CASH Workflow

Wolters Kluwer

Wolters Kluwer N.V. (Euronext: WKL) is a global leader in professional information, software solutions, and services for the health, tax & accounting, finance, risk & compliance, and legal sectors

PROJECT ROLES

Key Designer, Team Lead

YEAR

2016


PROJECT GOAL

Create a loans origination SaaS solution program for Wolters Kluwer Corporate & Financial Services subsidiary

IMPACT

As a Lead Designer with a team of 4 designers, set the project design process, offered and implemented the Atomic Design approach that allowed to improve the overall design and development process. The approach showed its effectiveness, was highly appreciated by WK and become a core of the design process for other projects by the client. Work on the project has been awarded by the customer with the “Customer Focus” recognition award.


TASK MANAGEMENT

Provides overview of tasks with ability to filter by statuses and assignees


REPORTS & DATA VISUALIZATION

Having a lot of data is not always better than having no data. It is easy to get overloaded and spend a huge amount of time searching for data that meets the needs of the current user. Presenting data in a table format that has various predefined types of reports, filters and data aggregation gives users the ability to get valid data that fits the moment.
Understanding data is another challenge. How to find what is important? How to quickly notice what you should pay attention to in a data set?
Data visualization turns a faceless data stream into a format that allows the user to quickly identify correlations, patterns, anomalies in the data. These are the important pieces of information that the user needs to pay attention to.