Project Overview

Product Description: Global Entity Management System Portfolio Management is a product by CPU that centralizes and streamlines the management of corporate legal entities across multiple jurisdictions. It offers tools for managing entity data, tracking compliance, generating reports, and automating workflows.

Challenge: Enhance GEMSpm’s website by addressing user expectations and business requirements, transitioning design tools from UXPin to Figma, and adapting to the evolving role of a UX Designer within a collaborative, cross-functional team.

Timeframe: 1 Year & 3 Months

Tools: Azure, UXPin, & Figma

I. Research

User Stories

Objective:

Identify the expectations of what end users want out of future enhancements for GEMSpm, aligning with business requirements and leveraging current design trends

Key Note:

  • Sprint structured enhancement cycle, backlogs -> planning -> implementation -> review -> retro -> launch -> repeat

II. Design

Design Enhancements Over Time

Task Management

Tables for Financial Instruments

Modals for Financial Instrument Functionality

Key Takeaways

  • The project benefited from strong team collaboration, with regular design review meetings that ensured alignment on design goals and facilitated effective problem-solving.

  • The transition from UXPin to Figma led to a comprehensive redesign of GEMSpm, resulting in a more modern, intuitive, and user-friendly interface that aligned with current design trends

  • Navigating the shift from UX Researcher to UX Designer, the deep understanding of user insights was leveraged to directly influence the design process, significantly enhancing the project’s outcomes.

Next

Oahu ACA