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Global Bank

PROJECT: Private Equity Blockchain Administration Offering
ROLE: UX/UI Lead
DURATION: 3 months
TOOLS: Sketch, InVision, Jira, Microsoft tools, Zeplin

The Problem

Was tasked with designing an application for investment companies, clients, fund companies,  and general partner companies to manage their investment funds. 

The Resolution

Project run in Agile with changing designs and business requirements throughout sprints.

 

Worked with client business teams in the UK and IT teams in Chicago to design the custom application user interface.

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Designed high fidelity comps and delivered a comprehensive style guide for the front-end developers.

Abstract Bridge

Goals per sprint

 

Sprint 1: Decide on look & feel of the application. Design Log In screens. Design Overall architecture for NT Admin landing page. Design User Management screens; view, update, create new.

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Sprint2: Design Documents screens; view, approve/reject, and upload document for NT Admin. Also needed to design Overview landing pages for all actors as this dictated overall structure of application. 

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Sprint 3: Design Overview screens for Client, Fund (GP), Entity, and Investor. Design Transactions screens. Design Fund management flow screens.

Blockchain_Screens_FINAL_Update identity.png
Blockchain_Screens_FINAL_Create IC Step6.png

Sameer Tamane - Project Manager

"First and foremost, "Client Value" and "Delivery" - the client is very difficult to work with. In a very short few weeks, Rodrigo delivered extremely valuable and very detailed SOW deliverables around UX wireframe designs, Interactive, and style guides to the client's  senior IT leadership and won their trust.  Rodrigo was extremely professional and detailed oriented in all that he did, to gain this credibility.  Rodrigo performed well above his current role as evidenced from his interactions with the senior client leaders and "client first" attitude to create great deliverables and building solid client relationships in the client's Blockchain project team. He quickly learnt what the client was looking for and business requirement behind the UX and provided more than what the client teams were looking for.  Rodrigo's delivery was fantastic and top notch.  He has sustainable skills and maturity and ready for next level."  

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