Sage
2025
Smart Funding and Savings Hub
A centralised financing hub that promotes multiple funding platforms and lenders for small and medium businesses using Sage 50 UK.
Overview
The problem
The previous invoice finance wizard, built several years ago for Sage 50 UK users, only supported funding for businesses through one of Sage's fintech partners. With the new shift to multi-source finance, the solution no longer complied. Satago have built a small panel of lenders and is no longer a lender itself. These lenders wish to leverage Sage technology with their sales teams. Furthermore, the Fintech team sourced a global broker platform, Swoop, to enable SMBs and Accountants to access multiple finance sources.
Challenge
Design brief
To design a centralised financial hub to test the attitude for alternative lending supplied by our business partners options among small and medium sized businesses in the UK.
Research
Existing solutions
Within Sage, this concept was a first experiment of its kind. As a designer I didn't have much framework to reference to apart from other hubs built for other purposes. I went on to research externally, predominantly browsing among systems that had a comparison element in the user flow. Amongst some solutions I looked for inspiration were: Compare the market, and Go compare.
Ideation
Designs
Reflection
