Select Work
Product Design & Strategy
NetX360+
NetX360+ is BNY Mellon | Pershing’s next generation advisor and custodian platform, having more than 100,000 active users. I led the experience design vision, strategy and implementation of the web version. Partnered with business teams and applied a user-centered design framework to understand gaps and conduct user research. Oversaw the creation and execution of the new, modern design.
NetX Investor (NXI) Redesign
NXI is an investor-facing platform with 600,000-700,000 active monthly users adopted by 900+ firms. As the Head of UX, I spearheaded its redesign from strategy to execution.
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Staff-360 Portal
Year Up United is a Workforce development organization. It employs a variety of platforms and technologies (such as Learning Management Systems, Salesforce, and internal applications) for managing the training programs and internal operations and workflows. These technologies are not well-integrated or as easy to use resulting in less than desired staff and student experience. Two new generation portals (Staff-360 and Student-360) were envisioned to amend the situation. This is the story of Staff-360.
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NetXServices Portal
NetXServices is the digital place for client firms of BNY Mellon | Pershing to educate themselves about and leverage integration solutions (such as APIs and micro front-ends) to meet their business needs. This initiative involved designing and building this digital solution from scratch. My role was to lead its experience design end-to-end: From concept design to implementation through of our agile development process.
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User Research & Design Ops
User Research Practice
Institutionalized User Research as a practice within our Product Design Process. User Research is conducted at two levels: (i) at the strategic level, in partnership with business stakeholders, to understand pain points and opportunities for digital transformation, and (ii) at the project level to evaluate concept design, conduct usability testing and support agile team cadence. Introduced best practices such as personas, user journey mapping and remote usability testing. Implemented research Ops to achieve scalability with tools such as Maze and EnjoyHQ.
Case Study: End-to-End Student Experience Journey Map
YUU is a work force development organization. Through its Career Pathwats (CP) training programs it provides young adults with access to economic opportunity and mobility in many of the America's well-known companies. A research program was conducted aimed at understanding and documenting the young adult (student) experience as they navigate their training journey (from Enrollment to Learning and Development or L&D). This research focused on the L&D experience. Findings are used to:
(i) Improve the design of training programs
(ii) Form the basis to build the organization's Service Design Model
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Art of the Possible
Envisioned a seamless, well integrated mobile digital experience for opening an investment account, funding the account and placing trades, all within a few minutes, by leveraging the organization’s API ecosystem. The strategic goal was to demonstrate the FinTech-like capabilities of the organization.
HORIZON Design System
Managed the implementation of the first-ever complete design system at BNY Mellon - a central location for sharing component code and best UX design practices. The system was built using Zeroheight which we integrated with Figma and Storybook to publish the UI designs and the respective component code.
