Allan.
UX Case Study — Fintech × Conservation

PBSAP Investment Platform

A digital platform that connects investors, organizations, and communities to fund and support biodiversity conservation initiatives across the Philippines.

Role
UI/UX Designer
Duration
4–8 weeks
Tools
Azure, Adobe XD, PS, AI
Designed a platform that simplifies complex environmental and investment information into an accessible and trustworthy experience.
PBSAP platform dashboard preview
4–8
weeks, end to end
03
distinct user segments
05
stage design process
06
core product screens
01 Overview

The problem, the goal, and what success looks like

Problem

Environmental initiatives and investment opportunities involve large amounts of information that are difficult to understand and navigate.

Goal

Create a platform that helps users explore projects, understand opportunities, and participate with minimal friction.

Success criteria

  • Improve content discoverability
  • Reduce navigation complexity
  • Present data in a clearer format
  • Support easier decision making
  • Create a consistent experience

Information density

Large amounts of content needed organizing without overwhelming users.

Multiple user types

Different goals and expectations between investors, organizations, and general users.

Data presentation

Investment and environmental data needed to be clear, transparent, and trustworthy.

02 Primary Users

Three audiences, three very different needs

Every screen had to serve investors, organizations, and everyday visitors at once — without any one group slowing the others down.

Investors

Goals

Explore opportunities, understand projects, make informed decisions.

Pain points

Too much information, difficult comparisons, unclear navigation.

Organizations

Goals

Showcase projects, reach potential investors, share impact information.

Pain points

Information complexity, low visibility, communication challenges.

General users

Goals

Learn about biodiversity projects and support initiatives.

Pain points

Unfamiliar terminology, information overload.

03 Design Process

A user-centered path from research to refinement

Five stages across six weeks — structuring complex information before ever touching visual design.

WEEK 1

Research

  • Competitor analysis
  • Stakeholder interviews
  • User needs & pain points
WEEK 2

Structure

  • Information architecture
  • Content prioritization
  • Navigation strategy
WEEKS 3–4

Create

  • User flows
  • Wireframes
  • Design exploration
WEEK 5

Iterate

  • Stakeholder feedback
  • Layout refinements
  • Usability considerations
WEEK 6

Refine

  • UI design
  • Prototype
  • Final adjustments
04 Craft

From early explorations to final decisions

Early wireframes
Early wireframe sketch 1
Key design decisions

Card-based layout

Breaks down complex information into digestible sections.

Visual hierarchy

Important content and actions are emphasized for quick decisions.

Progressive disclosure

Detailed information appears only when users need it.

Consistent navigation

A persistent sidebar provides quick access across all pages.

Trust & transparency

Clear data presentation builds confidence and credibility.

Accessible experience

High contrast, readable typography and simple interactions.

Product screens — final design

Key screens that demonstrate the final experience
Landing page screen
SCREEN 01

Landing Page

Introduces the platform, mission, and key biodiversity initiatives.

Targets screen
SCREEN 02

Targets

Presents the PBSAP targets with clear visual hierarchy.

Province details screen
SCREEN 03

Project Details

Detailed project information, impact metrics and location.

Get involved screen
SCREEN 04

Get Involved

Encourages users to take action and support projects.

Join and donate screen
SCREEN 05

Join / Donate

Simple and secure process to join and participate.

05 Impact

Results and what I'd do differently

Results & outcomes

  • Simplified navigation and improved content discoverability
  • Organized complex information into scannable layouts
  • Created reusable components and a design system
  • More consistent and cohesive experience across pages
  • Facilitates better understanding and decision making

This project highlighted the importance of balancing visual design with strong information architecture. Organizing complex environmental and investment information was as important as creating an engaging interface.

If I were to revisit this project, I would conduct usability testing with real investors and stakeholders to validate navigation flows and content organization.

Like what you saw?

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