Global Relay
Compliant communication tool for financial enterprise
Provides users a reliable platform to enhance work efficiency and security
Summary
I am currently working at Global Relay. I joined the team when they are looking for designers that could help setting up a mature design culture and process, and raising the design standard for a business with 20 years history.
Background
Global Relay is a B2B SaaS company which provides compliant archive services for mainly financial enterprises. Customers includes HSBC, Reuters.
Role
Product Designer
Responsible for iPad OS & web application
Manage and develop UX guideline for design system
Team
Myself
2PM
2 UX Designers
2 UI Designers
6 Dev
3 QA
The nature of this work is confidential. This is a glimpse of my role. Contact to learn more.
Making complex system accessible
Complex system that needs scalable solutions
Global Relay as a B2B SaaS, and targeting high stake users, the workflows that I take care of are complex. It's essential that I should always thinking beyond the project brief and to make sure my proposed solutions are scalable and touches most uses case.
Commitment to security is key
While most of our users come from financial industry, our design has to show a sense of security. Even though the information hierarchy is informative and sometimes wordy, the presentation has to be professional and with high readability, so it establish trust and accessibility.
Part of the user-flow of the product
Breaking the engineer driven culture
Before design team established…
Engineer driven culture leads to lots of user flows that focus on the solutions, and not the (users) problems that we would like to focus on.
"User flow" for engineer, drafted without user research
Leading to build users and business assumptions
Demonstrate design thinking approach
While it might be difficult to get in touch with users directly, approaching internal teams that interact with users daily can provides valuable insights when collecting users and business assumptions. This is a crucial move so I can connect my design rationale with the insights, and hence helped the team to focus on the problems to solve, and not jump to the solutions.
Running workshop with internal teams (with PM, BD) to collect more insights
Design process
