Unblocked a critical business bottleneck by reengineering how cross-functional teams, tools, and data handoffs were orchestrated — collapsing fragmented, multi-team processes into one automated workflow.
To comply with NDA requirements, this case study omits proprietary business logic and utilizes a modified design system. The UX logic, information architecture, and business impact represent the actual work delivered. Full case study can be shared privately.
A critical operational process was challenged when handling a sudden surge in client requests triggered by shifting market conditions. This process is a high-stakes, manual ordeal because of its nuance in nature. Human error only was discovered after data in the system, which caused additional correction work and regulatory violations. Business stakeholders turned to our strategic platform for help.
14
Days
Time to complete
9
Different tools
Across 4 separate teams
18
Manual touchpoints
Per process
10
Manual data transfers
Between teams
I led the fundamental rethinking of how these cross-functional teams interacted, moving beyond interface design to redesign the core operational workflow.
I used service blueprint to identify a critical timing risk, leading to an architectural reversal where one team was brought in earlier.
Capturing governing rules and data upfront enabled downstream processing automation
The reversed order shifted team's priority, which turned a process of 14 days into a one-day timely completion
Front-loaded real time data validation in one system eliminated human errors and after-match data reconciliation
Let users give instructions to system automation to eliminate manual labor while covering nuance cases
Unified a convoluted process into a guided experience in one workflow, removing the needs for tooling and workarounds.
COMPLETION TIME REDUCTION
14 → 1
Business days
PROCESS CONSOLIDATION
9 → 1
Tools used
DATA INTEGRITY
Zero
Manual data transfer / manipulation / reconciliation
STRATEGIC GROWTH
4X
Speed up platform onboarding
