Making essay to mange investors
Royalmast’s seamless end-to-end solution optimizes 100+ investor management, streamlining processes, reducing paper usage, and ensuring compliance
My Role:
Product Designer
Timeline:
3 Week
Team
1 Product Designer, 1 Full stack Developer
The Growth Pain
Royalmart’s rapid expansion (38+ Bangalore stores) made investor management chaotic:
500+ investors
with paper-heavy onboarding
3 teams
(admins, accountants, investors) needing separate workflows
Compliance risks
from manual document tracking
Last-Minute Panic
Finally ordering when time-crunched → rushed decisions
"Our investors are partners—they deserved better than spreadsheets."
– Royalmart CFO
Key Project Requirements
Uncovered through stakeholder interviews with RoyalMart leadership
Investor Experience Enhancement:
The project aimed to elevate the overall investor experience, ensuring that interactions with RoyalMart were user-friendly and efficie
Accuracy and Compliance:
With regulatory requirements were non-negotiable. Eliminating errors in investor document processing and adhering to industry standards were top priorities
Admin Oversight:
Admins are required the ability to review and approve investor registrations, as well as oversee all registered investors and leads.
Efficiency Improvement:
The foremost requirement was to improve operational efficiency. This included reducing paperwork volume, streamlining investor onboarding, and decreasing processing times.
Enhanced Communication:
The solution needed to facilitate improved communication between admins and investors, enabling notifications and newsletters
2 Week Deadline
2 weeks to Desing and Development
Project Timeline: A User-Centric Journey
(How we moved from chaos to clarity in 3 weeks)
Week 1: Deep Discovery
"We didn't assume - we observed"
Conducted shadow sessions with accountants tracking paper trails
Mapped pain points across 8 key processes
UX Principle: Contextual Inquiry (learn by watching real work)
Week 2: Rapid Framing
"From insights to structure in 5 days"
Created user flows addressing critical pain points
Built low-fi wireframes focusing on:
Accountant's top 3 time-wasters
Admin's most-needed oversight features
UX Principle: Progressive Disclosure (complex → simple)
Created user flows addressing critical pain points
Built low-fi wireframes focusing on:
Accountant's top 3 time-wasters
Admin's most-needed oversight features
UX Principle: Progressive Disclosure (complex → simple)
Week 3: Final UI & Handoff
Delivered developer-ready specs with:
Annotated components
State transitions
Empty state designs
UX Principle: Design Validation (test early, often)
Week 1: Uncovering Hidden Pain Points
(How we moved from chaos to clarity in 3 weeks)
Research Methods
6+ stakeholder interviews (admins, accountants, investors)
12+ process shadowing sessions (avg. 2.5 hours each)
Key Findings
38%-complaints of Lost documents
29%-time Duplicate data entry
72% of admin complaints No visibility into status
The Human Story Behind the Data
"I once stayed till midnight re-filing papers after a cabinet collapsed. There has to be a better way."
Head of Accountant, 5 years at Royalmart
UX Insights That Guided Design
Trust Crisis
61% of investors called weekly for updates → Needed real-time status tracking
Paper Dependence
83% of processes required physical signatures → Designed e-sign workflows
Role-Specific Stress
Admins spent 3hrs/day compiling reports → Built automated dashboards
"While I can't share all internal processes due to confidentiality, these were the key pain points that guided our design priorities. The solutions we developed directly addressed each of these verified challenges."
Week 2: From Insights to Action
How we transformed pain points into Stucure
Structured for Success: The IA Blueprint
How we organized complexity into intuitive pathways
Admin Control Hub
Batch Management
Create/edit investment batches
Monitor batch performance
Investor Oversight
Approve/deny applications
Track all investments in real-time
Communication Center
Draft and send newsletters
Push critical notifications
Accountant Workspace
Investor Lifecycle
Register → Verify → Manage
Collaboration Tools
Admin approval requests
Document revision alerts
Intelligent Features
Batch recommendations
Lead prioritization
Investor Portal
Investment Tracking
Portfolio performance
Document status
Self-Service
Batch browsing
Document re-upload
Updates
Newsletter archive
Notification center
Week 3: Final UI & Hand of
Key Takeaways
Constraints spark creativity
Limited resources forced smarter, simpler solutions.
Daily collaboration is key
15-minute syncs with developers prevented wasted work.
Small teams move faster
