TL;DR
• Redesigned a critical start-of-day workflow, saving Operations users 180+ hours per year.
• Identified, pitched, and delivered Integrations Hub 0-1, reducing implementation costs.
• Designed Tasks for mobile, enabling users to track and unblock work away from their desks.
• Redesigned a critical start-of-day workflow, saving Operations users 180+ hours per year.
• Identified, pitched, and delivered Integrations Hub 0-1, reducing implementation costs.
• Designed Tasks for mobile, enabling users to track and unblock work away from their desks.
About Ridgeline
Founded by Dave Duffield, Ridgeline is the first vertically integrated, cloud-based software platform for the investment management industry. For the past 2.5 years, I've led design for the Workflows, Custodian Data, and Integrations Experience product areas.
About Ridgeline
Founded by Dave Duffield, Ridgeline is the first vertically integrated, cloud-based software platform for the investment management industry. For the past 2.5 years, I've led design for the Workflows, Custodian Data, and Integrations Experience product areas.
About Ridgeline
Founded by Dave Duffield, Ridgeline is the first vertically integrated, cloud-based software platform for the investment management industry. For the past 2.5 years, I've led design for the Workflows, Custodian Data, and Integrations Experience product areas.
Integrations Hub
Integrations Hub
Integrations Hub
Product Area
Integrations Experience
Product Area
Integrations Experience
Product Area
Integrations Experience
Timeline
4 months
Timeline
4 months
Team
1 Designer, 1 PM, 1 FE Dev, 3 BE Devs, 1 QE
Team
1 Designer, 1 PM, 1 FE Dev, 3 BE Devs, 1 QE
Team
1 Designer, 1 PM, 1 FE Dev, 3 BE Devs, 1 QE
Problem: Fragmented integration experience causing inefficiencies.
Problem: Fragmented integration experience causing inefficiencies.
Problem: Fragmented integration experience causing inefficiencies.
Ridgeline's unified platform initially offered a fragmented integration setup, layering functionality onto existing features with different use cases. While this met deadlines, it resulted in user experience debt, higher implementation costs, and longer onboarding timelines.
Ridgeline's unified platform initially offered a fragmented integration setup, layering functionality onto existing features with different use cases. While this met deadlines, it resulted in user experience debt, higher implementation costs, and longer onboarding timelines.
Solution: Streamlined management with Integrations Hub.
Solution: Streamlined management with Integrations Hub.
Solution: Streamlined management with Integrations Hub.
Introducing Integrations Hub — a unified interface designed to streamline and enhance the management of system integrations. By providing a single pane of glass for all integrations, we’ve made it easier for users to navigate and monitor the system.
Introducing Integrations Hub — a unified interface designed to streamline and enhance the management of system integrations. By providing a single pane of glass for all integrations, we’ve made it easier for users to navigate and monitor the system.
Impact
Impact
Impact
Lowered implementation costs and shortened timelines.
Enhanced user experience for Operations personas.
New functionality for Integration Developers.
Lowered implementation costs and shortened timelines.
Enhanced user experience for Operations personas.
New functionality for Integration Developers.
Single Pane of Glass
Single Pane of Glass
Single Pane of Glass
Integrations Hub consists of 3 tabs: Recent Runs, Integrations, and Connections.
Integrations Hub consists of 3 tabs: Recent Runs, Integrations, and Connections.
Integrations Hub consists of 3 tabs: Recent Runs, Integrations, and Connections.
Integrations
Integrations
Allows Operations Users to view all types of integrations in a single space.
Allows Operations Users to view all types of integrations in a single space.
Recent Runs
Recent Runs
Operations users can view all integrations running across their system in real-time.
Operations users can view all integrations running across their system in real-time.
Connections
Connections
Ridgeline also needs a way to support connections with third-party platforms.
Ridgeline also needs a way to support connections with third-party platforms.
I’d love to chat and share more about my process for this project—feel free to reach out for details!
I’d love to chat and share more about my process for this project—feel free to reach out for details!
I’d love to chat and share more about my process for this project—feel free to reach out for details!
Tasks | Mobile
Tasks | Mobile
Tasks | Mobile
Product Area
Workflows
Product Area
Workflows
Product Area
Workflows
Timeline
3 weeks
Timeline
3 weeks
Timeline
3 weeks
Team
1 Designer, 1 PM, 1 FE Dev, 2 BE Devs, 1 QE
Team
1 Designer, 1 PM, 1 FE Dev, 2 BE Devs, 1 QE
Team
1 Designer, 1 PM, 1 FE Dev, 2 BE Devs, 1 QE
Problem: Ridgeline can only help you at the computer.
Problem: Ridgeline can only help you at the computer.
Problem: Ridgeline can only help you at the computer.
Investment firm leaders are frequently on the move, but the lack of mobile optimization made the experience clunky, reducing productivity and slowing decisions across firms.
Investment firm leaders are frequently on the move, but the lack of mobile optimization made the experience clunky, reducing productivity and slowing decisions across firms.
Solution: Mobile friendly experience for on-the-go needs.
Solution: Mobile friendly experience for on-the-go needs.
Solution: Mobile friendly experience for on-the-go needs.
Developed a version of the Ridgeline platform for problems that need attention quickly, frequently, or at any hour. As the designer of Workflows, I translated our desktop designs for Tasks to mobile.
Developed a version of the Ridgeline platform for problems that need attention quickly, frequently, or at any hour. As the designer of Workflows, I translated our desktop designs for Tasks to mobile.
Impact
Impact
Impact
Boosted customer satisfaction by enabling task management on the go.
Increased productivity for decision-makers, speeding up workflows.
Delivered a mobile app that reinforced Ridgeline’s focus on innovation.
Boosted customer satisfaction by enabling task management on the go.
Increased productivity for decision-makers, speeding up workflows.
Delivered a mobile app that reinforced Ridgeline’s focus on innovation.
I’d love to chat and share more about my process for this project—feel free to reach out for details!
I’d love to chat and share more about my process for this project—feel free to reach out for details!
I’d love to chat and share more about my process for this project—feel free to reach out for details!
Thanks for reading! I also designed a feedback tool for VidMob. Wanna see?
Thanks for reading! I also designed a feedback tool for VidMob. Wanna see?
2024
Thanks for reading! I also designed a feedback tool for VidMob. Wanna see?
