The Overview page is designed to give school administrators a clear, real-time snapshot of their financial status. It consolidates key information such as incoming and outgoing payments, pending invoices, and overall cash flow into an easily digestible format. This gives schools quick assess to their financial health, and help them make informed decisions to manage their resources more effectively.

The loans (Income Advance) tracking page is designed to help users keep tabs in a clear and organised manner.  I incorporated a clear repayment tracking system within the platform, allowing schools to monitor their outstanding loans and manage repayments without any hassle. Important due dates highlighted, ensuring schools are reminded of upcoming payments.  

Repayments can easily be monitored on the payment history tab which offers a detailed past transaction and repayments logs. to manage Loan breakdowns easily Interests Accrued and any other associated fees for late repayments are properly presented giving  a full size overview of their Loans

The Steward platform includes a robust student management system that centralizes and organizes all student-related data, from personal information to academic records. By assigning unique student codes, the system ensures that schools can easily track and manage individual student details, maintaining accurate and accessible records.

In addition to managing student information, I designed the platform to handle class management efficiently. Schools can organize class rosters, schedules, and teacher assignments seamlessly, which streamlines the daily operations and enhances the overall academic experience for both students and staff.

The student management module is also integrated with the payment system, allowing schools to set up and manage fee structures tailored to different classes and student categories. This integration ensures accurate fee assessment and simplifies the collection process, reducing administrative burdens and allowing schools to focus more on education.

In designing Steward’s payment management system, I focused on consolidating all financial transactions—both inflows and outflows—into a single, unified flow. This included creating a comprehensive dashboard where schools could manage tuition fees, donations, operational expenses, and other financial activities, streamlining oversight and control.

To ensure financial security and accountability, I implemented permission levels and approval workflows, allowing only authorized personnel to access or approve significant transactions. I also developed an income advance feature that provides schools with short-term financial support for operational costs, along with a payment rectification system to handle transaction errors and ensure accuracy.

While we initially planned to include a full payroll system, we decided to postpone this feature to a future version to focus on refining the core payment functionalities for the platform’s initial release.

While making school management and operations easier, particularly in the area of school licensing. The platform streamlines the entire process, guiding schools through document submission and compliance checks, eliminating the complexities of paperwork and legal procedures.

Initially, We focused on document submission and progress tracking, but after gathering user feedback, we added automated compliance checks to further reduce administrative burdens. This improvement ensures that all necessary documents meet local regulations, making the approval process smoother and more efficient.

By simplifying school licensing, The systems enabled quicker approvals and reduced administrative strain, allowing schools to focus more on their core mission—providing quality education.

As part of the broader Steward platform, we recognized that parents often struggled with managing school payments, leading to missed deadlines and confusion. To address this, I designed a dedicated parent portal that centralizes all payment-related information. The first version of the parent portal included a centralized dashboard and detailed payment history, providing parents with a clear overview of all upcoming, due, and past payments.

Iterative Improvements:
Based on user testing and feedback, we added payment notifications to alert parents of due dates and successful transactions, as well as scheduled payments, allowing parents to plan and automate their payments in advance.

Impact:
The integration of the parent portal into the Steward platform significantly improved the payment experience for parents, leading to higher on-time payments and reduced administrative work for schools. Parents found the platform intuitive and efficient, enhancing their overall satisfaction and contributing to the financial stability of schools.

With the need for  comprehensive management of product data,  to ensure that all aspects of the platform are functioning correctly and efficiently.

The Lighthouse Super Admin dashboard was designed as a powerful tool for Steward's relationship managers, enabling them to efficiently manage the schools registered on the platform. Through Lighthouse, relationship managers can oversee and assist with various administrative tasks, including approvals, account management, and resolving any issues schools may encounter. The dashboard was crafted with a focus on ease of use, providing a comprehensive view of each school's status and allowing for quick, informed decision-making to support smooth operations across the board.