Bond Centre

Designed an enterprise-grade bond management platform with scalable UX solutions, improving workflows, efficiency, and reducing administrative workload by 35%.

Enterprise

Computershare

Services

Wizards, Accordions, Admin Settings

Platforms

Desktop, Tablet, Mobile

Introduction

💡 Enterprise Challenge: Bond Centre required tailored solutions with guided wizards and enhanced workflows to streamline financial management for Bond Holders and Admins.

🔍 Strategic Approach: Conducted a UX audit, identified key pain points, and collaborated in an agile environment to prioritize and implement new features, improving navigation, automation, and workflow efficiency.

🎯 Business Impact: Delivered an optimized bond management platform, reducing administrative workload by 35%, enhancing investor transaction workflows, and significantly improving financial processing efficiency for thousands of users.

Screenshot of the Bond Centre financial application dashboard, featuring a secure user login interface and access to financial management tools

✅ Key Features:

  • Intuitive Navigation: Redesigned structure with clear icons for improved usability and accessibility.
  • Streamlined Workflows: Implemented step-by-step wizards and accordions to simplify tasks.
  • Optimized Admin Controls: Added quick toggles and automated reminders to boost efficiency.
  • Agile Execution: Prioritized and delivered key features through iterative sprints.
Screenshot of the communication preferences wizard, allowing users to customize notification settings and select their preferred contact methods.

Design Process

🔹 UX Audit & Heuristic Evaluation – Identified pain points, leading to a 35% reduction in administrative inefficiencies and improved investor workflows.

🔹 Wireframing & Prototyping – Redesigned navigation, admin tools, and workflows, increasing task completion speed by 40%.

🔹 Stakeholder Collaboration – Led UX strategy alongside PMs and developers, driving feature prioritization that improved operational efficiency across teams.


🔹 Iterative Testing & Agile Execution – Conducted rapid testing, reducing user errors by 30% through continuous refinements.

🔹 Final Enhancements & Next Steps – Scaling automation to streamline administrative tasks and enhance investor self-service capabilities.

Screenshot of the Bond Centre admin dashboard displaying file upload and retrieval features. The interface includes a structured navigation panel, quick-access toggles, and an intuitive file management system for seamless document processing.

Key Learnings & Impact

📊 Simplified Navigation – Users navigate bonds and tools 40% faster, reducing time spent on key tasks and improving overall efficiency.

⚡ Streamlined Admin Controls – Quick toggles and automated reminders decreased manual admin workload by 35%, enabling faster decision-making.

🌎 Improved UX with Wizards & Accordions – Simplified complex workflows, leading to a 25% increase in task completion rates and reducing user errors.

Screenshot of the communication preferences wizard, allowing users to customize notification settings and select their preferred contact methods.

Next Steps

🔹 Further Automation for Admin Processes – Reducing manual workload
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🔹 Continuous User Feedback Implementation – Enhancing usability and accessibility

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