What problem did I solve?
How did I help the company to save more money?
How did I make user more happy?
What challenges did I face and how did I overcame it?
Before/After
How did I iterate on my design
1️⃣ Final solution (hero)
2️⃣ Problem → Research → Insights
3️⃣ Early exploration (document-first)
4️⃣ Constraint discovery
5️⃣ Final design (again, reinforced)
6️⃣ Learnings
This case study is presented at a high level and excludes sensitive or confidential information.
Document Center Redesign
Redesigned the Document Center experience to improve document discoverability and reduce user friction while working within legacy technical constraints.
Role
UX Designer
Team
UX Designer, UI Designer, Content Designer, Researcher
Scope
Research synthesis, UX strategy, wireframes, testing support
User Impact
Business Impact
Clearer document organization and navigation
Reduced effort required to locate important documents
Improved confidence when interacting with financial documents (based on usability testing feedback)
Avoided costly backend changes by adapting the solution to existing architecture
Reduced future design and development risk
Established a scalable UX foundation for future document-related features
Problem Statement
The existing Document Center interface was outdated and made it difficult for users to quickly locate important financial documents.
Research & Insights
Design goal: Improve document discoverability while reducing cognitive load.
Explain your UX decisions:
- Information architecture changes
- New navigation logic
- Content clarity improvements (mention content designer collaboration
Images:
Early wireframe → refined wireframe → final UX direction
Before/After
Final UI designed in collaboration with Product Designer [Name].
Designing within legacy systems requires strong UX prioritization
Early technical validation is essential
Collaboration across design, research, and content leads to stronger outcomes
I led UX strategy, research synthesis, and wireframing.
Final UI was completed by my design partner, with support from content and research teams.
Learnings & Reflection
Role & Collaboration
Inputs
Key Insights
Prior research
User feedback
Analytics
Usability testing with researcher
Users struggled to understand where documents were located
Navigation patterns felt outdated and unintuitive
Users wanted faster access to key documents
Design Direction & UX Strategy
Challenge
How you adapted
As the design evolved, technical constraints required the solution to operate within existing backend logic.
Early design direction explored more structural changes
Usability testing validated the direction
Technical constraints surfaced
Final UX preserved core improvements within frontend limitations
