Studying workflows to increase investor efficiency

As the sole designer on the team I was responsible for the following:

• Creating comprehensive quantitative and qualitative research plans to gather insights from investors of all levels

  • Allowed us to create features in the platform that appealed to a wide range of user needs

• Synthesizing research for the data science team and presenting findings to operations and senior partners

  • Greater design and research advocacy helped secure more funding and resources for our team

• Conducting workflow research with investors to understand pain points in their overall process

  • Workflow research was a pivotal asset because it allowed us to integrate into the investor’s process, which decreased barriers to adoption by integrating the platform into previously defined workflows

• Used insights from research to make changes to previous platform

• Designed a priority focused landing page that did not exist before to support Investors in prioritization of tasks

• Improved visual design of review pages to increase ease of scanning for information and navigation

• Decreased amount of actions needed to complete a task within the platform by 50% in some workflows

• Created an integrated reminder system so investors would receive notifications in their email, which is where they spent most of their time completing tasks

• Worked closely with our developer throughout the process to be able to launch continuous updates

• Designed training materials and support documents to be shared with investors and their teams upon launch of new platform

Launching a completely redesigned platform after working with teams in multiple sectors allowed me to learn how to communicate effectively and with impact, better understand development processes, and how to manage a project through many phases and iterative launches.