Background

The Central rates manager (CRM) replaced a manually intensive and time-consuming rate capturing process, which forced finance and compliance managers at Macquarie Group to rely on Python developers to update code in order to reach their goal.

Process

Together with one other UX designer, a business analyst and a developer, we spent several weeks interviewing various user groups, developing user flows and sketching wireframes in order to understand complex concepts that underlined user needs, such as the need for a higher level of autonomy therefore reducing the complexity of how the process was being managed.