Fortune 100 Global Bank
Enterprise Work Coordination
Multi-role work assignment dashboard serving 40K+ daily users with 5x faster response times, processing 2.5M workflows annually.
The Challenge
- WorkHub is the central work coordination system for all banking and wealth operations ticket workflow initiation and tracking
- The old ticketing system did not follow design paradigms of the newly installed operations platform that was still maturing. The old technical architecture had crucial limitations on performance and mismatched UX scenarios.
- Users regularly exported data out of it to manipulate it manually in Excel as it aged and became out of sync with the source of truth
Key Accomplishments
- WorkHub is now a sophisticated multi-role, multi-scenario team and individual work assignment system designed for the bank's Asset & Wealth Management Operations teams. The platform enables employees to powerfully search, filter, re-assign, and view their queue of work tickets with significantly improved efficiency
- Provides meaningful, user-configurable real-time metrics, prioritization, and tracking at the individual and team level
- Experience-driven, re-engineered back-end data service and front-end UI library drastically improved interaction response time for thousands of records
Key Metrics
Dashboard Metrics Cards
Personalized and configurable dashboard cards act as navigational filter shortcuts. Users can navigate directly to filtered lists based on real-time metrics, enabling quick access to priority work items.
Key Features
- Card library with preview and descriptions
- Configurable card settings for personalization
- Direct navigation to filtered work queues
Personalized dashboard with configurable metric cards
Sophisticated Record Management
The main listing interface makes it easy to manipulate views similar to Excel spreadsheets, which users are already familiar with. Sophisticated filtering and sorting capabilities allow users to track progress, reassign work, and launch workflows efficiently.
Interface Highlights
- Excel-like manipulation familiar to users
- Advanced filtering and sorting for thousands of records
- Preview side panels for quick reference
- Bulk operations and reassignment capabilities
Main listing with preview panels and advanced filtering
Technical Excellence
The WorkHub project required close collaboration with engineering teams to re-engineer both the back-end data service and front-end UI library. This holistic approach resulted in a 5x improvement in response times, even when handling thousands of records simultaneously.