CASH Workflow
Wolters Kluwer
Wolters Kluwer N.V. (Euronext: WKL) is a global leader in professional information, software solutions, and services for the healthcare, tax and accounting, finance, risk and compliance, and legal sectors
PROJECT ROLES
Key Designer, Team Lead
YEAR
2016
PROJECT GOAL
Develop a loan origination SaaS solution for Wolters Kluwer’s Corporate & Financial Services subsidiary
IMPACT
As a Lead Designer managing a team of 4 designers, I established the project design process and introduced the Atomic Design approach, which significantly improved both design and development workflows. This methodology proved highly effective, was well-received by Wolters Kluwer, and became the foundation for the design process in other client projects.
The project’s success was recognized with the ‘Customer Focus’ award from the client.
TASK MANAGEMENT
Provides an overview of tasks with the ability to filter by status and assignee
REPORTS & DATA VISUALIZATION
Having a large amount of data is not always better than having none. Users can easily become overwhelmed, spending excessive time searching for relevant information. Presenting data in a structured table with predefined report types, filters, and data aggregation helps users access the right information efficiently.
Understanding data presents another challenge: How can users identify what’s important? How can they quickly spot key insights within a dataset?
Data visualization transforms raw data into a meaningful format, enabling users to quickly identify correlations, patterns, and anomalies. These visual insights highlight the most critical information, guiding users to what requires their attention.
