Making reconciliation faster with reusable mapping templates
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01
The problem
Mapping template with manage the team
After the team lead left the organization, I was appointed as the interim Team Lead while the company worked on transitioning to a new lead. As the transition took longer than expected, I took on the responsibility of managing a team of four designers, including one Senior, two Mid-level, and one Junior Designer.
Alongside my role as a Team lead, I was responsible for assigning work, providing direction, and guiding the team through their respective projects. This reconciliation project was the first project I led as an interim Team Lead, where I coordinated the team’s efforts while also driving the product design direction.
This project focused on the RUGR UPIGram Reconciliation Executive, who is responsible for processing merchant's daily transactions for settlement. They had to manually map columns every time they uploaded a file, even when using recurring bank formats. The existing workflow did not retain these mappings, forcing users to solve the same problem from scratch. This created repetitive work, increased cognitive load, and introduced avoidable risk of human error.
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02
Discovery
Aligning before designing
After several conversations with the PM, we documented the key ideas, user flows, and requirements to create a shared overview of the problem and proposed approach. This helped us align on the core requirements and direction before moving into the design phase.
One key consideration was that each bank could use different column headers for the same transaction data. This meant the mapping configuration needed to be specific to each bank account and reusable for its respective file format. Keeping this variation in mind was essential when defining the mapping and template experience.
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Wireframe
High-fidelity wireframes
The discovery phase also involved creating wireframes and defining the key actions within the user flow. Through multiple ideation sessions, we explored different approaches and aligned with the team on the direction that would provide a clearer and more efficient experience for users. This alignment helped us validate the flow and move forward with the final design.
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04
Product
The final design
We worked closely with the Product Manager to simplify a large amount of information into a clear workflow. My primary focus was maintaining design system alignment across the experience while ensuring that all relevant edge cases and error states were accounted for throughout the flow.
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Project results
Delivered inside a tight window
We successfully designed the end-to-end reconciliation executive workflow, including the template management experience. The final solution met the client’s requirements and project deadlines within the timeframe.
≈82%
Higher work effeciency
-72.4%
Lower mapping errors
Credits
- Karthick · Product Manager, RUGR