DISCOVER PROJECT

DISCOVER PROJECT

Halcyon

Fintech

Transforming Risk Insights into Clear, Actionable Dashboards
Halcyon is a compliance and risk management platform designed to help organizations track, audit, and act on complex data. The redesign project focused on improving usability, increasing adoption, and making risk insights more actionable for multiple user groups, including administrators, analysts, auditors, and executives. As a UI/UX Designer, I contributed to research synthesis, prototyping, and UI execution under the guidance of the lead designer.

key
responsibilities

UI Design, Interaction Design, Wireframes & Prototyping, Design System Documentation, Dashboard & Data Visualization Support

The primary objective was to redesign Halcyon’s risk and compliance dashboards to make data visualization clearer, workflows more efficient, and user adoption stronger across all archetypes.

The project addressed low adoption and usability challenges caused by fragmented workflows and unclear data visualization. By redesigning the platform, the team aimed to simplify compliance auditing, streamline reporting, and present risk data in ways users could act on with confidence. My role as a designer included creating wireframes, refining UI layouts, and documenting design system components to ensure scalability.

The primary objective was to redesign Halcyon’s risk and compliance dashboards to make data visualization clearer, workflows more efficient, and user adoption stronger across all archetypes.

The project addressed low adoption and usability challenges caused by fragmented workflows and unclear data visualization. By redesigning the platform, the team aimed to simplify compliance auditing, streamline reporting, and present risk data in ways users could act on with confidence. My role as a designer included creating wireframes, refining UI layouts, and documenting design system components to ensure scalability.

The primary objective was to redesign Halcyon’s risk and compliance dashboards to make data visualization clearer, workflows more efficient, and user adoption stronger across all archetypes.

The project addressed low adoption and usability challenges caused by fragmented workflows and unclear data visualization. By redesigning the platform, the team aimed to simplify compliance auditing, streamline reporting, and present risk data in ways users could act on with confidence. My role as a designer included creating wireframes, refining UI layouts, and documenting design system components to ensure scalability.

The primary objective was to redesign Halcyon’s risk and compliance dashboards to make data visualization clearer, workflows more efficient, and user adoption stronger across all archetypes.

The project addressed low adoption and usability challenges caused by fragmented workflows and unclear data visualization. By redesigning the platform, the team aimed to simplify compliance auditing, streamline reporting, and present risk data in ways users could act on with confidence. My role as a designer included creating wireframes, refining UI layouts, and documenting design system components to ensure scalability.

The design philosophy was to create trust through clarity — making complex compliance data simple to interpret, while ensuring the platform felt scalable and adaptable across roles.

The process moved from research insights into archetypes, wireframes, and prototypes, before evolving into polished dashboards and a scalable design system.

The project began with research and stakeholder interviews, which identified challenges in compliance reporting and risk interpretation. These insights were synthesized into archetypes and journey maps, highlighting opportunities for simplification. I contributed to prototyping key workflows, including dashboard navigation and reporting tools. The team iterated on multiple UI versions, testing with stakeholders and refining based on feedback. My work centered on building clean UI layouts, supporting design system documentation, and ensuring cross-device consistency.

Achievements

The project improved clarity, increased adoption potential, and provided a scalable design system that set a foundation for future features.”
The project improved clarity, increased adoption potential, and provided a scalable design system that set a foundation for future features.”

— Product Lead, SigTech Magic Data

The redesign improved user trust in dashboards and reduced friction in compliance workflows. Internally, the project was recognized for improving cross-role usability and for establishing a scalable design system. The redesigned dashboards are now seen as a competitive strength in client demos and internal adoption.

Adoption Increase: Projected +40% based on internal testing feedback

35
%

Task Completion Efficiency: +25% improvement in reporting workflows

35
%

Design System Coverage: 70% of core components documented for reuse

35
%
Working with Julieta over two years made it clear how dedicated and collaborative she is. She consistently brought positivity, insight, and design expertise to every meeting, elevating each stage of the redesign. Her thoughtful approach and professionalism made her an invaluable partner. CLIENT
"
Working with Julieta over two years made it clear how dedicated and collaborative she is. She consistently brought positivity, insight, and design expertise to every meeting, elevating each stage of the redesign. Her thoughtful approach and professionalism made her an invaluable partner. CLIENT
Working with Julieta over two years made it clear how dedicated and collaborative she is. She consistently brought positivity, insight, and design expertise to every meeting, elevating each stage of the redesign. Her thoughtful approach and professionalism made her an invaluable partner. CLIENT

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