{"id":1495,"date":"2026-03-05T06:44:39","date_gmt":"2026-03-05T06:44:39","guid":{"rendered":"https:\/\/www.rossomando.net\/?post_type=portfolio&#038;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<div class=\"wp-block-media-text has-media-on-the-right is-stacked-on-mobile\" id=\"Image1\"><div class=\"wp-block-media-text__content\"><h2 class=\"wp-block-post-title\">Investor Communications Workflow<\/h2>\n\n\n<p style=\"padding-bottom:20px\"><strong>Role:<\/strong> Lead UX\/UI Designer<br><strong>Company:<\/strong> Allvue Systems<\/p>\n\n\n\n<h4 class=\"wp-block-heading\">Context<\/h4>\n\n\n\n<p class=\"is-excerpt\">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<p class=\"is-excerpt\">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  class=\"wp-block-media-text__media\"><img loading=\"lazy\" decoding=\"async\" width=\"3200\" height=\"2133\" alt=\"\" src=\"https:\/\/www.rossomando.net\/wp-content\/uploads\/2026\/03\/Investor-Mail-BI-Hub-Featured-Image.png\" class=\"wp-image-1500 size-full\" srcset=\"https:\/\/www.rossomando.net\/wp-content\/uploads\/2026\/03\/Investor-Mail-BI-Hub-Featured-Image.png 3200w, https:\/\/www.rossomando.net\/wp-content\/uploads\/2026\/03\/Investor-Mail-BI-Hub-Featured-Image-300x200.png 300w, https:\/\/www.rossomando.net\/wp-content\/uploads\/2026\/03\/Investor-Mail-BI-Hub-Featured-Image-1024x683.png 1024w, https:\/\/www.rossomando.net\/wp-content\/uploads\/2026\/03\/Investor-Mail-BI-Hub-Featured-Image-768x512.png 768w, https:\/\/www.rossomando.net\/wp-content\/uploads\/2026\/03\/Investor-Mail-BI-Hub-Featured-Image-1536x1024.png 1536w, https:\/\/www.rossomando.net\/wp-content\/uploads\/2026\/03\/Investor-Mail-BI-Hub-Featured-Image-2048x1365.png 2048w\" sizes=\"auto, (max-width: 3200px) 100vw, 3200px\" \/><\/figure><\/div>\n\n\n\n<div class=\"wp-block-columns has-tertiary-background-color has-background is-layout-flex wp-container-core-columns-is-layout-74e2db4f wp-block-columns-is-layout-flex\" id=\"Image2\" style=\"padding-top:0px;padding-right:0px;padding-bottom:0px;padding-left:0px\">\n<div class=\"wp-block-column is-layout-flow wp-block-column-is-layout-flow\">\n<div class=\"wp-block-gutsliders-photo-carousel gutslider-08227abe nav_inside nav_cc ba-gutslider\" data-swiper-options=\"{&quot;slidesPerView&quot;:1,&quot;spaceBetween&quot;:0,&quot;loop&quot;:true,&quot;autoplay&quot;:false,&quot;speed&quot;:800,&quot;effect&quot;:&quot;slide&quot;,&quot;keyboard&quot;:{&quot;enabled&quot;:false},&quot;mousewheel&quot;:false,&quot;breakpoints&quot;:{&quot;320&quot;:{&quot;slidesPerView&quot;:1,&quot;spaceBetween&quot;:0},&quot;768&quot;:{&quot;slidesPerView&quot;:2,&quot;spaceBetween&quot;:15},&quot;1025&quot;:{&quot;slidesPerView&quot;:&quot;1&quot;,&quot;spaceBetween&quot;:15}},&quot;navigation&quot;:{&quot;nextEl&quot;:&quot;.gutslider-08227abe .swiper-button-next&quot;,&quot;prevEl&quot;:&quot;.gutslider-08227abe .swiper-button-prev&quot;},&quot;pagination&quot;:false}\"><div class=\"swiper\"><div class=\"swiper-wrapper\"><a class=\"swiper-slide\" data-fslightbox=\"gallery\" href=\"https:\/\/www.rossomando.net\/wp-content\/uploads\/2026\/03\/Select-Data-Source.png\"><div class=\"swiper-container-outer zoom__in\"><img loading=\"lazy\" decoding=\"async\" width=\"1690\" height=\"1075\" src=\"https:\/\/www.rossomando.net\/wp-content\/uploads\/2026\/03\/Select-Data-Source.png\" alt=\"After\" class=\"wp-image-1509\" srcset=\"https:\/\/www.rossomando.net\/wp-content\/uploads\/2026\/03\/Select-Data-Source.png 1690w, https:\/\/www.rossomando.net\/wp-content\/uploads\/2026\/03\/Select-Data-Source-300x191.png 300w, https:\/\/www.rossomando.net\/wp-content\/uploads\/2026\/03\/Select-Data-Source-1024x651.png 1024w, https:\/\/www.rossomando.net\/wp-content\/uploads\/2026\/03\/Select-Data-Source-768x489.png 768w, https:\/\/www.rossomando.net\/wp-content\/uploads\/2026\/03\/Select-Data-Source-1536x977.png 1536w\" sizes=\"auto, (max-width: 1690px) 100vw, 1690px\" \/><div class=\"gutslider-caption bottom__left full__width\">After &#8211; Select Data Source<\/div><\/div><\/a><a class=\"swiper-slide\" data-fslightbox=\"gallery\" href=\"https:\/\/www.rossomando.net\/wp-content\/uploads\/2026\/03\/002-2.png\"><div class=\"swiper-container-outer zoom__in\"><img loading=\"lazy\" decoding=\"async\" width=\"1690\" height=\"1075\" src=\"https:\/\/www.rossomando.net\/wp-content\/uploads\/2026\/03\/002-2.png\" alt=\"Before\" class=\"wp-image-1510\" srcset=\"https:\/\/www.rossomando.net\/wp-content\/uploads\/2026\/03\/002-2.png 1690w, https:\/\/www.rossomando.net\/wp-content\/uploads\/2026\/03\/002-2-300x191.png 300w, https:\/\/www.rossomando.net\/wp-content\/uploads\/2026\/03\/002-2-1024x651.png 1024w, https:\/\/www.rossomando.net\/wp-content\/uploads\/2026\/03\/002-2-768x489.png 768w, https:\/\/www.rossomando.net\/wp-content\/uploads\/2026\/03\/002-2-1536x977.png 1536w\" sizes=\"auto, (max-width: 1690px) 100vw, 1690px\" \/><div class=\"gutslider-caption bottom__left full__width\">Before &#8211; Select Data Source<\/div><\/div><\/a><\/div><div class=\"gutslider-nav nav_inside nav_cc\"><div class=\"swiper-button-prev\"><\/div><div class=\"swiper-button-next\"><\/div><\/div><\/div><\/div>\n<\/div>\n\n\n\n<div class=\"wp-block-column is-layout-flow wp-block-column-is-layout-flow\" style=\"padding-top:8%;padding-right:0;padding-bottom:8%;padding-left:0\">\n<h4 class=\"wp-block-heading\" style=\"padding-right:8%;padding-left:8%\">My Contribution<\/h4>\n\n\n\n<p style=\"padding-right:8%;padding-bottom:20px;padding-left:8%\">As Lead UX\/UI Designer, I restructured and simplified each step of the workflow:<\/p>\n\n\n\n<h5 class=\"wp-block-heading\" style=\"padding-right:8%;padding-bottom:2%;padding-left:8%\">Select Data Source<\/h5>\n\n\n\n<ul style=\"padding-right:8%;padding-left:13.6%\" class=\"wp-block-list\">\n<li>Reorganized the layout so all data sources appeared in a dedicated left column, clearly indicating where users should begin.<\/li>\n\n\n\n<li>Aligned the right-side layout with the visual structure used when creating a data source, improving consistency and recognition.<\/li>\n<\/ul>\n<\/div>\n<\/div>\n\n\n\n<div class=\"wp-block-columns has-tertiary-background-color has-background is-layout-flex wp-container-core-columns-is-layout-74e2db4f wp-block-columns-is-layout-flex\" id=\"Image3\" style=\"padding-top:0px;padding-right:0px;padding-bottom:0px;padding-left:0px\">\n<div class=\"wp-block-column has-background-background-color has-background is-layout-flow wp-block-column-is-layout-flow\" style=\"padding-top:8%;padding-right:0;padding-bottom:8%;padding-left:0\">\n<h5 class=\"wp-block-heading\" style=\"padding-right:8%;padding-bottom:2%;padding-left:8%\">Select Entity<\/h5>\n\n\n\n<ul style=\"padding-right:8%;padding-left:13.6%\" class=\"wp-block-list\">\n<li>Reduced unnecessary dropdown complexity after clarifying requirements with the Product Manager.<\/li>\n\n\n\n<li>Replaced a small multi-select dropdown with a full entity list view, making it easier for users to review and select entities.<\/li>\n\n\n\n<li>Moved the starting point of this step to the left column to keep the workflow consistent across each step.<\/li>\n\n\n\n<li>Moved an important setup decision to the start of the workflow so later steps could be more focused and streamlined.<\/li>\n\n\n\n<li>Moved persistent metadata (title and description) into the lower data preview area, freeing up valuable workspace and reducing distraction.<\/li>\n<\/ul>\n<\/div>\n\n\n\n<div class=\"wp-block-column is-layout-flow wp-block-column-is-layout-flow\">\n<div class=\"wp-block-gutsliders-photo-carousel gutslider-6bed6488 nav_inside nav_cc ba-gutslider\" data-swiper-options=\"{&quot;slidesPerView&quot;:1,&quot;spaceBetween&quot;:0,&quot;loop&quot;:true,&quot;autoplay&quot;:false,&quot;speed&quot;:800,&quot;effect&quot;:&quot;slide&quot;,&quot;keyboard&quot;:{&quot;enabled&quot;:false},&quot;mousewheel&quot;:false,&quot;breakpoints&quot;:{&quot;320&quot;:{&quot;slidesPerView&quot;:1,&quot;spaceBetween&quot;:0},&quot;768&quot;:{&quot;slidesPerView&quot;:2,&quot;spaceBetween&quot;:15},&quot;1025&quot;:{&quot;slidesPerView&quot;:&quot;1&quot;,&quot;spaceBetween&quot;:15}},&quot;navigation&quot;:{&quot;nextEl&quot;:&quot;.gutslider-6bed6488 .swiper-button-next&quot;,&quot;prevEl&quot;:&quot;.gutslider-6bed6488 .swiper-button-prev&quot;},&quot;pagination&quot;:false}\"><div class=\"swiper\"><div class=\"swiper-wrapper\"><a class=\"swiper-slide\" data-fslightbox=\"gallery\" href=\"https:\/\/www.rossomando.net\/wp-content\/uploads\/2026\/03\/Select-Entities-Identifier-Field-Selected.png\"><div class=\"swiper-container-outer zoom__in\"><img loading=\"lazy\" decoding=\"async\" width=\"1690\" height=\"1075\" src=\"https:\/\/www.rossomando.net\/wp-content\/uploads\/2026\/03\/Select-Entities-Identifier-Field-Selected.png\" alt=\"\" class=\"wp-image-1513\" srcset=\"https:\/\/www.rossomando.net\/wp-content\/uploads\/2026\/03\/Select-Entities-Identifier-Field-Selected.png 1690w, https:\/\/www.rossomando.net\/wp-content\/uploads\/2026\/03\/Select-Entities-Identifier-Field-Selected-300x191.png 300w, https:\/\/www.rossomando.net\/wp-content\/uploads\/2026\/03\/Select-Entities-Identifier-Field-Selected-1024x651.png 1024w, https:\/\/www.rossomando.net\/wp-content\/uploads\/2026\/03\/Select-Entities-Identifier-Field-Selected-768x489.png 768w, https:\/\/www.rossomando.net\/wp-content\/uploads\/2026\/03\/Select-Entities-Identifier-Field-Selected-1536x977.png 1536w\" sizes=\"auto, (max-width: 1690px) 100vw, 1690px\" \/><div class=\"gutslider-caption bottom__left full__width\">After &#8211; Select Entities<\/div><\/div><\/a><a class=\"swiper-slide\" data-fslightbox=\"gallery\" href=\"https:\/\/www.rossomando.net\/wp-content\/uploads\/2026\/03\/Data-Source-Fully-Collapsed.png\"><div class=\"swiper-container-outer zoom__in\"><img loading=\"lazy\" decoding=\"async\" width=\"1690\" height=\"1075\" src=\"https:\/\/www.rossomando.net\/wp-content\/uploads\/2026\/03\/Data-Source-Fully-Collapsed.png\" alt=\"\" class=\"wp-image-1514\" srcset=\"https:\/\/www.rossomando.net\/wp-content\/uploads\/2026\/03\/Data-Source-Fully-Collapsed.png 1690w, https:\/\/www.rossomando.net\/wp-content\/uploads\/2026\/03\/Data-Source-Fully-Collapsed-300x191.png 300w, https:\/\/www.rossomando.net\/wp-content\/uploads\/2026\/03\/Data-Source-Fully-Collapsed-1024x651.png 1024w, https:\/\/www.rossomando.net\/wp-content\/uploads\/2026\/03\/Data-Source-Fully-Collapsed-768x489.png 768w, https:\/\/www.rossomando.net\/wp-content\/uploads\/2026\/03\/Data-Source-Fully-Collapsed-1536x977.png 1536w\" sizes=\"auto, (max-width: 1690px) 100vw, 1690px\" \/><div class=\"gutslider-caption bottom__left full__width\">After &#8211; Data Source Collapsed<\/div><\/div><\/a><a class=\"swiper-slide\" data-fslightbox=\"gallery\" href=\"https:\/\/www.rossomando.net\/wp-content\/uploads\/2026\/03\/New-Report-Distribution-Popup.png\"><div class=\"swiper-container-outer zoom__in\"><img loading=\"lazy\" decoding=\"async\" width=\"1690\" height=\"1062\" src=\"https:\/\/www.rossomando.net\/wp-content\/uploads\/2026\/03\/New-Report-Distribution-Popup.png\" alt=\"\" class=\"wp-image-1520\" srcset=\"https:\/\/www.rossomando.net\/wp-content\/uploads\/2026\/03\/New-Report-Distribution-Popup.png 1690w, https:\/\/www.rossomando.net\/wp-content\/uploads\/2026\/03\/New-Report-Distribution-Popup-300x189.png 300w, https:\/\/www.rossomando.net\/wp-content\/uploads\/2026\/03\/New-Report-Distribution-Popup-1024x643.png 1024w, https:\/\/www.rossomando.net\/wp-content\/uploads\/2026\/03\/New-Report-Distribution-Popup-768x483.png 768w, https:\/\/www.rossomando.net\/wp-content\/uploads\/2026\/03\/New-Report-Distribution-Popup-1536x965.png 1536w\" sizes=\"auto, (max-width: 1690px) 100vw, 1690px\" \/><div class=\"gutslider-caption bottom__left full__width\">Initial Entry Popup<\/div><\/div><\/a><a class=\"swiper-slide\" data-fslightbox=\"gallery\" href=\"https:\/\/www.rossomando.net\/wp-content\/uploads\/2026\/03\/003-3.png\"><div class=\"swiper-container-outer zoom__in\"><img loading=\"lazy\" decoding=\"async\" width=\"1690\" height=\"1075\" src=\"https:\/\/www.rossomando.net\/wp-content\/uploads\/2026\/03\/003-3.png\" alt=\"\" class=\"wp-image-1515\" srcset=\"https:\/\/www.rossomando.net\/wp-content\/uploads\/2026\/03\/003-3.png 1690w, https:\/\/www.rossomando.net\/wp-content\/uploads\/2026\/03\/003-3-300x191.png 300w, https:\/\/www.rossomando.net\/wp-content\/uploads\/2026\/03\/003-3-1024x651.png 1024w, https:\/\/www.rossomando.net\/wp-content\/uploads\/2026\/03\/003-3-768x489.png 768w, https:\/\/www.rossomando.net\/wp-content\/uploads\/2026\/03\/003-3-1536x977.png 1536w\" sizes=\"auto, (max-width: 1690px) 100vw, 1690px\" \/><div class=\"gutslider-caption bottom__left full__width\">Before &#8211; Select Entities<\/div><\/div><\/a><\/div><div class=\"gutslider-nav nav_inside nav_cc\"><div class=\"swiper-button-prev\"><\/div><div class=\"swiper-button-next\"><\/div><\/div><\/div><\/div>\n<\/div>\n<\/div>\n\n\n\n<div class=\"wp-block-columns has-tertiary-background-color has-background is-layout-flex wp-container-core-columns-is-layout-74e2db4f wp-block-columns-is-layout-flex\" id=\"Image4\" style=\"padding-top:0px;padding-right:0px;padding-bottom:0px;padding-left:0px\">\n<div class=\"wp-block-column is-layout-flow wp-block-column-is-layout-flow\">\n<div class=\"wp-block-gutsliders-photo-carousel gutslider-329fb3ed nav_inside nav_cc ba-gutslider\" data-swiper-options=\"{&quot;slidesPerView&quot;:1,&quot;spaceBetween&quot;:0,&quot;loop&quot;:true,&quot;autoplay&quot;:false,&quot;speed&quot;:800,&quot;effect&quot;:&quot;slide&quot;,&quot;keyboard&quot;:{&quot;enabled&quot;:false},&quot;mousewheel&quot;:false,&quot;breakpoints&quot;:{&quot;320&quot;:{&quot;slidesPerView&quot;:1,&quot;spaceBetween&quot;:0},&quot;768&quot;:{&quot;slidesPerView&quot;:2,&quot;spaceBetween&quot;:15},&quot;1025&quot;:{&quot;slidesPerView&quot;:&quot;1&quot;,&quot;spaceBetween&quot;:15}},&quot;navigation&quot;:{&quot;nextEl&quot;:&quot;.gutslider-329fb3ed .swiper-button-next&quot;,&quot;prevEl&quot;:&quot;.gutslider-329fb3ed .swiper-button-prev&quot;},&quot;pagination&quot;:false}\"><div class=\"swiper\"><div class=\"swiper-wrapper\"><a class=\"swiper-slide\" data-fslightbox=\"gallery\" href=\"https:\/\/www.rossomando.net\/wp-content\/uploads\/2026\/03\/Setup-Document-Template-and-Generate.png\"><div class=\"swiper-container-outer zoom__in\"><img loading=\"lazy\" decoding=\"async\" width=\"1690\" height=\"1075\" src=\"https:\/\/www.rossomando.net\/wp-content\/uploads\/2026\/03\/Setup-Document-Template-and-Generate.png\" alt=\"\" class=\"wp-image-1578\" srcset=\"https:\/\/www.rossomando.net\/wp-content\/uploads\/2026\/03\/Setup-Document-Template-and-Generate.png 1690w, https:\/\/www.rossomando.net\/wp-content\/uploads\/2026\/03\/Setup-Document-Template-and-Generate-300x191.png 300w, https:\/\/www.rossomando.net\/wp-content\/uploads\/2026\/03\/Setup-Document-Template-and-Generate-1024x651.png 1024w, https:\/\/www.rossomando.net\/wp-content\/uploads\/2026\/03\/Setup-Document-Template-and-Generate-768x489.png 768w, https:\/\/www.rossomando.net\/wp-content\/uploads\/2026\/03\/Setup-Document-Template-and-Generate-1536x977.png 1536w\" sizes=\"auto, (max-width: 1690px) 100vw, 1690px\" \/><div class=\"gutslider-caption bottom__left full__width\">After &#8211; Setup Document Template and Generate<\/div><\/div><\/a><a class=\"swiper-slide\" data-fslightbox=\"gallery\" href=\"https:\/\/www.rossomando.net\/wp-content\/uploads\/2026\/03\/Template-Loaded.png\"><div class=\"swiper-container-outer zoom__in\"><img loading=\"lazy\" decoding=\"async\" width=\"1690\" height=\"1075\" src=\"https:\/\/www.rossomando.net\/wp-content\/uploads\/2026\/03\/Template-Loaded.png\" alt=\"\" class=\"wp-image-1579\" srcset=\"https:\/\/www.rossomando.net\/wp-content\/uploads\/2026\/03\/Template-Loaded.png 1690w, https:\/\/www.rossomando.net\/wp-content\/uploads\/2026\/03\/Template-Loaded-300x191.png 300w, https:\/\/www.rossomando.net\/wp-content\/uploads\/2026\/03\/Template-Loaded-1024x651.png 1024w, https:\/\/www.rossomando.net\/wp-content\/uploads\/2026\/03\/Template-Loaded-768x489.png 768w, https:\/\/www.rossomando.net\/wp-content\/uploads\/2026\/03\/Template-Loaded-1536x977.png 1536w\" sizes=\"auto, (max-width: 1690px) 100vw, 1690px\" \/><div class=\"gutslider-caption bottom__left full__width\">After &#8211; Template Loaded<\/div><\/div><\/a><a class=\"swiper-slide\" data-fslightbox=\"gallery\" href=\"https:\/\/www.rossomando.net\/wp-content\/uploads\/2026\/03\/Documents-Generated-Toast-Message.png\"><div class=\"swiper-container-outer zoom__in\"><img loading=\"lazy\" decoding=\"async\" width=\"1690\" height=\"1075\" src=\"https:\/\/www.rossomando.net\/wp-content\/uploads\/2026\/03\/Documents-Generated-Toast-Message.png\" alt=\"\" class=\"wp-image-1580\" srcset=\"https:\/\/www.rossomando.net\/wp-content\/uploads\/2026\/03\/Documents-Generated-Toast-Message.png 1690w, https:\/\/www.rossomando.net\/wp-content\/uploads\/2026\/03\/Documents-Generated-Toast-Message-300x191.png 300w, https:\/\/www.rossomando.net\/wp-content\/uploads\/2026\/03\/Documents-Generated-Toast-Message-1024x651.png 1024w, https:\/\/www.rossomando.net\/wp-content\/uploads\/2026\/03\/Documents-Generated-Toast-Message-768x489.png 768w, https:\/\/www.rossomando.net\/wp-content\/uploads\/2026\/03\/Documents-Generated-Toast-Message-1536x977.png 1536w\" sizes=\"auto, (max-width: 1690px) 100vw, 1690px\" \/><div class=\"gutslider-caption bottom__left full__width\">After &#8211; Documents Generated<\/div><\/div><\/a><a class=\"swiper-slide\" data-fslightbox=\"gallery\" href=\"https:\/\/www.rossomando.net\/wp-content\/uploads\/2026\/03\/005-5.png\"><div class=\"swiper-container-outer zoom__in\"><img loading=\"lazy\" decoding=\"async\" width=\"1690\" height=\"1075\" src=\"https:\/\/www.rossomando.net\/wp-content\/uploads\/2026\/03\/005-5.png\" alt=\"\" class=\"wp-image-1583\" srcset=\"https:\/\/www.rossomando.net\/wp-content\/uploads\/2026\/03\/005-5.png 1690w, https:\/\/www.rossomando.net\/wp-content\/uploads\/2026\/03\/005-5-300x191.png 300w, https:\/\/www.rossomando.net\/wp-content\/uploads\/2026\/03\/005-5-1024x651.png 1024w, https:\/\/www.rossomando.net\/wp-content\/uploads\/2026\/03\/005-5-768x489.png 768w, https:\/\/www.rossomando.net\/wp-content\/uploads\/2026\/03\/005-5-1536x977.png 1536w\" sizes=\"auto, (max-width: 1690px) 100vw, 1690px\" \/><div class=\"gutslider-caption bottom__left full__width\">Before &#8211; Setup Document Template and Generate<\/div><\/div><\/a><\/div><div class=\"gutslider-nav nav_inside nav_cc\"><div class=\"swiper-button-prev\"><\/div><div class=\"swiper-button-next\"><\/div><\/div><\/div><\/div>\n<\/div>\n\n\n\n<div class=\"wp-block-column is-layout-flow wp-block-column-is-layout-flow\" style=\"padding-top:8%;padding-right:0;padding-bottom:8%;padding-left:0\">\n<h5 class=\"wp-block-heading\" style=\"padding-right:8%;padding-bottom:2%;padding-left:8%\">Setup Document Template and Generate<\/h5>\n\n\n\n<ul style=\"padding-right:8%;padding-left:13.6%\" class=\"wp-block-list\">\n<li>Combined template configuration and document generation into a single cohesive step to reduce context switching.<\/li>\n\n\n\n<li>Redesigned the tag mapping flow into a clear two-step interaction:\n<ul class=\"wp-block-list\">\n<li>Map the tag<\/li>\n\n\n\n<li>Set its properties<\/li>\n<\/ul>\n<\/li>\n\n\n\n<li>Replaced a subtle pencil icon interaction with a clearer workflow to prevent missed configuration steps.<\/li>\n\n\n\n<li>Added a Preview function so users could view a fully populated document before generation.<\/li>\n\n\n\n<li>Allowed users to continue forward with a warning if mapping was incomplete, or if documents were not generated yet preventing unnecessary workflow blocking.<\/li>\n<\/ul>\n<\/div>\n<\/div>\n\n\n\n<div class=\"wp-block-columns has-tertiary-background-color has-background is-layout-flex wp-container-core-columns-is-layout-74e2db4f wp-block-columns-is-layout-flex\" id=\"Image5\" style=\"padding-top:0px;padding-right:0px;padding-bottom:0px;padding-left:0px\">\n<div class=\"wp-block-column has-background-background-color has-background is-layout-flow wp-block-column-is-layout-flow\" style=\"padding-top:8%;padding-right:0;padding-bottom:8%;padding-left:0\">\n<h5 class=\"wp-block-heading\" style=\"padding-right:8%;padding-bottom:2%;padding-left:8%\">Deliver Documents and Tracking<\/h5>\n\n\n\n<ul style=\"padding-right:8%;padding-left:13.6%\" class=\"wp-block-list\">\n<li>Simplified the final step to focus on document delivery and tracking across multiple distribution channels.<\/li>\n\n\n\n<li>Designed an approval process before delivery, added dashboard visibility for outgoing communications, and introduced tracking so users could monitor delivery status and engagement.<\/li>\n<\/ul>\n<\/div>\n\n\n\n<div class=\"wp-block-column is-layout-flow wp-block-column-is-layout-flow\">\n<div class=\"wp-block-gutsliders-photo-carousel gutslider-449c7946 nav_inside nav_cc ba-gutslider\" data-swiper-options=\"{&quot;slidesPerView&quot;:1,&quot;spaceBetween&quot;:0,&quot;loop&quot;:true,&quot;autoplay&quot;:false,&quot;speed&quot;:800,&quot;effect&quot;:&quot;slide&quot;,&quot;keyboard&quot;:{&quot;enabled&quot;:false},&quot;mousewheel&quot;:false,&quot;breakpoints&quot;:{&quot;320&quot;:{&quot;slidesPerView&quot;:1,&quot;spaceBetween&quot;:0},&quot;768&quot;:{&quot;slidesPerView&quot;:2,&quot;spaceBetween&quot;:15},&quot;1025&quot;:{&quot;slidesPerView&quot;:&quot;1&quot;,&quot;spaceBetween&quot;:15}},&quot;navigation&quot;:{&quot;nextEl&quot;:&quot;.gutslider-449c7946 .swiper-button-next&quot;,&quot;prevEl&quot;:&quot;.gutslider-449c7946 .swiper-button-prev&quot;},&quot;pagination&quot;:false}\"><div class=\"swiper\"><div class=\"swiper-wrapper\"><a class=\"swiper-slide\" data-fslightbox=\"gallery\" href=\"https:\/\/www.rossomando.net\/wp-content\/uploads\/2026\/03\/Step-4-Deliver-Documents.png\"><div class=\"swiper-container-outer zoom__in\"><img loading=\"lazy\" decoding=\"async\" width=\"1690\" height=\"1075\" src=\"https:\/\/www.rossomando.net\/wp-content\/uploads\/2026\/03\/Step-4-Deliver-Documents.png\" alt=\"\" class=\"wp-image-1586\" srcset=\"https:\/\/www.rossomando.net\/wp-content\/uploads\/2026\/03\/Step-4-Deliver-Documents.png 1690w, https:\/\/www.rossomando.net\/wp-content\/uploads\/2026\/03\/Step-4-Deliver-Documents-300x191.png 300w, https:\/\/www.rossomando.net\/wp-content\/uploads\/2026\/03\/Step-4-Deliver-Documents-1024x651.png 1024w, https:\/\/www.rossomando.net\/wp-content\/uploads\/2026\/03\/Step-4-Deliver-Documents-768x489.png 768w, https:\/\/www.rossomando.net\/wp-content\/uploads\/2026\/03\/Step-4-Deliver-Documents-1536x977.png 1536w\" sizes=\"auto, (max-width: 1690px) 100vw, 1690px\" \/><div class=\"gutslider-caption bottom__left full__width\">After &#8211; Deliver Documents<\/div><\/div><\/a><a class=\"swiper-slide\" data-fslightbox=\"gallery\" href=\"https:\/\/www.rossomando.net\/wp-content\/uploads\/2026\/03\/Add-Distribution-Method-Popup.png\"><div class=\"swiper-container-outer zoom__in\"><img loading=\"lazy\" decoding=\"async\" width=\"1690\" height=\"1075\" src=\"https:\/\/www.rossomando.net\/wp-content\/uploads\/2026\/03\/Add-Distribution-Method-Popup.png\" alt=\"\" class=\"wp-image-1587\" srcset=\"https:\/\/www.rossomando.net\/wp-content\/uploads\/2026\/03\/Add-Distribution-Method-Popup.png 1690w, https:\/\/www.rossomando.net\/wp-content\/uploads\/2026\/03\/Add-Distribution-Method-Popup-300x191.png 300w, https:\/\/www.rossomando.net\/wp-content\/uploads\/2026\/03\/Add-Distribution-Method-Popup-1024x651.png 1024w, https:\/\/www.rossomando.net\/wp-content\/uploads\/2026\/03\/Add-Distribution-Method-Popup-768x489.png 768w, https:\/\/www.rossomando.net\/wp-content\/uploads\/2026\/03\/Add-Distribution-Method-Popup-1536x977.png 1536w\" sizes=\"auto, (max-width: 1690px) 100vw, 1690px\" \/><div class=\"gutslider-caption bottom__left full__width\">No Caption<\/div><\/div><\/a><a class=\"swiper-slide\" data-fslightbox=\"gallery\" href=\"https:\/\/www.rossomando.net\/wp-content\/uploads\/2026\/03\/Add-Distribution-Method-Popup-Setup-Email-Template.png\"><div class=\"swiper-container-outer zoom__in\"><img loading=\"lazy\" decoding=\"async\" width=\"1690\" height=\"1075\" src=\"https:\/\/www.rossomando.net\/wp-content\/uploads\/2026\/03\/Add-Distribution-Method-Popup-Setup-Email-Template.png\" alt=\"\" class=\"wp-image-1588\" srcset=\"https:\/\/www.rossomando.net\/wp-content\/uploads\/2026\/03\/Add-Distribution-Method-Popup-Setup-Email-Template.png 1690w, https:\/\/www.rossomando.net\/wp-content\/uploads\/2026\/03\/Add-Distribution-Method-Popup-Setup-Email-Template-300x191.png 300w, https:\/\/www.rossomando.net\/wp-content\/uploads\/2026\/03\/Add-Distribution-Method-Popup-Setup-Email-Template-1024x651.png 1024w, https:\/\/www.rossomando.net\/wp-content\/uploads\/2026\/03\/Add-Distribution-Method-Popup-Setup-Email-Template-768x489.png 768w, https:\/\/www.rossomando.net\/wp-content\/uploads\/2026\/03\/Add-Distribution-Method-Popup-Setup-Email-Template-1536x977.png 1536w\" sizes=\"auto, (max-width: 1690px) 100vw, 1690px\" \/><div class=\"gutslider-caption bottom__left full__width\">No Caption<\/div><\/div><\/a><a class=\"swiper-slide\" data-fslightbox=\"gallery\" href=\"https:\/\/www.rossomando.net\/wp-content\/uploads\/2026\/03\/Add-Distribution-Method-Popup-Generate-Emails-Emails-Being-Generated.png\"><div class=\"swiper-container-outer zoom__in\"><img loading=\"lazy\" decoding=\"async\" width=\"1690\" height=\"1075\" src=\"https:\/\/www.rossomando.net\/wp-content\/uploads\/2026\/03\/Add-Distribution-Method-Popup-Generate-Emails-Emails-Being-Generated.png\" alt=\"\" class=\"wp-image-1589\" srcset=\"https:\/\/www.rossomando.net\/wp-content\/uploads\/2026\/03\/Add-Distribution-Method-Popup-Generate-Emails-Emails-Being-Generated.png 1690w, https:\/\/www.rossomando.net\/wp-content\/uploads\/2026\/03\/Add-Distribution-Method-Popup-Generate-Emails-Emails-Being-Generated-300x191.png 300w, https:\/\/www.rossomando.net\/wp-content\/uploads\/2026\/03\/Add-Distribution-Method-Popup-Generate-Emails-Emails-Being-Generated-1024x651.png 1024w, https:\/\/www.rossomando.net\/wp-content\/uploads\/2026\/03\/Add-Distribution-Method-Popup-Generate-Emails-Emails-Being-Generated-768x489.png 768w, https:\/\/www.rossomando.net\/wp-content\/uploads\/2026\/03\/Add-Distribution-Method-Popup-Generate-Emails-Emails-Being-Generated-1536x977.png 1536w\" sizes=\"auto, (max-width: 1690px) 100vw, 1690px\" \/><div class=\"gutslider-caption bottom__left full__width\">No Caption<\/div><\/div><\/a><a class=\"swiper-slide\" data-fslightbox=\"gallery\" href=\"https:\/\/www.rossomando.net\/wp-content\/uploads\/2026\/03\/Add-Distribution-Method-Popup-Submit-for-Approval-Submitted.png\"><div class=\"swiper-container-outer zoom__in\"><img loading=\"lazy\" decoding=\"async\" width=\"1690\" height=\"1075\" src=\"https:\/\/www.rossomando.net\/wp-content\/uploads\/2026\/03\/Add-Distribution-Method-Popup-Submit-for-Approval-Submitted.png\" alt=\"\" class=\"wp-image-1590\" srcset=\"https:\/\/www.rossomando.net\/wp-content\/uploads\/2026\/03\/Add-Distribution-Method-Popup-Submit-for-Approval-Submitted.png 1690w, https:\/\/www.rossomando.net\/wp-content\/uploads\/2026\/03\/Add-Distribution-Method-Popup-Submit-for-Approval-Submitted-300x191.png 300w, https:\/\/www.rossomando.net\/wp-content\/uploads\/2026\/03\/Add-Distribution-Method-Popup-Submit-for-Approval-Submitted-1024x651.png 1024w, https:\/\/www.rossomando.net\/wp-content\/uploads\/2026\/03\/Add-Distribution-Method-Popup-Submit-for-Approval-Submitted-768x489.png 768w, https:\/\/www.rossomando.net\/wp-content\/uploads\/2026\/03\/Add-Distribution-Method-Popup-Submit-for-Approval-Submitted-1536x977.png 1536w\" sizes=\"auto, (max-width: 1690px) 100vw, 1690px\" \/><div class=\"gutslider-caption bottom__left full__width\">No Caption<\/div><\/div><\/a><a class=\"swiper-slide\" data-fslightbox=\"gallery\" href=\"https:\/\/www.rossomando.net\/wp-content\/uploads\/2026\/03\/Deliver-Documents-with-Distribution-Methods-Created.png\"><div class=\"swiper-container-outer zoom__in\"><img loading=\"lazy\" decoding=\"async\" width=\"1690\" height=\"1075\" src=\"https:\/\/www.rossomando.net\/wp-content\/uploads\/2026\/03\/Deliver-Documents-with-Distribution-Methods-Created.png\" alt=\"\" class=\"wp-image-1591\" srcset=\"https:\/\/www.rossomando.net\/wp-content\/uploads\/2026\/03\/Deliver-Documents-with-Distribution-Methods-Created.png 1690w, https:\/\/www.rossomando.net\/wp-content\/uploads\/2026\/03\/Deliver-Documents-with-Distribution-Methods-Created-300x191.png 300w, https:\/\/www.rossomando.net\/wp-content\/uploads\/2026\/03\/Deliver-Documents-with-Distribution-Methods-Created-1024x651.png 1024w, https:\/\/www.rossomando.net\/wp-content\/uploads\/2026\/03\/Deliver-Documents-with-Distribution-Methods-Created-768x489.png 768w, https:\/\/www.rossomando.net\/wp-content\/uploads\/2026\/03\/Deliver-Documents-with-Distribution-Methods-Created-1536x977.png 1536w\" sizes=\"auto, (max-width: 1690px) 100vw, 1690px\" \/><div class=\"gutslider-caption bottom__left full__width\">After &#8211; Deliver Documents with Distribution Methods<\/div><\/div><\/a><a class=\"swiper-slide\" data-fslightbox=\"gallery\" href=\"https:\/\/www.rossomando.net\/wp-content\/uploads\/2026\/03\/001-1.png\"><div class=\"swiper-container-outer zoom__in\"><img loading=\"lazy\" decoding=\"async\" width=\"1690\" height=\"1075\" src=\"https:\/\/www.rossomando.net\/wp-content\/uploads\/2026\/03\/001-1.png\" alt=\"\" class=\"wp-image-1592\" srcset=\"https:\/\/www.rossomando.net\/wp-content\/uploads\/2026\/03\/001-1.png 1690w, https:\/\/www.rossomando.net\/wp-content\/uploads\/2026\/03\/001-1-300x191.png 300w, https:\/\/www.rossomando.net\/wp-content\/uploads\/2026\/03\/001-1-1024x651.png 1024w, https:\/\/www.rossomando.net\/wp-content\/uploads\/2026\/03\/001-1-768x489.png 768w, https:\/\/www.rossomando.net\/wp-content\/uploads\/2026\/03\/001-1-1536x977.png 1536w\" sizes=\"auto, (max-width: 1690px) 100vw, 1690px\" \/><div class=\"gutslider-caption bottom__left full__width\">Before<\/div><\/div><\/a><\/div><div class=\"gutslider-nav nav_inside nav_cc\"><div class=\"swiper-button-prev\"><\/div><div class=\"swiper-button-next\"><\/div><\/div><\/div><\/div>\n<\/div>\n<\/div>\n\n\n\n<div class=\"wp-block-media-text is-stacked-on-mobile has-tertiary-background-color has-background\" id=\"Image6\"><figure class=\"wp-block-media-text__media\"><a href=\"https:\/\/www.rossomando.net\/wp-content\/uploads\/2026\/03\/AI-Accounting-Validation-Step.png\"><img loading=\"lazy\" decoding=\"async\" width=\"1024\" height=\"662\" src=\"https:\/\/www.rossomando.net\/wp-content\/uploads\/2026\/03\/AI-Accounting-Validation-Step-1024x662.png\" alt=\"\" class=\"wp-image-1595 size-full\" srcset=\"https:\/\/www.rossomando.net\/wp-content\/uploads\/2026\/03\/AI-Accounting-Validation-Step-1024x662.png 1024w, https:\/\/www.rossomando.net\/wp-content\/uploads\/2026\/03\/AI-Accounting-Validation-Step-300x194.png 300w, https:\/\/www.rossomando.net\/wp-content\/uploads\/2026\/03\/AI-Accounting-Validation-Step-768x496.png 768w, https:\/\/www.rossomando.net\/wp-content\/uploads\/2026\/03\/AI-Accounting-Validation-Step-1536x993.png 1536w, https:\/\/www.rossomando.net\/wp-content\/uploads\/2026\/03\/AI-Accounting-Validation-Step.png 1728w\" sizes=\"auto, (max-width: 1024px) 100vw, 1024px\" \/><\/a><\/figure><div class=\"wp-block-media-text__content\">\n<h5 class=\"wp-block-heading\"><strong>AI Reimagining<\/strong><\/h5>\n\n\n\n<p>As AI became a larger strategic focus, I created a conceptual four-screen workflow showing how an agentic AI experience could simplify the process further by guiding users conversationally through data selection, template setup, and distribution.<\/p>\n<\/div><\/div>\n\n\n\n<div class=\"wp-block-group has-background-background-color has-background has-global-padding is-layout-constrained wp-container-core-group-is-layout-fa5608b5 wp-block-group-is-layout-constrained\" style=\"padding-top:5%;padding-right:25%;padding-bottom:5%;padding-left:5%\">\n<h4 class=\"wp-block-heading\">Outcome<\/h4>\n\n\n\n<p>The redesigned workflow reduced cognitive overload and improved task clarity at every step. By simplifying layouts, reorganizing decision points, and improving interaction patterns, the experience became more intuitive and scalable.<\/p>\n\n\n\n<p>The foundation supports both structured workflows and future AI driven enhancements, creating a stronger and more forward-looking enterprise communication tool.<\/p>\n<\/div>\n","protected":false},"excerpt":{"rendered":"<p>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>","protected":false},"featured_media":1500,"template":"portfolio-template","meta":{"_acf_changed":false,"footnotes":""},"company":[12],"class_list":["post-1495","portfolio","type-portfolio","status-publish","has-post-thumbnail","hentry","company-allvue-systems"],"acf":[],"yoast_head":"<!-- This site is optimized with the Yoast SEO plugin v27.6 - https:\/\/yoast.com\/product\/yoast-seo-wordpress\/ -->\n<title>Investor Communications Workflow - Rossomando.net<\/title>\n<meta name=\"description\" content=\"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.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.\" \/>\n<meta name=\"robots\" content=\"index, follow, max-snippet:-1, max-image-preview:large, max-video-preview:-1\" \/>\n<link rel=\"canonical\" href=\"https:\/\/www.rossomando.net\/index.php\/portfolio\/investor-communications-workflow\/\" \/>\n<meta property=\"og:locale\" content=\"en_US\" \/>\n<meta property=\"og:type\" content=\"article\" \/>\n<meta property=\"og:title\" content=\"Investor Communications Workflow - Rossomando.net\" \/>\n<meta property=\"og:description\" content=\"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.The original workflow was complex, visually dense, and difficult to navigate without training. 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