Financial services teams were managing fragmented, disconnected systems for quote generation, asset requests, renewals, and upgrades — relying on manual data entry with no unified source of truth, and voicing frustration with low productivity and a lack of integration.
01 Enterprise Healthcare Case Study
Redesigning Enterprise Financial Workflows at Scale
GE Healthcare's commercial teams managed quotes, renewals, upgrades, and asset requests across fragmented internal systems. Manual work, duplicated data, and disconnected workflows slowed decision-making and increased operational overhead. My goal was to design a centralized platform that streamlined these processes while giving users greater autonomy.
This reflects real work on GE Healthcare's live platform, shown here in full — screens, workflows, and approach are the genuine story. Because it's an active enterprise client engagement, customer names and figures shown are demo/anonymized data, and business metrics below are kept approximate and directional per the NDA covering this engagement.
Cross-functional Team
I led the redesign of quote generation and asset management workflows — creating the information architecture, designing the dashboard, and validating it through usability testing — while also contributing hands-on Angular frontend development to help close the gap between design and implementation.
Reduced quote preparation time
↓ Fewer manual approvals
↓ Centralized data
↓ Role-based workflows
↓ Higher adoption
02 🔍 Research
Financial services teams were managing fragmented, dispersed systems for quotes, renewals, and vouchers, with no unified source of truth.
Problem statement
- Financial services workflows required a centralized platform to address inefficiencies and fragmentation
- Users relied on manual data entry and disconnected systems for quotes, renewals, and upgrades
- Managers needed to independently raise and track requests without relying on other teams
- Users voiced frustration with low productivity and the overall lack of integration
Research included stakeholder workshops with financial services teams and usability testing sessions with end users on wireframes and prototypes.
What the persona's goals implied
Efficiency is key
Joseph values streamlined processes that reduce redundant tasks, boosting his productivity and allowing more focus on client relationships.
Centralization is essential
Workflow fragmentation disrupts Joseph's productivity; a unified platform consolidating data eliminates back-and-forth decision-making.
Reliability and simplicity
Joseph prioritizes intuitive, reliable tools with minimal learning curve that enhance day-to-day workflow without a steep learning curve.
Time-sensitive information matters
Fast, real-time data processing is crucial in quote preparation — expectations, filters, and interactions all need to reduce time and effort.
Key findings from research
High demand for efficiency
Users like Joseph value processes that reduce manual tasks and streamline workflows, which directly impacts their productivity and satisfaction.
Need for data centralization
Fragmentation across multiple systems leads to inefficiencies; users perform noticeably better with minimal, well-organized navigation.
Preference for intuitive tools
Users seek easy, no-nonsense systems that require minimal training and support their existing mental model of the workflow.
Importance of speed in task completion
Real-time data processing, especially in quote preparation, is essential — it lets users reduce dead time and errors caused by manual re-entry.
03 🛠️ Approach
A centralized, role-based platform for quote generation and asset management.
I led the redesign end to end: creating the information architecture, designing the dashboard and quote workflows, and validating the design through usability testing. To solve these issues, I designed a centralized, mission-ready platform by automating repetitive tasks and consolidating data into a user-friendly interface. With role-based access, I allowed users to independently manage requests for quote generation without waiting on other teams, enhancing accessibility and autonomy while improving overall efficiency and user satisfaction. I also contributed hands-on Angular frontend development, working closely with the engineering team to keep implementation faithful to the design intent.
Fragmented systems
↓ Manual data entry
↓ Duplicated records
↓ No shared visibility
Centralized platform
↓ Role-based access
↓ Automated workflows
↓ Single source of truth
Rapid wireframes to lock the structure first.
- Menu options — quick navigation across action items
- Quote request — flow for quote generation requests
- Actionable alerts — surfaced directly on the dashboard
- Active / inactive quotes — view all quotes at a glance
Usability testing shaped the key changes.
I planned and conducted usability testing sessions on the initial wireframes, covering core tasks like raising a quote request, searching and filtering active quotes, and reading status updates — to gather insight into user interactions, identify pain points, and collect feedback on usability. Based on that feedback, I made key changes: streamlined navigation, color-coded status indicators, enhanced search capabilities, and quick action buttons — updates designed to improve accessibility, reduce task-completion time, and create a more intuitive, efficient experience across the final dashboard.
- Enhanced quick summary panel — key totals visible without drilling in
- Top navigation tabs — faster switching between core workflows
- Advanced & enhanced search — instant lookup with saved filters
- Color-coded status indicators — status readable at a glance
- Notifications & alerts — actionable items surfaced proactively
- Quick table view — dense data kept scannable
Finally, made responsive for tablets and mobile.
Asset managers needed to check quote status and act on alerts wherever they were working, not only at a desktop — matching the persona's own goal of managing a larger portfolio without being tied to one device. Responsive support meant the platform stayed useful outside a fixed desk setup, not just technically accessible on a smaller screen.
Customer names and figures shown above are demo/anonymized data, consistent with the note at the top of this page.
04 🎨 Designing with the GE HealthCare Ethos Design System
Modernizing the platform to align with GE HealthCare's new design language.
When GE HealthCare introduced the Ethos Design System following its brand evolution, one of my key responsibilities was modernizing the financing platform to align with the new design language. Beyond migrating legacy workflows, I also contributed to reusable components that improved consistency across enterprise applications.
My Contribution
- Migrated multiple enterprise workflows to align with the Ethos Design System
- Redesigned legacy screens using standardized layouts, typography, spacing, and interaction patterns
- Designed reusable components including Accordion, Dropdown, Filter, Navigation, and Modal/Popup patterns
- Collaborated with Product Managers, Business Analysts, and Angular developers to ensure accurate implementation
- Conducted design QA to maintain consistency across the application
Design Decisions
Instead of creating custom UI for every workflow, I prioritized reusable patterns that reduced cognitive load and helped users navigate complex financial processes more efficiently.
Where business requirements extended beyond existing components, I worked on designing scalable patterns that aligned with the Ethos Design System while addressing product-specific needs. This approach improved visual consistency, simplified future enhancements, and created a shared language between design and engineering teams.
Beyond applying the design system, I contributed to its evolution by designing reusable enterprise components and leading the migration of legacy workflows to create a more consistent and scalable user experience.
Key Outcome
- Modernized the application to align with the Ethos Design System
- Contributed reusable enterprise components adopted across workflows
- Improved consistency across multiple business modules
- Enabled faster collaboration between design and engineering
Components Designed
Design Callouts
05 📊 Impact
Notable gains in satisfaction, efficiency, and productivity.
Business Impact
Adoption scaled across several teams as the platform consolidated work that used to run through disconnected tools, with improved cross-team collaboration.
User Impact
Greater autonomy and accessibility for users — quote preparation time was cut substantially, and stated satisfaction improved with a seamless experience across devices.
Operational Impact
Processed quotes increased and manual work dropped, as role-based access let users manage their own requests without waiting on other teams.
"This has completely streamlined my daily tasks. What used to take hours now only takes a few minutes, letting me focus more on client management."
Senior Asset Manager Financial Services team"I now have full autonomy to raise and track quote requests without relying on others. It's a real change for efficiency and team productivity."
Asset Manager, Team Lead Financial Services team"The platform's responsiveness on mobile means I can manage tasks anytime, anywhere. It's boosted my productivity and cut delays in our workflow."
Field Operations Manager Financial Services teamQuoted with role-based attribution rather than full names, since I don't have explicit confirmation these reviewers consented to being publicly named.
Key learnings
- User-centered design boosts adoption. Prioritizing user needs enhances satisfaction and drives engagement.
- Enterprise software means balancing simplicity with complexity. Removing one step for users often meant coordinating changes across multiple backend systems and stakeholders, not just a screen redesign.
- Iterative usability testing streamlines workflows. Early, lightweight testing found real problems before they became expensive to fix.
- Performance optimization enhances experience. Faster processing times directly improve efficiency and satisfaction.
- Role-based access empowers users. Independent request management boosts autonomy and efficiency.
The biggest learning from this project was designing for systems, not just screens. It sharpened my ability to structure workflows, work across cross-functional teams, and turn operational complexity into clearer digital experiences.
Everything above — the scope, role, screens, and design approach — is the real project. Because it's an active enterprise engagement with GE Healthcare, exact financial figures and some internal tooling details stay approximate here per the NDA covering this work. Happy to go deeper on any of it in conversation.
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