Advisor Workstation
Advisor Workstation serves 124K financial professionals generating 1.5M reports/month and $140M in annual revenue. After 20 years, the design hadn't kept up, accumulated UX debt across every workflow. I led the complete redesign over two years with a team of 10 designers, 6 POs, and 20+ developers.
Company
Morningstar
Product
Advisor Workstation
Role
Design Lead
Timeline
2+ years
Team
10 Designers, 6 POs, 20+ Developers
Key Metric
124K professionals, $140M revenue
Design Process
I introduced a design process for the team that supports two goals:
Design Ownership
Designers define tickets with business owners. Design involvement starts early, ownership of the problem, not just the output.
Research
Once designers, business owners, and developers reach a solution together, we test it with end users to validate before building.
Design the design process.
No one likes a surprise at the workplace.