This project contains unreleased work that I cannot share in detail. The images shown are demo visuals to help illustrate the product. If you’d like to learn more, feel free to reach out to me directly.
This project contains unreleased work that I cannot share in detail. The images shown are demo visuals to help illustrate the product. If you’d like to learn more, feel free to reach out to me directly.
JP Morgan (Aumni)
JP Morgan (Aumni)
JP Morgan (Aumni)
Overview
CONTEXT
Aumni is an investment analytics platform that provides venture capital firms with data-driven insights and supports operational efficiency. The platform’s portfolio management experience was previously read-only, limiting customers' ability to update and manage their investment data dynamically. To better serve user needs, I led a redesign that introduced editing and data entry capabilities, allowing customers flexibility with their data.
DELIVERABLE - REDESIGNED PORTFOLIO MANAGEMENT EXPERIENCE
Research - Conducted customer discovery sessions to identify pain points in the existing read-only experience and uncover critical data needs
Design - Created an intuitive workflow that allows users to have control over their data, a major improvement from the previous read-only experience
CONTEXT
Aumni is an investment analytics platform that provides venture capital firms with data-driven insights and supports operational efficiency. The platform’s portfolio management experience was previously read-only, limiting customers' ability to update and manage their investment data dynamically. To better serve user needs, I led a redesign that introduced editing and data entry capabilities, allowing customers flexibility with their data.
TEAM
Designer (Me), 6 Engineers, 1 PM
TOOLS
Figma
INDUSTRY
Fintech, Legal, SaaS
WEBSITE
DELIVERABLE - REDESIGNED PORTFOLIO MANAGEMENT EXPERIENCE
Research - Conducted customer discovery sessions to identify pain points in the existing read-only experience and uncover critical data needs
Design - Created an intuitive workflow that allows users to have control over their data, a major improvement from the previous read-only experience
CONTEXT
Aumni is an investment analytics platform that provides venture capital firms with data-driven insights and supports operational efficiency. The platform’s portfolio management experience was previously read-only, limiting customers' ability to update and manage their investment data dynamically. To better serve user needs, I led a redesign that introduced editing and data entry capabilities, allowing customers flexibility with their data.
DELIVERABLE - REDESIGNED PORTFOLIO MANAGEMENT EXPERIENCE
Research - Conducted customer discovery sessions to identify pain points in the existing read-only experience and uncover critical data needs
Design - Created an intuitive workflow that allows users to have control over their data, a major improvement from the previous read-only experience
