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Workspace Analyzer
Workspace Analyzer
Project Type
Project Type
Web App
Web App
Role
Role
Lead Designer
Lead Designer
Turnaround
Turnaround
On-Going
On-Going
Cost
Cost
Salaried
Salaried
Introduction
SS&C Algorithmics' Workspace Analyzer is an enterprise SaaS solution revolutionizing financial risk management. Designed to empower financial institutions, it offers real-time data analysis, trend spotting, and problem identification, all within a single, configurable environment.
Introduction
SS&C Algorithmics' Workspace Analyzer is an enterprise SaaS solution revolutionizing financial risk management. Designed to empower financial institutions, it offers real-time data analysis, trend spotting, and problem identification, all within a single, configurable environment.
Problem Statement
The transition from on-premise to cloud-based infrastructure posed a significant challenge. While maintaining high performance and quick response times was crucial, migrating to the cloud required meticulous collaboration across product, development, and design teams.
Research & Discovery
To understand the intricacies of the financial risk management landscape, I conducted comprehensive generative research. Engaging with subject matter experts, project managers, and end-users, I gained insights into their daily tasks and data interaction needs. Subsequent evaluative research, including UX audits and usability testing, provided invaluable feedback on the existing product and competitive landscape. Armed with these insights, I charted a course for a successful transition to a cloud-based solution.
Design Process
After solidifying our plan, I facilitated collaboration between the product and engineering teams. I played a crucial role in roadmap discussions, ensuring timely delivery of essential features and driving the development of the MVP and subsequent iterations. Additionally, I prioritized tasks and epics for the engineering team, ensuring smooth quarterly releases and ultimately, customer satisfaction.
Results & Impact
Our efforts bore fruit, culminating in Workspace Analyzer's recognition as a Risk Technology award winner in 2022. The platform has been widely adopted by asset managers and banks globally, testament to its effectiveness in addressing diverse business, risk, and regulatory challenges. What's truly rewarding, however, is the collaborative spirit that permeated the project. Working hand-in-hand with product and engineering teams, we crafted an exceptional user experience that seamlessly integrates with the cloud while maintaining top-notch performance.
Lessons Learned
As Cillian Murphy wisely said in Oppenheimer, "Theory can only take us so far." The target audience for this product challenged conventional web design patterns and usage, prompting me to prioritize client feedback and research over theoretical design norms. As a designer, it's easy to become attached to a certain look or functionality, but true success lies in designs that meet the needs and expectations of users.
Let's work together!
If the success of this case study speaks to your needs and aspirations, I'm here to bring your vision to life. Reach out today to discuss how we can collaborate on your next project!
Problem Statement
The transition from on-premise to cloud-based infrastructure posed a significant challenge. While maintaining high performance and quick response times was crucial, migrating to the cloud required meticulous collaboration across product, development, and design teams.
Research & Discovery
To understand the intricacies of the financial risk management landscape, I conducted comprehensive generative research. Engaging with subject matter experts, project managers, and end-users, I gained insights into their daily tasks and data interaction needs. Subsequent evaluative research, including UX audits and usability testing, provided invaluable feedback on the existing product and competitive landscape. Armed with these insights, I charted a course for a successful transition to a cloud-based solution.
Design Process
After solidifying our plan, I facilitated collaboration between the product and engineering teams. I played a crucial role in roadmap discussions, ensuring timely delivery of essential features and driving the development of the MVP and subsequent iterations. Additionally, I prioritized tasks and epics for the engineering team, ensuring smooth quarterly releases and ultimately, customer satisfaction.
Results & Impact
Our efforts bore fruit, culminating in Workspace Analyzer's recognition as a Risk Technology award winner in 2022. The platform has been widely adopted by asset managers and banks globally, testament to its effectiveness in addressing diverse business, risk, and regulatory challenges. What's truly rewarding, however, is the collaborative spirit that permeated the project. Working hand-in-hand with product and engineering teams, we crafted an exceptional user experience that seamlessly integrates with the cloud while maintaining top-notch performance.
Lessons Learned
As Cillian Murphy wisely said in Oppenheimer, "Theory can only take us so far." The target audience for this product challenged conventional web design patterns and usage, prompting me to prioritize client feedback and research over theoretical design norms. As a designer, it's easy to become attached to a certain look or functionality, but true success lies in designs that meet the needs and expectations of users.
Let's work together!
If the success of this case study speaks to your needs and aspirations, I'm here to bring your vision to life. Reach out today to discuss how we can collaborate on your next project!