PennyBois Hub & Member Dashboard

UX Design

PennyBois is an educational program focused on educating individuals to become more financially savvy when it comes to navigating the stock market, crypto, and other blockchain products.

As the team’s UX designer, my task was to design a centralized dashboard that would serve as a members’ portal to access live media, content, resources, products, and their billing details.

PennyBois Hub & Member Dashboard by Dane O'Leary Media

Project

An Interface for Members-Only Content, Services & Account Management

Tasked with designing a flexible, scalable interface for subscribers to more conveniently exclusive members-only perks and resources.

Details

Role

Lead Designer

Industry

Finance, fintech

Timeline

4 Weeks

Goals & Challenges

Internally, this was a milestone project as it represented the organization’s first steps toward having a unified first-party platform. To this end, the dashboard interface would consolidate media and tools that were previously strewn across third-party services. Subscribers desperately needed/wanted an easier way to engage with the perks of their memberships.

My goal was to create a clean, streamlined design free of unnecessary clutter that was intuitive to navigate, maintained the company’s branding, and effectively balanced educational content with live data and account management.

Flexible, Unified Platform
- Consolidates exclusive members-only content that was previously strewn across numerous platforms.
- Needs to be scalable and easily expanded over time as PennyBois rolls out new services and products.
Membership Management
- Providing an easy-access view of billing information, including days remaining in the current billing cycle.
- Needs to give users the ability to adjust their plan and billing details.
Encourages Referrals
- Subscribers’ referral codes need to be accessible, easily shared to earn membership discounts and other perks.

The main elements I hoped to implement were Robinhood’s sleek, minimalist interface with high legibility that kept important dashboard elements (i.e. livestreams, billing, account management) accessible.

Coinbase is notable for strong data visualization and intuitive navigation. The easily recognizable icons and well-structured data were clear inspirations for the layout of the PennyBois dashboard.

Stripe sets the standard for account management system, which balances user information with transaction details in a flexible, modular layout. I used this technique for the billing sections of the dashboard so users could quickly view payment status, referral bonuses, upcoming charges, etc.

Slack’s master-detail UI pattern allows users to quickly switch between conversations, channels, teams, and even workspaces, which made sense for the PennyBois dashboard since users would be navigating between live streams, guides, and other content.

YouTube’s grid-based interface has strong visualization and intuitive navigation, partly from the platform’s use of recognizable icons and well-structured data. These were clear inspirations for how stock charts and livestreams were laid out in the PennyBois dashboard.

Research & Discovery

When designing the PennyBois dashboard, I analyzed several well-known tools and platforms, focusing particular on some of those commonly used by traders and SaaS platforms for account management.

Production

Design Process

During interviews with members, many users expressed frustration at how scattered everything felt. They needed a way to more conveniently engage with all of the perks of a PennyBois membership.

Toolkit

Wireframing & Prototyping

I used low-fidelity wireframes to validate the overall structure by making sure that each feature was easily accessible at all times.

Development Handoff

Once the final dashboard design was approved, I made in-depth handoff documents in Figma with a style guide, recommendations for animations and other user interactions, and annotated specifications for the components.