Product Design & Develpment 2018-Current

Wells Fargo Wholesale Banking Tax Portal

Wholesale Tax Center of Excellence (COE) is created to establish core technology applications, processes and governance that will ensure Wholesale businesses comply with IRS tax code and foreign CRS.

Challenges

The tax processes and applications were inconsistent, inefficient and had a high degree of operational risk.

Solutions

Provided a unified tax portal to manage client onboarding, calculate tax withholding and enable reporting to the IRS.

Deliverables

Functional Specifications Document (FSD), Information Architecture, Wireframing, Visual Design, UX Design, Prototyping, Testing

What I Delivered

I provided and documented all necessary design documentation, including wireframes, business rules, and technical requirements in functional specifications documents (FSD) and UX guides based on business requirements documents (BRD).

  • Redesign and restructured user interface and provided a design system
  • Designed wireframes, interactive lo-fi to hi-fi prototypes
  • Collaborated with BA team to design, validating, analysis business requirements through the software development lifecycle
  • Facilitated UI development, and working with front-end developers to implement the screens and solutions
  • Worked with QA team to validate functionalities and solutions
  • Conducted interviews with end-users and stakeholders to discover and improve the usability of the product