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Unifying a large scale banking project





TEAM

Team and methods information

METHODS

Team and methods information

OVERVIEW

a prototype of the new dashboard

Note: The mock-ups in this case study have been scrubbed of sensitive/client-specific data.


As a consultant at Accenture, I led a UX/UI team for one of the top 10 global (top 3 in the US) financial institutes.


a prototype of the new dashboard

The goal of this massive project was to design and implement backoffice enterprise software to onboard international corporate clients using Pegasystems.


a prototype of the new dashboard

I was reponsible for:

• Strategizing with stakeholders/product teams
• Designing and testing dozens of user flows and user interfaces, as well as the usability testing to validate them
• Integrating multiple systems (of datasets and tools)
• Unifying the entire application with consistent UX/UI design
• Redefining the cross-collaboration process with the technical teams
• Reviewing development work


a prototype of the new dashboard