Citigroup, Revamp

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About the Project

The consumer division at Citi is undergoing a complete revamp program to rethink and redesign their enterprise applications to reduce manual processes, ease frictions in using their applications and retire their legacy applications.  As a UX lead I coordinated the project with an interdisciplinary team of designers, developers, analysts, and business to craft a world class user experience for their internal enterprise SSO Onboarding and Project Tracking applications. 

Design Process

One of the challenges with the project was to transform their waterfall project to hyper agile three weeks delivery cycle. I started the project by engaging stakeholders to apply design-thinking principles as a means to re-engineer an internal work-stream and translated the business requirements into user stories. Next step was to research what will allow to jump start on major design decisions and together solve complex problems across user journeys, manual processes, dashboards, entitlements, reporting platforms, and portals.

Implementation

Step 1 Created personas and journey maps

Step 2 Led a discovery workshop among stakeholders in order to identify a minimal viable product (MVP). Prioritize features and produce a workable prototype.

Step 3 Partnered with an Agile team to deliver a digital solution via rapid prototyping, wireframes, annotations, comps and usability studies

JP Morgan, Wealth Management 

Goal Based Financial Planning Application used by JPMC’s financial advisors to help their clients achieve their objectives.

Goal Based Financial Planning Application used by JPMC’s financial advisors to help their clients achieve their objectives.


JP Morgan, Credit Risk Application

Integrated Credit Risk Application is s strategic tool to manage all Core Credit functions (Managing/Monitoring Limits, Exposures) across all products. iCRD brings together all credit risk data and credit risk functions in a single easy to use tool …

Integrated Credit Risk Application is s strategic tool to manage all Core Credit functions (Managing/Monitoring Limits, Exposures) across all products. iCRD brings together all credit risk data and credit risk functions in a single easy to use tool and presenting them in an intuitive way.


TD Ameritrade, Trader Dashboard

Wealth management Application for Advisors and their Clients for TDA Institutional.

Wealth management Application for Advisors and their Clients for TDA Institutional.