The client had a challenge: to find a way to increase the efficiency of relationship managers’ work. Their goal was to help managers offer customers the best possible deals by optimizing the product portfolio in real time.
During this project, I went through the entire design process:
The tool was aimed at reducing manual effort, improving data visibility, and enabling quicker, more informed decisions.
I was one of two designers in the team on a cross-functional team of engineers. I led both the design and discovery phases of the project.
Key responsibilities: