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Directed 4 family office features development: Enhancing financial consultation and AI implementation.
Team
Product Team
Role
UI/UX Desginer
Timeline
June - November 2023
Tools
Figma, Jira, Adobe Suite CC
Disclaimer
Work is under NDA
But First... | What is MyFO?
MyFO Tech is a technology company that offers innovative solutions for financial management and business optimization. By consolidating all your financial information into one platform, MyFO simplifies wealth management, making it easier to plan for the future. With quick setup and intuitive tools, it helps users efficiently manage their assets and make informed financial decisions.
What I ‘ve done
Led Mobile Expansion
Played a crucial role in expanding MyFO from a desktop application to a mobile web app, enhancing accessibility and user engagement.
Data Visualization Enhancements
Developed intuitive and secure data visualization features to help users manage and understand their financial documents easily.
Efficient Feature Development
Developed three out of four critical features within Q4 2023, ensuring timely progress and enhancement of the product's capabilities.
HOW DOES THIS IMPACT THE USER? | Developed 4 Critical Features, deployed in Q3 2024
Research on MyFO’s user journey and current business state, I worked on developing multiple features of the products which 3 of 4 features are being developed in Q4 2023.
Scenario Modelling
This feature enables users to simulate different market scenarios using their assets to forecast trends and determine the optimal buying or selling strategy for maximum impact.
Task Management
Users can create reminders and assign tasks to clients or themselves, ensuring important activities are tracked and completed
Stakeholder Map
The hierarchy map visually represents the organizational structure, clarifying the relationships and ownership distribution among family offices.
AI Assist
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Utilized AI to guide users on family offices, helping them make informed decisions. (Postponed to Q1 2024 for further refinement and integration.)
MY EXPERIENCE | Adapting quickly and prioritizing impact
CHALLENGE | Rapid onboarding & prioritization: Quick adaptation as a sole designer
On my first day, I unexpectedly found myself as the sole designer when my senior designer had to take medical leave. With the team relying on me, I had to quickly adapt and immerse myself in the project. I prioritized understanding the project's core requirements and key deliverables, setting up a streamlined process for immediate tasks. At the same time, I planned for longer-term goals to ensure we stayed on track. Despite the challenge, I successfully met our sprint objectives.
CHALLENGE | Enhancing understanding through collaboration: "I don't understand this business term"
MyFO specializes in managing family office finances, a term unfamiliar to me as a design student, leaving me uncertain about its impact on the user. To overcome this, I initiated clear communication with colleagues and engaged with subject matter experts to gain a deeper understanding of the term and its implications. By facilitating collaborative sessions, I learned how this concept influenced user interactions, enabling me to design solutions that effectively met user needs while aligning with business objectives.
PROJECT 1 (On-going) | Design library and design system
ATOMIC DESIGN | Ions -> Atoms -> Molecules -> Organisms
After undergoing a visual update, MyFO’s design library needs to be updated to reflect the new branding. While our goal is to organize and keep the library consistent, I see an opportunity to go back and review all the assets that have been used. I conducted a mini-audit of all the assets used across all pages.
Leveraging the Atomic Design method, I ensure that the foundation is consistent by setting variables in primitives and tokens. This methodology enables us to build consistency and scalability across MyFO’s digital ecosystem.
Leveraging the Atomic Design method, I ensure that the foundation is consistent by setting variables in primitives and tokens. This methodology enables us to build consistency and scalability across MyFO’s digital ecosystem.
ATOMIC DESIGN | Complex Organisms -> Species
Working closely with developers, we need to ensure that the documentation process across platforms is smooth and organized. Providing an overview and guidelines for the components ensures that all team members understand each component's purpose, functionality, and application, guiding consistent implementation across our products.
CONNECTING THE DOTS | Collaboration with Product Manager and Developer for a smooth transition
To ensure a smooth transition, I developed a detailed implementation plan that included training sessions and resource materials to familiarize the team with the new system. I also established regular check-ins and feedback loops to address any issues promptly, ensuring that the integration was seamless and that the team could fully leverage the new design system for our projects.
My Contribution
The product interface is crucial and can't be fully revealed, but I can give you a sneak peek!
My experience at MyFO
Working on a family offices platform, I was challenged to understand deep business terms and how it works to be able to implement and rethink how MyFO’s user journey works effectively. What I learned during my time here:
Ideation to execution
Honed my skills in creating high-fidelity mockups, translating conceptual designs into detailed and realistic visual representations for stakeholders.
Design library and system
Learned to organize and design a comprehensive library system, ensuring resources are accessible and systematically arranged for all stakeholders.
Teamwork & collaboration
Contributed to streamlining processes and ensuring smooth communication and coordination across all project phases.
Product sprint
Gained valuable experience in managing product sprints, focusing on iterative development and timely delivery of features and improvements.
Want to learn more about the projects I worked on?
Schedule a talk with me at feliciasugiartaa@gmail.com to talk more in depth on designing features that harmonize family offices' financial landscape or how I created the feeling of intuitiveness and secureness.