Case Management

Case management tools allows internal analysts and legal departments to research, track and manage regulatory issues. (Enter password to see the detailed case study.)

CASE STUDY (PASSWORD)

Improve decision making, workflows and reporting accuracy.

Overview

The project commenced with the evaluation of multiple legacy applications related to regulatory cases and the subsequent plan to retire some of them. The redesign allowed us to uncover and address multiple issues, including improving the efficacy of surveillance patterns to detect abusive activities such as layering, spoofing, algorithm gaming, and front-running

Objective

Improve data intake and workflow support as regulatory matters travel through different expert groups in organization.

Team

1 Product Manager, 1 Project Manager, 3 Business Analysts, 7 Developers, 1 Designer

My Responsibilities

  • Conducting user interviews
  • Documenting personas & journey maps
  • Designing branding and vision presentations for stakeholders
  • Creating interactive user flows to get ideas off the ground
  • Designing in-browser detailed wireframes for testing
  • Establishing user interface rules and interactions
  • Creating detailed mockups and prototypes for each epic and feature
  • Conducting moderated and unmoderated usability testing
  • Collecting user feedback via surveys or one-on-one observations
  • Documenting the UI style guide for developers
  • Working with dev teams on UI implementations

Talking

The user research started with talking to analysts, their managers and supervisors about their everyday challenges, responsibilities, painpoints and workflows. Personas and journey maps were created, and all work-related activities, procedures and workflows documented.

Case Management

Visualizing

Wireframes and high-fidelity mockups were used to validate our ideas in many iteration cycles. Testing was often conducted with a smaller group of selected users through direct observing both moderated and unmoderated.

Case Management

Prototyping & Testing

Wireframes and high-fidelity mockups were used to validate our ideas in many iteration cycles. Testing was often conducted with a smaller group of selected users through direct observing both moderated and unmoderated.

Case Management

Download the Case Management study for more information about all of my responsibilities on this project. Contact me to request a password due to NDA.

DOWNLOAD CASE STUDY

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