Project Overview
This project focused on improving the user experience of a risk assessment platform used by a leading global financial institution. The platform was redesigned to address inefficiencies in assessing risks and controls, streamline workflows, and enhance operational resilience through a scalable, user-centered solution.
Background
Problem Statement:
The existing system lacked a systematic and intuitive approach for evaluating risks tied to operational units. This resulted in inefficiencies, inconsistencies in risk evaluation, and challenges in mitigating critical risks effectively.
The existing system lacked a systematic and intuitive approach for evaluating risks tied to operational units. This resulted in inefficiencies, inconsistencies in risk evaluation, and challenges in mitigating critical risks effectively.
Objectives:
• Build a robust framework for risk identification and assessment.
• Simplify workflows to improve usability and reduce cognitive load.
• Ensure data accuracy and reliability for informed decision-making.
Design Process
1. Research & Discovery:
• Conducted extensive research to analyze the limitations of legacy systems.
• Engaged in user interviews to identify pain points and understand workflows.
2. Requirement Gathering:
• Collaborated with business and engineering teams to define requirements amid ambiguous initial stages.
• Identified constraints in existing processes and proposed scalable solutions.
3. UX Principles & Strategy:
The following principles guided the redesign process:
The following principles guided the redesign process:
• Provide Information Space: Avoid overwhelming users by presenting only relevant details at each step.
• Enable Thoughtfulness: Simplify decision-making while maintaining accuracy and clarity.
• Design with Real Data: Use real data during the design process to understand the scale, edge cases, and flexibility required in the interface. Analyze data sets (e.g., Excel sheets) to identify patterns, outliers, and key user needs.
• Gain Efficiency Through Relevance: Minimize redundant steps while ensuring data relevance for tasks.
• Educate and Clarify: Offer clear rules, definitions, and contextual guidance to support users throughout the process.
4. Iterative Design Approach:
• Designed a scalable foundation that accommodates future needs.
• Analyzed feedback from user sessions to identify patterns and prioritize improvements.
• Partnered with engineering teams to ensure seamless implementation of design decisions while addressing technical constraints.
5. Key Improvements:
• Reduced navigation complexity by integrating relevant information into fewer clicks or screens.
• Enhanced clarity through contextual tooltips, inline explanations, and visual cues.
• Improved visibility of critical data directly within task views, eliminating unnecessary toggles or layers.
Comparison of Legacy vs Redesigned Platform
