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Australian Payment Plus Testing Portal

AP+ Testing Portal

The AP+ Testing Portal at Australian Payments Plus is a non-mobile first web application built to replace manual, spreadsheet-heavy certification workflows.

It enables banks, fintechs, and merchants to self-serve certification against AP+ payment products, while giving AP+ admins structured tools for workflow templates, attestations, exceptions, and reporting.

By digitising certification, the portal reduced manual effort, improved transparency, and accelerated member onboarding across the AP+ ecosystem.

Delivery

Contracted for the delivery of phase 2 of the Testing Portal, I helped delivered two key pillars:

  • Certification Workflow Template Management

    • AP+ Testers can create, edit, and manage templates with steps, tasks, test case linkages, dependencies, and reports.

  • Member Certification

    • Participants can view assigned workflows, complete attestations, raise exceptions, and track progress.

    • Built secure access hierarchies for managing permissions and documentation.

 

AP+ Testers can create, edit, and manage templates with steps, tasks, test case linkages, dependencies, and reports.

Problem

Before the Testing Portal, certification relied on excel spreadsheets and back-and-forth communication.

  • Participants: faced slow and long processes.

  • AP+ Testers: struggled with tracking attestations, exceptions, and progress through manual processes.

  • AP+ overall: suffered from integration delays and higher operational costs.

The challenge

To build a scalable, self-service web application that could handle complex certification workflows while meeting compliance standards (e.g., Reserve Bank of Australia).

To set up a design system as well as rework phase 1 designs. The design system went on to facilitate for a smooth design to code handoff using Figma MCP server and ai (github co pilot/ Amazon Kiro).

 

Approach

I facilitated stakeholder and user feedback sessions to align on goals, constraints, user needs and pain points, using the findings to inform on design solutions.

  • Personas summaries

  • User Journey Mapping

  • User feedback

  • Landscape review (study similar products and workshop the best ideas with stakeholders)

  • Defining success metrics through heuristics evaluations e.g error rates, drop out rate in usability tests, then iterated designs to reduce friction at critical moments

 

Scope

Stakeholders management

UX facilitation

Cross-collaboration

Content strategy

Information architecture

User interface and detailing

Figma-to-code workflow

 

Information Architecture

  • Based on the findings, mapped out how content and functions are organised before deciding how they look. The purpose was to prevent design from being driven by visuals instead of logic. This also ensure new features can fit into the system logically without breaking hierarchy

  • Identifies navigation gaps and redundancies early by gathering feedback from the cross-function team especially engineers.

  • Gives engineers a clear structural map of the product, so design and development decisions stem from the same logic.

User Feedback

Key insights included:

  • Bulk action gaps: need for faster clone, copy/paste, and multi-delete.

  • Navigation issues: the page resetting after edits and difficulty scrolling large lists.

  • Visibility needs: showing test names in list view and toggling field visibility.

  • Performance expectations: smoother pagination and load times for large datasets.

  • Validation clarity: clearer distinction between blocking errors and warnings.

 

Information architecture of the organisation workflow

 

Member Certification

User Problems

  • No single view of attested milestones, uploaded evidence, or exceptions.

  • Inconsistent review actions and comment tracking across reviewers.

  • Limited visibility on member progress and feedback history.

Solutions

  • Built a centralised review interface showing context, attested Test Cases, Exceptions, and Evidence in one view.

  • Added inline decision controlsApprove, Reject, Refer Back – with mandatory comments for traceability.

  • Introduced a refer-back workflow allowing members to revise submissions without losing version history.

UI Principles

  • Efficiency: Key actions surfaced inline to reduce navigation and review time.

  • Transparency: Shared visibility of comments, status, and evidence between both parties.

  • Consistency: Unified layout and states across attestation and review flows for a seamless experience.

 

Certification milestone

This context page provides external banks and merchants a clear, structured flow for completing each certification milestone by a deadline set by our internal users.

It displays required steps, linked test cases, statuses, and dependencies in one place, guiding Participants through what to do next and enabling them to progress confidently with transparency and consistency.

I designed a scalable structure for showing steps, tasks, and sub-tasks integrated with complex business logic for both external and internal facing views.

This ensures system scalability.

 

Exceptions

  • Banks or merchants raising exceptions to test steps that they cannot complete

  • AP+ Testers approving the exception

 

Attestation

  • Banks or merchants attesting to test case completion to compliance standards

  • AP+ Testers approving the attestation


Impact

  • 20–30% reduction in manual effort for internal testers by replacing spreadsheets with structured workflows.

  • Enabled self-service certification for banks, fintechs, and merchants, reducing onboarding friction.

  • Improved cross-functional collaboration by aligning design outcomes with team OKRs.

  • Designed end-to-end certification workflows supporting regulatory compliance.


Design System and design to code

Key contributions:

  • Structured Figma files using atomic design principles, auto layout, layer naming, annotations to enable reliable component translation

  • Worked with FE Engineer to develop instructional files and prompt libraries that encoded design system principles for AI code generation

  • The instructional files include instructions such as responsive patterns, accessibility requirements, and component hierarchy

  • Together with the Frontend Engineer experimented, refined and improved a figma-to-code process using Figma MCP server (Learn more on my substack)

  • Standardised tokens and design system best practices, reference component and UI patterns in React Aria to enable smooth handover

  • Collaborated with Frontend Engineer to establish design token naming conventions between Figma tokens and CSS custom properties, making AI-assisted development more reliable and reducing technical debt.


Achievements

  • Refined and improved a figma-to-code process using Figma MCP server (Learn more about the best practices and my learnings)

  • Delivered production-ready Figma files, ensuring smooth handover to front-end engineers.

  • Demo best practices and systems thinking to designers and Frontend engineers to improve the above workflows (Dev mode, instructing ai model)

  • AI-enabled workflows:

    • OpenAI Custom agent - UX QA agent to produce reports of manual testing

    • Employ the use of Playwright in the code base to test acceptance criteria.

    • AI-optimised specifications and context driven coding workflow