{"id":1495,"date":"2026-03-05T06:44:39","date_gmt":"2026-03-05T06:44:39","guid":{"rendered":"https:\/\/www.rossomando.net\/?post_type=portfolio&p=1495"},"modified":"2026-04-30T19:03:30","modified_gmt":"2026-04-30T19:03:30","slug":"investor-communications-workflow","status":"publish","type":"portfolio","link":"https:\/\/www.rossomando.net\/index.php\/portfolio\/investor-communications-workflow\/","title":{"rendered":"Investor Communications Workflow"},"content":{"rendered":"\n

Investor Communications Workflow<\/h2>\n\n\n

Role:<\/strong> Lead UX\/UI Designer
Company:<\/strong> Allvue Systems<\/p>\n\n\n\n

Context<\/h4>\n\n\n\n

This project was designed to help clients generate and distribute investor communications using structured financial data from an enterprise reporting platform. Users moved through a multi-step workflow to select a data source, choose recipients, configure document templates, generate documents, and distribute them through multiple delivery channels.<\/p>\n\n\n\n

The original workflow was complex, visually dense, and difficult to navigate without training. I was brought in to simplify and complete the experience so users could move from data selection to distribution with more clarity and confidence.<\/p>\n<\/div>

\"\"<\/figure><\/div>\n\n\n\n
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\"After\"
After – Select Data Source<\/div><\/div><\/a>
\"Before\"
Before – Select Data Source<\/div><\/div><\/a><\/div>
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<\/div><\/div><\/div><\/div>\n<\/div>\n\n\n\n
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My Contribution<\/h4>\n\n\n\n

As Lead UX\/UI Designer, I restructured and simplified each step of the workflow:<\/p>\n\n\n\n

Select Data Source<\/h5>\n\n\n\n