SG Markets WebClear

SG Markets WebClear

My journey rethinking Societe Generale’s key platform for real-time cash management, payment tracking, and transaction monitoring

My journey rethinking Societe Generale’s key platform for real-time cash management, payment tracking, and transaction monitoring

Client Societe Generale CIB
Role Lead designer
Timeline 2023 Present
Focus areas
service design prototyping responsiveness

This case study shows limited information

Details and visuals of this work are intentionally limited due to confidentiality constraints. If you’d like to dive deeper into my work, feel free to reach out.

SG Markets WebClear main cover image

WebClear is a long-standing service within Societe Generale’s Global Transaction Banking suite. In 2023, it began a strategic migration to SG Markets, the bank’s modern platform for corporate and institutional clients. The objective of the migration was to modernize the experience, align it with SG Markets standards, and support future scalability. My mandate was to lead the UX vision and workflow redesign, introducing a user-centered design approach across the product team, and supporting technical teams in creating a responsive experience.

Iterative approach

Iterative approach

The project progressed in cycles, defined and planned together with the product team and considering business priorities, UX needs and the global roadmap. Each cycle focused on a portion of the service, moving from discovery to validation.

Since we were working within the context of a platform migration, I prioritized reworking the core components and navigation first, and then implemented a strategy to maintain the legacy code within the new experience, while the rest of the parts were being built.

Framing & discovery

Working closely with the product team and expert users, I formalized the problem space, user personas, and data requirements. We mapped the existing user experience end to end to understand current journeys, and documented functional elements, data structures, and API dependencies. This provided a solid foundation for the redesign and gave us a shared view of constraints, pain points, and opportunities. Some key opportunities emerged:

  • Simplifying navigation by reorganizing it around user goals rather than technical data models.
  • Reducing task completion time through modern components and interaction patterns from our design system.
  • Adopting flexible, responsive layouts that take advantage of modern browsers for richer information displays and better adaptation to different screen sizes.

Step 1

Clarifying needs and problem space

Step 2

Understanding personae

Step 3

Documenting data structures and API endpoints

Step 4

Mapping existing user flows

Wireframing & navigation model

We began each phase by refining user flows based on the identified opportunities and updated data requirements, ensuring alignment with both BU and SG Markets standards. Together with the product team, we iterated on these flows through a series of workshops until navigation, actions, and displayed data were fully defined and understood.

Using these validated flows, I created wireframes that covered individual screens as well as the overall navigation structure. We reviewed and refined these wireframes weekly with product owners, developers, and expert users. A key focus during this stage was designing content-first, reusable layouts and test responsive behavior to anticipate technical constraints early in the process.

A diagram showing the fluid grid used in our design
A diagram showing the fixed grid used in our design

Prototyping & testing

Once the structure was validated, I created interactive prototypes in Figma aligned with the SG Markets design system. To ensure continuity and scalability across the platform:

  • I built reusable design components for shared platform elements.
  • I created templates for recurring information patterns.
  • I established breakpoints and designed key screens across multiple sizes.

We then tested the prototypes with representative users, refining interactions and layouts before handoff. The consistency achieved early through shared components and templates significantly accelerated subsequent delivery cycles.

KEY FEATURE

Responsiveness as a design foundation

In line with our goals of continuity and scalability, we focused on delivering an experience that adapts seamlessly to all the situations in which customers might use the service. As a result, responsiveness became a core principle of the design process. Given the platform’s recurring information patterns, adopting a responsive approach was both efficient and effective.

Two devices showing the responsive behavior of an information-dense page Two devices showing the responsive behavior of a page containing a form

Collaboration

Collaboration

With the product team

We established shared rituals to integrate UX seamlessly into the product lifecycle. This included presenting our UX methodology and expected deliverables, mapping responsibilities across each phase of the design cycle, and visualizing the UX plan in shared documents aligned with the global roadmap. Over time, we refined this collaboration rhythm, ensuring smooth alignment and efficient decision-making during our weekly working sessions.

With the development team

My priority was to involve developers from the earliest stages of the design process, especially given the migration context and the technical challenges introduced by responsive layouts. By testing solutions both in Figma and in development environments, we were able to refine breakpoints and layout behaviors early, ensuring a seamless experience across devices.

Developers’ input helped us identify edge cases sooner and validate user flows with technical feasibility in mind. As a result, we enriched our handoff materials with detailed interaction states, accessibility considerations, and logic specifications to support accurate implementation.

Throughout development, we held weekly follow-up sessions to review component and layout progress, and conducted design reviews directly in test environments to ensure the final product remained faithful to the intended design.

Outcomes and impact

Outcomes and impact

Up to 3 times

faster key user paths thanks to a simplified navigation structure and the usage of smart shortcuts, modern components, and reusable layouts

Scannability

improved through consistent layouts that support different types of tasks

Adaptability

improved through a responsive interface validated across the range of client screen sizes and usage conditions

Feedback

improved through clearer guidance throughout user actions and error messages, reinforcing confidence and clarity

Alignment

strengthened with the SG Markets design system and BU, ensuring cohesion across the broader ecosystem

UX metrics

defined early with both the product and development teams to measure user adoption and overall experience quality

Next on

Next on

Orient'Est Métiers

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