Quick Overview

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Customized ChatGPT for Capital Markets

Challenge: Our objective was to develop a customized ChatGPT tailored specifically for highly regulated industries like Capital Markets. We faced the challenge of refining the visual organization and usability of the ChatGPT to ensure optimal effectiveness. Additionally, we aimed to provide comprehensive visibility across various projects for line of business users, accompanied by valuable visualizations and content. The ChatGPT needed to possess the capability to handle complex inquiries regarding unstructured content and processes, enabling users to obtain accurate answers efficiently.

Solution: We initiated an iterative design process, exploring numerous layout ideas and leveraging a working prototype to make refinements. Through this iterative approach, we fine-tuned the visual organization of the ChatGPT, ensuring optimal usability and effectiveness. We focused on providing comprehensive visibility across projects, incorporating valuable visualizations and content. Additionally, we equipped the ChatGPT with the capability to handle complex inquiries regarding unstructured content and processes, facilitating efficient access to accurate answers.

• Developed a customized ChatGPT tailored for highly regulated industries like Capital Markets.
• Refined the visual organization and usability of the ChatGPT through iterative design and prototyping.
• Provided comprehensive visibility across various projects for line of business users, accompanied by valuable visualizations and content.
• Enabled the ChatGPT to handle complex inquiries regarding unstructured content and processes, facilitating efficient access to accurate answers.

Conclusion: By employing an iterative design process and focusing on user needs, we successfully developed a customized ChatGPT tailored for highly regulated industries like Capital Markets. The refined visual organization and enhanced functionality ensure optimal usability and effectiveness, empowering users to make informed decisions efficiently.

I was the primary UI and UX designer and worked closly with the product team and engineers on this project.

Visual Process Discovery Solution

Challenge: Designing a visual process discovery solution presented a significant challenge. I was tasked with developing multiple unique display methods tailored to each module, aiming to refine them through iterative processes. Feedback from both in-house experts and clients played a crucial role in guiding the evolution of these designs.

Solution: To address the challenge, I adopted an iterative approach to design, creating dozens of unique display methods tailored to each module within the visual process discovery solution. Through continuous refinement and iteration, I ensured that the designs met the requirements and expectations of both in-house experts and clients. Their feedback played a pivotal role in guiding the evolution of the designs, allowing for adjustments and enhancements to be made as needed.

Outcome: The resulting visual process discovery solution provides users with a comprehensive toolset for engaging in diverse analytical tasks. Within the dashboard, users can perform various analytical tasks, including trend analysis, anomaly detection, predictive modeling, and correlation analysis. The solution's versatility and effectiveness empower users to extract valuable insights from their data, facilitating informed decision-making and driving business success.

Conclusion: By leveraging an iterative design approach and incorporating feedback from stakeholders, I successfully developed a visual process discovery solution that meets the needs and expectations of users. The solution's diverse analytical capabilities enable users to explore data, identify patterns, and derive actionable insights, ultimately driving business growth and success.

I was the primary UI and UX designer and worked closly with the product team and engineers on this project.

Actionable Data List Creation Process

Challenge: Our objective was to establish an intuitive process for creating and editing an Actionable Data List, placing a strong emphasis on a distinctive design flow. The challenge involved ensuring that the solution was user-friendly and seamlessly integrated with existing workflows.

Solution: To address the challenge a direction was chosen after many iterations and new ideas worked out. We employed a working prototype, which proved invaluable in making informed decisions. This prototype provided a tangible representation of the solution, enabling us to gather feedback, identify potential issues, and iterate quickly to achieve the desired outcomes. We incorporated features such as autocomplete, predictive search, and the option to modify existing term sets, saving users time and enhancing efficiency. Through this iterative approach, we ensured a seamless and user-friendly experience for our users.

Outcome: The resulting process for creating and editing an Actionable Data List is intuitive and user-friendly, thanks to the iterative design approach and the incorporation of valuable features. Users can easily navigate the process, leveraging features such as autocomplete and predictive search to streamline their workflows. The working prototype played a crucial role in refining the solution, ensuring that it meets the needs and expectations of users.

Conclusion: By leveraging a working prototype and employing an iterative design approach, we successfully developed an intuitive process for creating and editing an Actionable Data List. The incorporation of features such as autocomplete and predictive search enhances efficiency and usability, resulting in a seamless experience for users. This iterative approach allows us to continually refine and improve the solution to meet the evolving needs of users.

I was the primary UI and UX designer and worked closly with the product team and engineers on this project.

Streamlining Data Reconciliation Process

Challenge: Our UX design objective was to streamline the data reconciliation process by defining a user-friendly workflow. This involved extracting, adjusting, and flagging data from both structured and unstructured sources, automating what was previously a manual task.

Solution: Through our UX-focused approach, we aimed to enhance the accuracy and efficiency of the reconciliation process. By leveraging user-centered design principles, we developed an automated solution that significantly improved the accuracy rate from 60% (prior to automation) to 98%. Our solution streamlined the workflow, allowing users to extract, adjust, and flag data seamlessly. The intuitive design of the workflow reduced errors and saved time, ultimately optimizing outcomes.

Outcome: The implementation of our UX design solution resulted in a remarkable improvement in the accuracy and efficiency of the data reconciliation process. The transition from manual to automated reconciliation significantly increased the accuracy rate to 98%, demonstrating the effectiveness of our UX design in optimizing workflow and outcomes. Users now benefit from a streamlined and user-friendly process, allowing them to reconcile data with greater precision and efficiency.

Conclusion: By focusing on user needs and leveraging UX design principles, we successfully streamlined the data reconciliation process. Our automated solution significantly improved accuracy rates and efficiency, demonstrating the tangible impact of UX design on workflow optimization. This case study highlights the importance of user-centered design in driving meaningful improvements in business processes and outcomes.

I was the primary UI and UX designer and worked closly with the product team and engineers on this project.

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