Persistent navigation
Replaced header menus and popup-driven flows with a durable navigation model and in-frame drilldowns aligned to how users moved through complex work.
Case study
WSO Insights platform modernization.
Product leadership for a redesigned web experience serving institutional investment workflows across syndicated loans and private credit.
Context
Modernizing a high-value workflow without breaking user trust.
The platform supported specialized front-, middle-, and back-office teams who depended on accurate loan, position, cash, trade, contract, and reporting data to make daily decisions. The existing web experience had grown around legacy navigation patterns, popup-heavy workflows, and disconnected tools that made common tasks slower than they needed to be.
The product opportunity was not just a visual refresh. It was a chance to simplify workflow continuity, bring core research and operations tasks into a unified frame, and use newly available APIs to improve performance and consistency across the platform.
Product Strategy
Shift the experience from fragmented navigation to continuous investigation.
Context-aware search
Introduced global search patterns for portfolios, issuers, assets, positions, trades, and cash so users could move directly to the thing they needed.
Position-centered workflow
Consolidated details, activity, contracts, principal, fees, accruals, marks, notices, and liquidity signals into a single position view.
Product Surface
A cleaner workflow model for complex financial data.
My work centered on turning client feedback and internal platform strategy into a phased roadmap. That included defining the navigation model, prioritizing the first high-value workflows, aligning with design and engineering, and communicating product direction to stakeholders through demos and release planning.
The redesign prioritized task efficiency over novelty: fewer page jumps, less manual assembly of information, better access to supporting data, and stronger continuity between research, reporting, and operational workflows.
Search
Position View
Timeline
Reports
Results
Measured improvements tied to real workflow changes.
What This Shows
Product management across user experience, data systems, and delivery.
This case study focuses on the product management signal rather than proprietary screens or internal documentation: translating customer pain into a roadmap, sequencing delivery across a complex enterprise platform, and tying user-experience changes to measurable outcomes.
A future expanded version could include sanitized journey maps, before-and-after workflow diagrams, and a synthetic interactive prototype that demonstrates the design principles without exposing proprietary screens.