The Resume
The Resume
The Resume
SNAPSHOT: MORGAN STANLEY
Document Search System
Redesigned a complex enterprise search experience to improve trust, clarity, and document discovery.
ROLE
Lead Product Designer • 2020-21
SKILLS DEMONSTRATED
Enterprise UX
Search Design
Information Architecture
Workflow Design
Data-Dense Interfaces
CHALLENGE
Financial professionals needed to search thousands of documents across multiple systems. Existing search behavior, filter relationships, and result hierarchy often created uncertainty around what information could be trusted.
OUTCOME
Created a clearer document discovery experience by improving
search organization, filter transparency, and metadata visibility.
Search Hierarchy Redesign
Reorganized results to create clearer visual hierarchy and improve relevance scanning.
Filter Dependency Awareness
Made filter relationships and applied logic transparent and easy to manage.
Document Metadata Optimization
Prioritized the most relevant document information while making supporting details easier to access when needed.
KEY TAKEAWAYS
Simplified a legacy document search interface by evaluating search fields, reducing unnecessary complexity, and improving the overall usability of a system supporting millions of documents.
Worked closely with business stakeholders to identify conflicting search behaviors, refine filtering options, and clarify key workflow interactions before redesigning the interface.
Delivered a meaningful UX/UI improvement while working within existing platform limitations, creating a stronger foundation for future document collaboration capabilities.