RBC Wealth Management
(tl;dr)
Document builder redesign
Mission
The document builder consolidates 6 legacy applications into 1 for investment advisors. My job was to make it easy to use while keeping all the functions.
Design research
I watched the 10 user interviews conducted by the UX researcher and noted my findings. I also researched the top document builders.
Analyzing user interviews
Competitor research
Low-fidelity
I made a revised user journey and low-fidelity sketches to show the senior product designer and product designer on our team.
Final designs
I presented a full case study to the director of design and senior manager, including a journey for three different use cases.
This work is confidential.
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Testimony
Sophia was an incredible asset to our team this summer.
She consistently demonstrated initiative, grit, and a genuine eagerness to learn, always asking thoughtful questions, seeking new opportunities to contribute, and offering a helping hand wherever needed. She took ownership of her responsibilities, and knew when to seek guidance to continue growing.
One of the things I admired most was her willingness to step outside her comfort zone. Throughout the summer, she made significant progress in her public speaking and presentation skills, eventually booking her own stakeholder meetings and facilitating roundtable discussions to share her work and gather feedback. She also made a conscious effort to build relationships across the organization through coffee chats and connections with fellow summer students.
From the beginning of her term, Sophia set clear goals for herself and successfully achieved them by the end of the summer. Her dedication, curiosity, and commitment to continuous growth made her a pleasure to work with, and I am confident she will bring the same enthusiasm and determination to her future endeavours.