The problem
Analysts managing multi-asset portfolios worked across four disconnected tools: a risk system, a transaction feed, a spreadsheet tracker and a reporting module. They spent 2–3 hours every morning assembling data before any analysis could begin.
What I did
- Owned requirements, prioritisation and the roadmap, presenting direction to leadership across 5+ planning cycles.
- Ran sprint and release planning and estimation sessions across design, frontend and backend workstreams.
- Specified 30+ user flows for portfolio analytics, risk monitoring, transaction visibility and decision dashboards.
- Defined every production data scenario with backend engineers before build.
- Led design from a blank canvas to a production design system that let engineering build modules in parallel, and mentored 2 designers through weekly reviews.
- Turned regulatory and compliance requirements into 40+ testable acceptance criteria across 3 modules.
Results
- 20% faster design to development
- 1–2 weeks of rework saved per release
- ~15% fewer revision cycles
- ~1 week faster decisions per planning cycle
- 0 design-related compliance flags at QA