Lenox Park Solutions

Financial Services

Lenox Park Solutions is a fintech company that empowers institutional investors and asset managers with data tools to promote collaboration, deal flow transparency, and diversity reporting. The platform supports investment workflows, portfolio tracking, and team collaboration through a unified digital interface.

The Challenge

Despite having robust functionality, the platform had a steep learning curve and frequent usability complaints from users. The primary challenge was to redesign a complex investment management interface

Target

The challenge was to design a complex interface in a way that was:

Visually appealing

Intuitive for both seasoned investors and new users

Aligned with the goals of collaboration, clarity, and transparency

Feedback From Users

Common feedback from users included:

They were unsure which columns they needed to select.

Many were unaware they could filter or schedule reports.

“I just want to see employee info fast and send it to my CFO.”

Discovery & Research

To better understand the friction points, I led a short but focused research sprint:

User Interviews

I conducted interviews and observational research with investment analysts, managers, and internal stakeholders to uncover the real friction points. Some patterns that emerged:

Data tables were difficult to scan and prioritize

Important metadata like LPI scores or deal stages were buried

There was no clear separation between investment info, collaboration history, and task progress

Users struggled to distinguish between active vs. archived investments

Competitive Audit

I conducted interviews and observational research with investment analysts, managers, and internal stakeholders to uncover the real friction points. Some patterns that emerged:

Data tables were difficult to scan and prioritize

Strong tagging and filtering

Readable tables with visual indicators

Context switching between collaboration and data views

Overuse of icons and low information hierarchy

Poor visual polish and hierarchy in detail view

Goals

The main goal of the project was to improve the overall user experience of the Reports feature and drive customer satisfaction. Specifically:

Simplify the interface and layout to make navigation frictionless

Create visual hierarchy for scannable data presentation

Make collaboration feel integrated, not like an afterthought

Ensure responsiveness and visual consistency across the platform

Modernize the look and feel while maintaining a professional tone

Increase customer satisfaction and engagements

My Role

As the lead Product Designer on this initiative, I was responsible for:

Leading research sessions, defining the new information architecture, designing wireframes, prototypes, and UI, collaborating with the product manager and engineers, facilitating stakeholder feedback reviews, and delivering the final UI system with a Figma handoff.

Design Solutions

As the lead Product Designer on this initiative, I was responsible for:

A Unified, Actionable Dashboard

I began by redefining the dashboard experience to serve as the central hub for users. Previously cluttered and underutilized, the dashboard was transformed into a command center,offering quick access to investments, tasks, organization insights, and activity updates.

System-Wide Visual and UX Consistency

Finally, I introduced a scalable design system to ensure consistency and efficiency as the product evolved. This system became the foundation for all UI components and made collaboration between designers and engineers much smoother.

Defined a component library in Figma with responsive patterns

Created layout rules, typography scales, icon sets, and interaction states

Partnered with engineering to ensure visual parity across environments

Streamlined Investment Management Flows

Introduced a refined table view with sortable columns, filters, and contextual actions

Created consistent investment status indicators, LPI scoring chips, and role badges

Grouped views into tabs (All, My Organization, PODs) to improve focus

Aligned layout across list view and detail view to reduce learning effort

Context-Rich Investment Detail Pages

The detail view was redesigned to surface the most relevant data first while allowing deep dives where necessary.

Grouped sections: Investment Info, Allocation, Manager Details, Activity

Designed an interactive POD Activity Feed to track team engagement