Canadian Bankers Association

Member Extranet Portal User Experience Design
User Experience Design
Information Architecture
User Experience Strategy
UI Design
Low-Fidelity Prototyping


The CBA is one of Canada’s oldest associations with a long history of participating in public policy formation that contributes to a sound, thriving banking system. As part of its service to member banks, the CBA provides a secure portal ( that allows individuals and committees on various topics to meet, collaborate, share documents, and correspond on multiple issues.

Through a digital agency partner, we worked with the CBA in 2017 to modernize the extranet experience and to deliver an elevated service to its members through an improved web application.

This project included rethinking how existing functionality could better serve members, improving overall usability to address user feedback, and establishing a scalable framework that would support growth as the CBA added new features. Specifically, our scope for this engagement included:

  • Leading workshops with CBA stakeholders to define and prioritize objectives for the extranet redesign project
  • Creating detailed user flow diagrams, use cases, and interactive visualizations to illustrate future-state functionality and behaviors
  • Developing an extensive set of interactive wireframe prototypes to depict proposed state, incorporating modern UX principles and UI conventions for viewing/editing data
  • Creating an intuitive, simple visual design founded on Google’s Material UI design system
  • Working collaboratively with internal development teams (front and back end) to realize the proposed UX and visual design into the application

Engagement details

A particularly challenging part of this engagement had to do with varying access levels/user accounts, which dictated what content (or even entire sections of the application) were visible or accessible. This involved creating different states for prototype screens that changed depending on the user’s access level.

Other enhancements introduced as part of this engagement included:

  • Simplifying processes by introducing multi-step flows for everyday tasks like uploading documents, sending correspondence or scheduling meetings
  • A responsive design, allowing bank members to access the extranet on any device type


Axure RP
High-fidelity prototyping
User interface design
User journey mapping

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