The client portal had a modern UI, but internal systems were dated, creating a fragmented experience. I was tasked with developing a unified design system to bring consistency across all products.
The organization faced a fragmented product experience: a newly designed client portal contrasted with dated internal systems, creating inconsistency across platforms. To address this, a unified design system was introduced to consolidate the look and feel, and I led the effort to establish cohesion across all products.
This was done for a financial institution that had been around for 30 years at the time. They generally dealt with things on paper and were moving over to digital applications.
The dated interface fragmented experience, making it harder for users to navigate and complete tasks efficiently.
Using an Agile workflow, updates were made incrementally. Each sprint included small UX flow improvements, and UI changes were introduced when they added clear value without disrupting delivery. Over time, this led to a larger overhaul where all components were updated to the new UI. A key challenge was that many older components had been custom-built by developers, which complicated standardization. As this is an internal system, it gave us some leeway to adjust these in the sprints as they appeared.
The result was a refreshed product experience with streamlined flows, a consistent look and feel, and improved alignment with the newly designed client portal.
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