Key solutions

Calendar

Solution: The calendar is a single place to see all upcoming tasks, broken down by different groupings, such as by Workflow and Entity.

Dashboard

Solution: The Dashboard serves as the central place to get a story of the status of the team's progress for the Close.

Navigation

Solution: The navigation was a real challenge, as it was not a typical and simple navigation. Addressing the information architecture of the different sections and pages, I created a new app-wide navigation.

Tables

Solution: Tables are the heart of the application, and having tables that are easy to ingest and interact with was key. Many micro-interactions were incorporated. The tables were designed system-wide, and not on their own, as they have to work as an entire system.

Tasks

Solution: Tasks is the heart of the application, so it was important to create a clear table that surfaced just the right amount of information and actions.

Reconcilliations

Solution: What could be a cumbersome and difficult to use table, Reconciliations turned out to be an intuitive process.

Wizards

Solution: Introducing wizards and walk-through's greatly helped with onboarding, gathering information, and setting up processes.

Modals

Solution: Well-designed modals enable users to concentrate on the task at hand in a straightforward and focused manner.

Reports

Solution: Interactive reporting tables are beneficial for presenting complex data and allowing users to engage with it.

Single Items

Solution: The application lacked a unified item view where all information related to a single item could be displayed and interacted with in one place.

Dashboard

Solution: The dashboard was hard to interpret and lacked quality visual design. I developed several prototypes for the new dashboard.