ABOUT
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About the project
OpenBank's Wealth vertical mission was to create an inviting digital environment that empowers investors to make informed financial decisions. The project was aimed at designing a suite of web components that not only cater to the savvy investor but also simplify the investment process for newcomers. With an emphasis on clarity, accessibility, and informed user journeys, our team sought to demystify the world of investment and make wealth management tools accessible to a broader audience.
My role
In the fast-paced environment of financial services, I defined components, specifications, and edge cases for various investment products, including funds, pension plans, roboadvisors, and investment simulators. My work in detailing complex behaviors for user interfaces, particularly graphs and input fields, helped guide the development team in creating a smooth experience for our users.
Design Documentation and Edge Cases
Investment Simulator
Each component I worked on, like the Investment Simulator, was documented with a focus on real-world application and potential edge cases. My approach was holistic; I ensured that every piece of documentation was not just detailed, but also clear and accessible, with precise measurements and notes for various device specifications.
Funds Graph Component
The funds graph is a component I thoroughly documented, detailing its key features like interactive visualization, fund comparison, date range selection, and filter customization. The documentation also covers complex use cases, particularly in responsive design, ensuring seamless functionality across various devices and screen sizes. Additionally, it provides guidelines for implementation in specific scenarios, ensuring an optimized and adaptable user experience.
Search Form Component
This component is a search form that allows to filter and search between either funds or pension plan products.It displays a list of product cards after making the search. I documented its dynamic form fields, pagination, legal information, error handling and other edge cases to ensure a proper user experience, business goals met and seamless performance across various devices and screen sizes.
Design process and handoff
In this project, we used Abstract for version control to optimize our design workflow:
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Created and managed feature branches in Abstract, working locally in Sketch.
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Committed changes regularly, facilitating peer feedback and iterations.
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Collaborated with developers on feasibility within sprint timeframes.
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Documented components and translated requirements into design system documentation.
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Merged approved designs to the master branch and updated JIRA tickets.
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Maintained project evolution records in Confluence.
This streamlined process ensured thorough design reviews, maintained quality standards, and created a seamless flow between design and development teams. By integrating Abstract with JIRA, Confluence, and our Scrum methodology, we achieved efficient collaboration throughout the project lifecycle.In this project, we used Abstract for version control to optimize our design workflow.
