State Street Alpha
State Street needed to reimagine their institutional investment solution. This would become the new cloud-based Alpha Data Platform. While engaged in my Product Design Experience Co-Op, I helped State Street achieve this goal by conducting user research and designing new features and products for this platform.
Product (UI/UX) designer, prototyper, user researcher, development support
Figma, PowerPoint, Dovetail,
Excel, Adobe CC
2023
An Investment Book of Record (IBOR) product must ensure the reliability of cash and securities positions at the beginning of each day to facilitate decision-making and enable trading activities. State Street’s original Investment Book of Record (IBOR) tool was cumbersome and lacked standardization, leading to potential delays and inaccuracies in resolving discrepancies.
Using State Street’s personas and business requirements, I designed a new cloud-based IBOR product. The central feature of this product is a real-time dashboard for monitoring cash and securities positions at the start of each day, ensuring that all investors have a clear and accurate overview of financial resources. Additionally, an automated reconciliation tool within the system prioritizes exceptions based on urgency and streamlines the resolution process with predefined workflows.
I was the lead designer on the Alpha Data Platform’s new Profit & Loss (P&L) Query Tool. This tool enables State Street employees to monitor and manage P&L data for the platform by visualizing information from different data lakes to identify and mitigate data mismatches. This tool replaced basic Excel spreadsheets and dramatically improved the efficiency and effectiveness of the process.
State Street needed to create a new design system for the Alpha Data Platform. I was tasked with designing a new selectable card component to provide more functionality than a standard button/radio button. As the sole designer on this, I pulled on best design practices, built the new component in Figma, and created an extensive specification of the component for the design system. This specification covered a detailed anatomy of the component, behaviors, and 144 variants.
A selectable card is an interactive component made up of a card structure that can be individually chosen or deselected. This component is often used for presenting information in a digestible format while allowing user interaction. The selectable card can be activated or deactivated through a single click or tap.
Considering this component is likely to be used in groups, it was important to develop specific grouping guidelines for each size to keep a streamlined design across all of the State Street Alpha products.
When handing the component over to dev, I created a specific anatomy of the selectable card to ensure the live component matched the actual design.
