Provides users a reliable platform to enhance work efficiency and security
Designing a compliant communication tool for financial enterprise
Impacts
Established design culture
Introduced a mature design process at Global Relay, transitioning from an engineering-driven approach to a user-centred design methodology.
Developed UX guidelines
Created and maintained user experience guidelines for the design system, ensuring accessibilities and consistency across different platform.
The nature of this work is confidential. This is a glimpse of my role. Contact to learn more.
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
2 UX Designers
2 UI Designers
1 Design Manager
1 Design Director
2 PM
6 Dev
3 QA
Challenges
Complex workflows
Addressing intricate workflows inherent in a B2B SaaS platform catering to high-stakes users in the financial industry.
Security emphasis
Designing interfaces that convey a strong sense of security and professionalism to establish trust with users.
Engineer driven culture
Overcoming a pre-existing culture where solutions were developed without adequate user research, leading to user flows that didn't fully address user problems.
"User flow" for engineer, drafted without user research
Part of the user-flow of the product
How I overcame
Encourage internal collaboration
Engaged with internal teams, such as product managers and business development, to gather valuable insights and user assumptions, compensating for limited direct user access.
Running workshops for early feedback
Conducted workshops to collect insights and collaborated closely with product managers to align design rationales with research findings, ensuring a focus on solving the right problems.
Running workshop with internal teams (with PM, BD) to collect more insights
Solutions
Nurtured user-centric design process
Implemented a design thinking approach, starting with sketches and progressing through ideation phases, to develop workflows that are both efficient and user-friendly.
Created well-maintained documentation
Created detailed scenarios and low-fidelity wireframes to align and discuss designs with engineers, ensuring technical feasibility and clarity.
Sketches to draft out the main screens. It helps to brainstorm and understand the main features that we would like to capture.
Going rounds of ideations with Product Manager on different workflows. This is the most chaotic period, while trying to help Product Manager to connect the dots of the research insights with the potential designs.
Documenting the scenarios we want to cover and the users flows with low-fi wireframe. Mainly used for alignment and discussion with engineers.
Results
✅ Recognition of design value
Awarded the Bright Stars Reward at the end of 2024, nominated by the Department Head, for consistently demonstrating strategic thinking, a deep understanding of user needs, and fostering collaboration between design and product teams.
✅ Improved collaboration
Being invited to more team and up-front discussions. Enhanced the collaboration between design and product teams, leading to more cohesive and effective product development processes.
Provides users a reliable platform to enhance work efficiency and security
Designing a compliant communication tool for financial enterprise
Impacts
Established design culture
Introduced a mature design process at Global Relay, transitioning from an engineering-driven approach to a user-centred design methodology.
Developed UX guidelines
Created and maintained user experience guidelines for the design system, ensuring accessibilities and consistency across different platform.
The nature of this work is confidential. This is a glimpse of my role. Contact to learn more.
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
2 UX Designers
2 UI Designers
1 Design Manager
1 Design Director
2 PM
6 Dev
3 QA
Challenges
Complex workflows
Addressing intricate workflows inherent in a B2B SaaS platform catering to high-stakes users in the financial industry.
Security emphasis
Designing interfaces that convey a strong sense of security and professionalism to establish trust with users.
Engineer driven culture
Overcoming a pre-existing culture where solutions were developed without adequate user research, leading to user flows that didn't fully address user problems.
"User flow" for engineer, drafted without user research
Part of the user-flow of the product
How I overcame
Encourage internal collaboration
Engaged with internal teams, such as product managers and business development, to gather valuable insights and user assumptions, compensating for limited direct user access.
Running workshops for early feedback
Conducted workshops to collect insights and collaborated closely with product managers to align design rationales with research findings, ensuring a focus on solving the right problems.
Running workshop with internal teams (with PM, BD) to collect more insights
Solutions
Nurtured user-centric design process
Implemented a design thinking approach, starting with sketches and progressing through ideation phases, to develop workflows that are both efficient and user-friendly.
Created well-maintained documentation
Created detailed scenarios and low-fidelity wireframes to align and discuss designs with engineers, ensuring technical feasibility and clarity.
Sketches to draft out the main screens. It helps to brainstorm and understand the main features that we would like to capture.
Going rounds of ideations with Product Manager on different workflows. This is the most chaotic period, while trying to help Product Manager to connect the dots of the research insights with the potential designs.
Documenting the scenarios we want to cover and the users flows with low-fi wireframe. Mainly used for alignment and discussion with engineers.
Results
✅ Recognition of design value
Awarded the Bright Stars Reward at the end of 2024, nominated by the Department Head, for consistently demonstrating strategic thinking, a deep understanding of user needs, and fostering collaboration between design and product teams.
✅ Improved collaboration
Being invited to more team and up-front discussions. Enhanced the collaboration between design and product teams, leading to more cohesive and effective product development processes.
Provides users a reliable platform to enhance work efficiency and security
Designing a compliant communication tool for financial enterprise
Impacts
Established design culture
Introduced a mature design process at Global Relay, transitioning from an engineering-driven approach to a user-centred design methodology.
Developed UX guidelines
Created and maintained user experience guidelines for the design system, ensuring accessibilities and consistency across different platform.
The nature of this work is confidential. This is a glimpse of my role. Contact to learn more.
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
2 UX Designers
2 UI Designers
1 Design Manager
1 Design Director
2 PM
6 Dev
3 QA
Challenges
Complex workflows
Addressing intricate workflows inherent in a B2B SaaS platform catering to high-stakes users in the financial industry.
Security emphasis
Designing interfaces that convey a strong sense of security and professionalism to establish trust with users.
Engineer driven culture
Overcoming a pre-existing culture where solutions were developed without adequate user research, leading to user flows that didn't fully address user problems.
"User flow" for engineer, drafted without user research
Part of the user-flow of the product
How I overcame
Encourage internal collaboration
Engaged with internal teams, such as product managers and business development, to gather valuable insights and user assumptions, compensating for limited direct user access.
Running workshops for early feedback
Conducted workshops to collect insights and collaborated closely with product managers to align design rationales with research findings, ensuring a focus on solving the right problems.
Running workshop with internal teams (with PM, BD) to collect more insights
Solutions
Nurtured user-centric design process
Implemented a design thinking approach, starting with sketches and progressing through ideation phases, to develop workflows that are both efficient and user-friendly.
Created well-maintained documentation
Created detailed scenarios and low-fidelity wireframes to align and discuss designs with engineers, ensuring technical feasibility and clarity.
Sketches to draft out the main screens. It helps to brainstorm and understand the main features that we would like to capture.
Going rounds of ideations with Product Manager on different workflows. This is the most chaotic period, while trying to help Product Manager to connect the dots of the research insights with the potential designs.