corey robertson
corey robertson
From Silos to Synergy

I led the discovery and strategy portion of the project, facilitating interviews and workshops, creating process flows and architecture maps and directing insights and recommendations for the platform’s future. These served as the basis for further work delivering designs for key screens and workflows across the platform’s primary user groups.

Category

UX/UI Design

Company name

Top Financial Institution

From Silos to Synergy

I led the discovery and strategy portion of the project, facilitating interviews and workshops, creating process flows and architecture maps and directing insights and recommendations for the platform’s future. These served as the basis for further work delivering designs for key screens and workflows across the platform’s primary user groups.

Category

UX/UI Design

Company name

Top Financial Institution

The Problem to Solve

We were asked to help determine a unified vision for a new workforce management platform, making information architecture and design updates to the in-progress MVP. Clear design language, optimized dashboards, and a UX overhaul balance efficiency and user experience.

The Breakthrough Approach

  • Conducted stakeholder interviews culminating in a Vision Workshop to align product partners within different workstreams to a single platform mission

  • Performed information architecture audit to assess current state, identify issues, and make recommendations

  • Created standardized design patterns for use across the site, ensuring a seamless feel across workstreams

  • Redesigned landing pages and dashboards to improve navigability and surface key information sooner

What We Achieved

  • The Vision Workshop revealed key opportunities to improve strategic alignment across previously siloed teams.

  • Detailed process flows for each work-stream across the platform highlighted early intervention points to resolve long-standing pain points.

  • By simplifying early-process navigation and designing dashboards that immediately surface key functions and actionable information, support staff can now resolve customer issues more quickly.