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Equifax - SaaS user management platform 

To provide the Equifax with a design for a new user management platform.

This platform will house a range of Equifax digital subscription services. One of the designs I world on was for onboarding and managing users and subscriptions to software for B2B customers. Another service that the platform offers is to allow Equifax’s B2B customers and financial institutions to be able to manage their own end consumers' financial details (Saas)


The design of the new platform also includes: 

  • Provide administrators with the ability to view billing-related information for each customer

  • Be able to generate digital summaries as well as reports.

  • Allow our B2B customers to administer product access and permission to their staff, as well as manage B2C consumers information that Equifax holds 

  • Evaluate the effectiveness of third-party applications to integrate into the platform

_ Dashboard – Interim state.jpg

Equifax - New user profile 

The aim of the project is to create a design solution that enables Equifax administrators to create a new user profile by first creating a user identifier, or name, similar to a bank branch name. This is so that Equifax can onboard their B2B customer groups. These groups would typically be division of an organisation, similar to a bank branch). This creation of an identifier is to help in manage billing, access and permissions of each user associated with the group. 

V3 success – search terms.png
Search WBCG Group.png
C1.0 - Create Group.png

Equifax - User Management 

The aim of the project is to create a design solution that enables Equifax  administrators to create a new user profile by first creating a user identifier, or name, similar to a bank branch name. This is so that we can onboard bank staff and link them to a division within their organisation 

V3 success – search terms.png
Search WBCG Group.png
C1.0 - Create Group.png
V4 FID details - edit.png
C1.2 - Create Group.png
C1.0 - Create Group.png

Before screenshots

Below are examples of screenshots before the redesign  

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