
Tipography Library
Colors and Icons
Mockups New Transaction Design
Natural participant.
Two participants.
Legal participant.
Modals of related people.
Key Outcomes & Results
↓ 79.5% decrease in clicks on “Involves Cash” toggle, lowering accidental activations from 303 to 62
Streamlined flow increased user efficiency, resulting in a higher percentage of users successfully completing tasks
The support request volume has dropped, indicating fewer usability issues
Visual enhancements improved clarity and eased cognitive load for users
Reflections
• Datadog’s analytics and session replay tools proved crucial for quickly uncovering hidden usability issues.
• Small visual and flow adjustments can significantly enhance accuracy and efficiency.
• Collaborating with Customer Success, Tech, and Sales was vital to align user needs with business goals.
