Portfolio Management system with Trading Analysis

Role

UX Lead

Responsibilities

UX Research, UX & Product Design, UX Strategy, Usability Testing

Tool

Adobe XD, Jira, Microsoft Word, Balsamiq

Duration

1.5 Years

Develop a cutting-edge sales acceleration platform tailored for enterprise SaaS companies that leverages automation and personalization. This platform aims to significantly reduce sales cycles and increase close rates. Integration with CRMs, SAML, public clouds, and automation stacks will ensure a seamless adoption process, ultimately boosting the efficiency and effectiveness of the sales process for our clients.

Solution

Applied design thinking methodologies to brainstorm and prototype innovative solutions that cater to user needs and business goals.

Outcome

1

Enhanced UI and interaction elements that supported smooth content workflows.

2

Received positive feedback from users and stakeholders on the usability and performance improvements, leading to a 25% reduction in support tickets related to navigation and usability issues.