Automating ways of working

The development of an exceptions management system aimed at enhancing user experience

Automating ways of working

Process automation exceptions management system

London Stock Exchange Group

Lead Product/UX Design

Onboarding speed Increased:

89%

Operational Efficiency

12x faster

Integrated systems

7+

Core function

Data ingestion

Net Promoter Score (NPS)

8.4

Project type

Web application

Project synopsis

The development of an exceptions management system aimed at enhancing user experience in a complex financial setting. Focusing on automation to boost efficiency, reduce errors, and ensure consistent anomaly handling, the project began with an iterative discovery phase to pinpoint workflow inefficiencies and user pain points. A global design process integrated advanced UX methodologies, supported by comprehensive documentation and stakeholder engagements. The systemโ€™s flexibility was enhanced with a modular, plug-and-play architecture, accommodating future advancements and regulatory changes. Streamlining the sign-off process ensured early stakeholder consensus, facilitating smooth implementation aligned with strategic objectives and delivering transformative outcomes while upholding confidentiality.

Overview


This case study delves into the creation of an end-to-end exceptions management system aimed at elevating user experience within a complex financial ecosystem. The project’s focal objective was the transition from manual interventions to an automated framework, enhancing operational efficiency, reducing errors, and ensuring consistent management of anomalies and discrepancies.

Thorough Discovery Phase

Implemented an iterative discovery phase to uncover nuanced workflow inefficiencies, user pain points, and technical requirements, laying the groundwork for precise design solutions.

Holistic Design Process

Orchestrated a comprehensive design process across global teams to foster stakeholder alignment and ensure holistic integration from conception to implementation.

Strategic UX Framework

Strategically identified pivotal areas to optimise user journeys and operational workflows, integrating advanced UX methodologies for enhanced usability and engagement.

Comprehensive Documentation

Established a centralised repository of meticulous design guidelines and standards to maintain design coherence and facilitate seamless development iterations.

Research and Development ๐Ÿง‘๐Ÿผโ€๐Ÿ’ป

Business-Centric Insights

There was a overarching goal to initiate deep-rooted dialogues with stakeholders to elucidate strategic imperatives, align project goals with organisational objectives, and address intricate operational challenges effectively.

Visual Design Framework

To streamline communication with stakeholder and users alike i transformed abstract design concepts into visually compelling representations, employing advanced prototyping techniques to refine user interactions and validate design hypotheses swiftly.

Iterative Prototyping

To ensure tight deadline were met i championed a rapid iteration approach, leveraging low-fidelity prototypes to solicit actionable feedback early in the design cycle, optimising solutions iteratively before advancing to high-fidelity models.

Development Facilitation

Driving a new way of working that collaborates with the development team was a core goal whilst delivering the outcome system. Thus providing exhaustive documentation, curating a modular component library, and resolving technological constraints, fortified collaborative efforts and expedited development lifecycles.

Enhanced User Experience ๐Ÿง‘๐Ÿผโ€๐Ÿ’ป

Flexibility and Scalability

By adopting a modular, plug-and-play architecture, the system enhanced flexibility and scalability. This approach allowed for seamless integration of new functionalities and adjustments to evolving business needs without requiring extensive redevelopment.

Future-Proof Design

Strategic Alignment