01
8 → 5 steps
The shipped flow kept every required action inside one continuous setup sequence.
SHIPPED WORKFLOWPACTFI · PRODUCT IMPROVEMENT · 16-DAY DELIVERY
Reducing Funds Flow Setup
from eight steps to five.
I turned one prioritized usability issue into a focused research, redesign, and validation cycle for a live private-credit platform.
Reconstructed interface shown for public-safe storytelling. Product names and visual details are adapted.
// AT A GLANCE
One focused redesign. Clear evidence of ownership.
I owned the Funds Flow Setup investigation and carried it from problem framing through redesign, validation, and delivery alignment.
02
16 days
A focused cycle from issue framing and behavioral review through validation and delivery alignment.
END-TO-END OWNERSHIP03
5 sessions
Individually moderated with partners from PM, Business Development, and Customer Support.
INTERNAL DOMAIN EXPERTS// FROM INTAKE TO FOCUS
Delivery built momentum. Research was needed to sustain growth.
As client adoption, workflows, and operational complexity grew, BD and Customer Support consolidated eight important issues using client feedback and information from the support tool. I helped the six-person design team turn that intake into a coordinated research cycle without stopping active delivery.
01
Platform intakeBD + Customer Support
Eight separate client-reported issues across the product, not eight reports of one problem.
INPUT02
Design-team prioritizationSix-person design team
I helped prioritize six investigations, with one designer responsible for each selected issue.
SCOPE03
My ownershipShared research framework
I created the common research framework and owned Funds Flow Setup through the shipped redesign.
DELIVERY// INVESTIGATE → REDESIGN
Behavioral evidence narrowed the problem. Human review established what mattered.
I used Ask Galileo’s natural-language chat to generate focused charts, funnels, path analyses, and session playlists. I reviewed the resulting sessions directly, mapped the complete task, and redesigned the flow around continuity rather than isolated screens.
// SHIPPED AND VALIDATED
I kept supporting work inside the primary task.
The shipped redesign reduced Funds Flow Setup from eight steps to five. Supporting entity work stayed inside the active Deal, existing entity information could be reused, and every required action remained in one continuous flow.
STEP 03 OF 05
Reuse entity information
Keep supporting work in the primary task.
EntityNorthwind Holdings
AccountOperating account
READY TO REVIEW
Everything required is in one flow.
Review the account details before submitting the Deal.
✓ Entity details reused
✓ Required actions complete
Validation summary reflects internal review signals. No externally verifiable baseline is claimed.
01
Five individual sessions
I moderated five separate sessions with partners from PM, Business Development, and Customer Support, each completing the full task individually.
INTERNAL DOMAIN EXPERTS02
Task-level validation
I tested the complete sequence as one workflow, not a collection of screens, so continuity and return paths stayed visible.
END-TO-END TASK03
Directional release signals
Post-release review indicated improved task completion, fewer support questions, and fewer errors and dead clicks.
NO EXTERNALLY VERIFIABLE BASELINE// REFLECTION
Research capacity has to scale with product delivery.
Once client adoption and workflow complexity accelerated, relying primarily on reported issues made investigation too reactive. With more time and direct customer access, I would build a continuous practice around a standing participant panel, dedicated research capacity, and AI-assisted triage with human review.
A closing note