Case study
WSO Insights: redesigning the platform experience
I owned the multiyear modernization of WSO Insights, bringing together investment data, application design, and daily portfolio workflows in a redesigned platform. I led the Investment Reporting foundation and used its APIs to support interactive views and dashboards for portfolio managers, traders, and operations teams.
A reporting foundation for interactive workflows
The previous reporting model required users to select a report, wait for batch processing, and open the results in PDF or Excel. Each new reporting period or portfolio group required another run, while change analysis depended on saved files and manual comparisons.
I led the Investment Reporting project to make near-real-time financial data available through precalculated data and views. Delta reporting gave clients direct access to changes, reducing the need to store and compare complete exports.
I used these APIs to redesign WSO Insights views and reporting around the same data foundation. Clients could use standard industry dashboards or configure their own for portfolio management, trading, and operations requirements. Real-time refreshes removed the need to repeat lengthy report runs for each view.
Navigation and drilldowns built around investment workflows
I redesigned navigation and views around common investment workflows, introducing a consistent design system and reducing the steps required to move between related records and complete routine tasks.
Field-level drilldowns let users investigate the underlying details of a position or activity and navigate directly to the relevant issuer or asset. The design preserved context as users moved from portfolio-level information into specific records and scenarios.
Integrated access to related S&P applications
I integrated S&P applications, including Notice Manager, into the WSO Insights experience. Relevant information became available within the client's existing workflow, reducing separate logins and the effort required to locate related information across applications.
Reporting and financial analysis through natural language
I scoped and designed an integrated AI reporting tool for data retrieval, visualization, and financial analysis through natural-language questions. The design extended the reporting experience to support investigation and explanation, as well as access to data.
Use cases included “show me a list of all positions,” “show me all par changes in the last week,” and “explain why my P&L changed day over day.” Users could request data, charts, and explanations without constructing a separate report for each question.
Contextual support within the platform
I scoped and designed an in-app support workflow that would attach relevant record links to a help request automatically. A request from a trade screen, for example, would include the trade context needed for investigation, reducing reliance on screenshots and follow-up questions.
The design included personal and company-wide ticket views so clients could identify previously reported issues and track their status within WSO Insights.