Case study - 01
Making compliance a conversation, not a chore.
UBS - Supervisory Compliance Platform
domain
Banking & Financial Services, B2B
Role
Lead UX Designer
duration
Sep 2025 - Jan 2026
the objective
UBS's legacy supervisory compliance portal buried Line Managers and Employees in fragmented data, delayed risk visibility, and manual tracking — creating operational drag and real regulatory exposure. The brief: turn a reactive, module-by-module system into a proactive, data-driven experience that helps managers catch risk early and act with confidence.
the snapshot
Reframed the platform around three questions people actually ask:
what needs action?
what needs attention? and
what context is required?
A fragmented, module-by-module portal became one unified “Me & My Team” view — with progressive disclosure and role-based scaling so employees and line managers each see only what's relevant to them.
The results
Reactive → Proactive
compliance workflow
1.9 / 2
Navigation clarity score (n=6)
1.8 / 2
Decision making confidence
Design-dev framework
adopted org-wide while delivering the product
UX skills applied
user reseach
design workshops
journey mapping
wireframing
prototyping
usability testing
stakeholder alignment
design-dev handoff