Pershing is a subsidiary of The Bank of New York Mellon, the longest-lasting financial institution in the United States.
Monitoring Dashboard Redesign
Pershing has been building multiple monitoring tools and dashboards for its 30+ services around the world. The business goal is to combine them into one consolidated dashboard.
Monitoring Dashboard is one of the biggest redesign projects I am in charge of at Pershing|BNY Mellon. It cost 4 months for my team to do research, design, test and iterate. The goal of the redesign is to help our users to get their job done faster and smoother, which in turn makes their lives much easier.
Researcher: I interview users and gather feedbacks about current menu building process. I analyze support tickets and data to drive design decisions. I dig deeply into users' real needs behind the scene.
UX Designer: I cooperate with other team members to utilize the research results and bring conceptual ideas and solutions. We reconstruct the information architecture, redesign user journey, and build an efficient tool to help our users to achieve their goals.