CHALLENGE
Business context: Financial Risk Organisation needed enhanced visibility into changes that occured when watchlists were updated from the regulatory source.
Problem statement: Limited visibility hindered proper utilisation of resources.
Strategic importance: Improved data visualisation directly impacts risk detection effectiveness and impacts customer experience.
MY ROLE
Position and responsibilities: Innovation Product Manager responsible for conceptualising and delivering the data visualisation solution.
Team structure: Collaborated with technical teams, professional services, and data and content teams.
APPROACH
Methodology: Applied data visualisation best practices to complex data assets.
Key activities:
Analysed professional services requirements for watchlist monitoring and analysis
Designed intuitive visualisation components for risk data
Identified optimal display methods for different data types
Created interactive dashboard wireframes for development by technical teams
Conducted user testing and iterative refinement
Stakeholder management: Collaborated with professional services and data teams to ensure the visualisation tool met operational needs.
OUTCOME
Quantifiable results: Significantly improved watchlist data accessibility and analysis capabilities.
Business impact: Enhanced discrepancy resolution times in watchlist data assets for professional services and data teams.
Adoption/implementation: Visualisation tool adopted by data and content team for internal investigation of data assets.
LESSONS LEARNED
Personal growth: Pivoting is natural and the project scope changed multiple times. Being proactive greatly helped navigating the project.
Key insights: Data visualisation, when done right, can greatly enhance data comprehension and decision-making speed.
How this shaped future work: Having Plans B and C help when project pivots.