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Reimagining Deal Manager

Link
Project

Role

Product Designer, UX Researcher

Mar, 2022 - Nov, 2022

Skills used

Backlog Prioritization

Design Sprint

Design Systems

Product Design

Product Strategy

UX Design

User Research

Visual design

Experience

I managed a team of 2 team members on this project

Reimagining Deal Manager

Deal Manager is BNY's core platform for managing Corporate Trust workflows, handling complex financial tasks but hindered by fragmented systems and a difficult user experience. This project aimed to streamline the platform and enhance user adoption.

My Contributions

I led design thinking workshops, synthesized user insights, and introduced a unified design system, creating a more efficient and cohesive platform experience. My work focused on reducing duplicative workflows, improving navigation, and delivering a consistent design strategy.

Outcomes

The redesign achieved a 78% increase in user adoption and a 63% reduction in task completion time, establishing Deal Manager as a vital tool for internal teams.

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