What I did

• Mapped the problem space: stakeholder interviews, existing research, analytics review.

• Set direction with the PO: clear UX goals, success metrics, constraints and a phased delivery plan.

• Story-mapped the journey: FigJam flows, user stories, and feature slicing with PO and tech lead

• Prototyped & tested early: unmoderated tests on UserTesting to move fast (no researcher available initially), paired with a UX writer for tone.

• Defined the north star: designed the end state first, then scaled back into milestones.

• Partnered with engineers: tickets in Jira, Figma specs, design reviews, UAT checks, design-system and WCAG AA compliance.

Key design decisions

• Search first: introduced an investment search to browse the full asset universe with filters that reflect real goals (e.g., sectors, risk, themes).

• Educate in context: surfaced the right data at the right moment so users could compare and act confidently.

• Friction down, clarity up: trimmed steps, simplified IA, and aligned naming across the journey.

Constraints I navigated

• No dedicated researcher early: used unmoderated testing to validate fast.

• APIs & data reality: worked closely with key stakeholders on what we could launch now vs. later.

• Risk & compliance: secured approvals without bloating the UI, and kept everything accessible.

How I helped the business

Brought stakeholders into research (observations and playback sessions) to build trust in evidence.