Context
The Problem Space
Finance Platform is an internal enterprise tool that enables Finance and Data users to onboard, manage, process, and monitor critical financial datasets across Capital One.
Before the redesign, users faced four key pain points:
Fragmented workflows — Finance secrets were managed outside the platform, causing disconnected workflows.
Navigation & usability friction — Known usability issues made it difficult for users to locate and manage workflows efficiently.
Inconsistent design system — The legacy platform did not align with Gravity and enterprise UI standards.
Non-responsive layout — The interface did not adapt to larger screens or data-dense workflows, reducing efficiency.
Approach
How We Worked
This redesign was part of a broader efficiency initiative where engineering re-architected the backend. The design team used this opportunity to centralize secret management, align the UI with the new architecture, and modernize the experience using Gravity and XMod.
We adopted an agile, user-centered approach:
Conducted a holistic UX audit and stakeholder interviews to identify friction points.
Partnered with product to phase scope and prioritize highest-impact areas.
Used low-fidelity prototyping to align early and reduce design churn.
Ran rapid concept tests with key user groups before investing in high-fidelity design.
Established a recurring feedback loop across design, engineering, and product.
Collaboration & Ways of Working
Design × Product — Scoped and prioritized work through rapid prototyping and review cycles.
Design × Engineering — Defined reusable UI patterns and collaborated in refinement sessions to reduce ambiguity.
Shared Rituals — Weekly critiques, refinement sessions, ad-hoc co-working, and QA sessions.
Design × Research — Consulted on testing methods to ensure solutions reflected real user needs.
Design Pillars
Guiding Principles
These principles were shaped through early user interviews, experience audits, and partner alignment — and served as anchors throughout the redesign.
1. Clarity & Data-Driven Efficiency
Simplify complex data layers and surface what matters most to help users make faster, confident decisions.
2. Trust & Transparency
Reinforce user confidence by providing guidance and clear feedback when managing and processing financial datasets.
3. Unified & Scalable Foundations
Establish an extensible design framework built on Gravity and reusable patterns to enable intuitive, self-service workflows.
Final Design
Final Design
High-fidelity designs and annotated specs coming soon.