The Resume
The Resume
The Resume
SNAPSHOT: MORGAN STANLEY
Document Database
Modernized an enterprise document management experience used to help teams navigate and manage large volumes of client documentation.
ROLE
Lead Product Designer • 2020-21
SKILLS DEMONSTRATED
Enterprise UX
Search & Information Architecture
Workflow Optimization
Data-Dense Interface Design
Legacy System Modernization
CHALLENGE
The existing document management experience relied on dozens of search fields and an outdated interface, making it difficult for users to efficiently locate and manage information.
OUTCOME
Supporting a platform responsible for managing millions of client documents, the redesign streamlined a complex search experience, reduced filter-related friction, and modernized the overall workflow.
Search Simplification
Consolidated and refined search controls to reduce complexity while maintaining access to powerful filtering capabilities.
Workflow Modernization
Updated the interface to improve navigation, readability, and day-to-day efficiency for document management tasks.
Document Management Experience
Introduced a cleaner, more structured presentation of information to support faster scanning and decision-making.
KEY TAKEAWAYS
Designed a cleaner, more intuitive interface for navigating and managing a high-volume document repository, reducing friction in everyday workflows.
Refined the presentation of complex metadata, filtering, and document structures to help users locate and manage information more efficiently.
Created an interface that supported current business needs while anticipating future collaboration and document management capabilities as the platform evolved.