Principal Financial Design System & Data Visualization Revamps

Oversaw the design system and data visualization revamps to ensure both initiatives are tracking momentum and their roadmaps are well-aligned on the high-level. Facilitated various workshop and work sessions series to advocate, inform, educate teams on the new design system and the new data visualization solutions.

Role

• Design System Lead

Data Visualization

Challenge

The Principal Financial data visualization color palette and charts were not holistically explored and added to the design system in haste, unable to provide adequate solutions for various product teams. They also were not well socialized across the organization and multiple teams were unaware of its existence. Those oversights resulted in product teams developing separate local home-brew data visualization solutions that suits their needs. As a result, experiences with data visualizations are inconsistent across the board and solutions are neither accessibility-compliant nor brand-consistent. As the issues emerge, teams often lack resource and/or willingness to update and standardize their data visualization solutions.

Solutions

advocation for project green light

• collaborated with CX team to identify current pain points from organizational perspective
• presented findings to stakeholders and leadership for project green light
• presented findings to brand team and data team for collaboration support

problem framing

• thorough research to ensure updated data visualizations and charts are accessibility-compliant while brand-consistent
• consulted SMEs to understand technical nuances of financial data
• consulted with data analytical to learn about technical constraints, organizational needs, and customer data usage
• interviewed product teams with data visualization needs to understand their pinpoints and priorities
• conducted user testings to understand user pain points
• formulated design hypotheses based on the above

problem solving

• presented initial design hypotheses with low-fidelity prototypes to product SMEs, data analysis team, product owners, design leadership
• revised design hypotheses based on feedback
• conducted color testings for usage in digital and print, simulated color combinations for various types of color blindness
• revised proposed color palette and charts based on accessibility testing and simulation results

execution

• created fluid iterative implementation roadmap
• presented business incentive focused project plans to obtain product team buy-ins to update data visualization experiences

Design System

Challenges

The 4-year old design system was exhausted by growing needs as more teams are adopting, consuming, and contributing to the design system. New strategies, structure, governance, and processes are needed to support the increased consumption.

Solutions

collaboration with 3rd party vendor

• audited current design system
• explored and crafted potential new structures
• switched from XD to figma for greater productivity
• introduced design token to design system

collaboration with internal design system team

• advocated needs to update design system
• partnered with product owner, scrum master, and engineering team to confirm best strategy to transition to new structure, processes, and protocols for governance, education, and knowledge share
• coached and managed design system pods
• facilitated design system updates and Q&As

button component variant in use