Overview
As the lead designer for Bank of America's enterprise onboarding transformation, I spearheaded a crucial initiative to modernize the bank's digital experience. The project centered on transforming a two-month onboarding process into a streamlined, week-long journey while maintaining strict banking security standards.
Challenge
Bank of America faced a critical challenge with its enterprise onboarding system. The existing process took two months to complete, causing significant customer friction and operational inefficiencies. The manual processes and outdated interface led to high abandonment rates and increased operational costs.
⭐️ Solution
We initiated the transformation with SRE team onboarding as our pilot group, leveraging their technical expertise for initial feedback. After successful testing and refinement with this group, we expanded the system to other enterprise personas. This phased approach enabled us to perfect the system with technically sophisticated users before full-scale deployment.
Stakeholder Engagement
The project kicked off with comprehensive stakeholder meetings to align on transforming the two-month onboarding process into a one-week journey. These discussions established clear success metrics and communication channels through daily standups and bi-weekly sprints, ensuring all parties remained aligned throughout the project lifecycle.
We conducted thorough analysis of enterprise banking onboarding processes across major financial institutions, identifying industry best practices and innovation opportunities. This research phase provided crucial insights into successful digital transformation patterns within the banking sector, while maintaining focus on security compliance standards.
SRE Team Collaboration
The strategic decision to pilot with the SRE team proved invaluable, as their technical expertise provided sophisticated feedback on the proposed solutions. Through in-depth interviews and continuous engagement, we gathered crucial insights about technical requirements, security constraints, and potential system optimizations before broader deployment.
User Flow Development
The existing onboarding journey was meticulously mapped to identify bottlenecks and automation opportunities. This analysis informed the creation of optimized user flows that prioritized streamlined data collection and automated verification processes while maintaining strict banking security standards
Wireframing Process
Wireframing Process Beginning in Sketch and all next design,
I developed comprehensive wireframes and interactive prototypes for key user journeys. This phase established the foundation for a robust component library that would later evolve into the complete design system, ensuring consistency across all digital touchpoints.
Feedback Integration
A multi-faceted feedback collection approach incorporated regular usability testing, stakeholder reviews, and pilot program insights. This continuous feedback loop, managed through Jira and integrated into Agile sprints, enabled rapid iterations and informed improvements throughout the development process.Working within an Agile framework,
I collaborated closely with cross-functional teams through daily standups and bi-weekly sprints. Using Jira for project management, we maintained rapid iteration cycles while ensuring all security and compliance requirements were met.Beyond my primary responsibility, I took the initiative to support other teams by designing a financial dashboard for the hybrid cloud platform and creating marketing materials for enterprise solutions. This demonstrated my ability to contribute across multiple projects while maintaining focus on core deliverables.
Design System Development
I created a comprehensive design system from scratch, establishing the foundation for Bank of America's digital presence. This system included a complete component library built in Figma and before in Sketch, ensuring consistency across all digital touchpoints. The system not only supported the onboarding transformation but also provided a foundation for future digital initiatives, significantly reducing design and development time for subsequent projects.
Technical Execution
The project leveraged modern design tools including Figma and Adobe Suite, while project management was handled through Jira and Confluence. Working in an Agile environment enabled rapid prototyping and iteration based on continuous feedback from stakeholders and users.Also we were going through WDAG requirementsIn the middle of the project we transferred from Sketch to Figma
UI/UX Design - Over 100+ screens
Impact & Results
The transformation delivered significant measurable improvements across multiple areas:
- Transformed onboarding from 2-month process to 1-week completion
- Reduced operational costs by 60% through process automation
- Reduced design-to-development handoff time
- Ensured consistent user experience across platforms
- Accelerated new feature implementation
- Established scalable foundation for future growth
Other Projects within organization in free time
