HSBC ODS — Enterprise Data Access Platform
Centralizing Operational Data Access for HSBC's Internal Banking Teams
92%
Task Completion
45%
Time Reduction
88%
User Satisfaction
78%
Adoption Rate
HSBC employees were navigating multiple disconnected systems to access operational, customer, and business-critical data — causing time-consuming workflows, manual validation bottlenecks, poor data discoverability, and significant productivity loss across internal teams.
Led end-to-end UX strategy through stakeholder discussions, workflow analysis, and requirement gathering sessions. Created user flows, wireframes, and high-fidelity designs delivered iteratively through agile sprints in close collaboration with business, product owners, and engineering teams.
Unifying complex enterprise workflows — bulk uploads, BIA assessments, data discovery, and role-based access governance — into a single coherent platform while ensuring accessibility, consistency, and scalability for high-volume operational users.
Redesigned the ODS platform as a unified enterprise hub with centralized data discovery, guided bulk upload workflows with validation states and error handling, structured BIA workflows with step-by-step progression and status tracking, and a reusable design system providing consistent UI patterns across all operational modules.
Improved operational workflow efficiency and user adoption across internal HSBC teams. Reduced friction in bulk upload operations, simplified BIA assessment tracking, enhanced data discoverability, and established a scalable enterprise UX foundation supporting future platform modules.
How We Solved the Problem
Stakeholder Research & Workflow Analysis
Conducted stakeholder discussions, workflow analysis sessions, and requirement gathering to identify operational pain points and map inefficiencies across disconnected enterprise systems.
- Stakeholder interviews
- Workflow analysis
- Requirement gathering
- User pain point identification
Information Architecture & Strategy
Synthesized research into a clear enterprise IA strategy. Defined navigation patterns, role-based access models, and structured workflow journeys for data-heavy operational tasks.
- Information architecture
- User journey mapping
- Role-based access design
- Design principles
High-Fidelity Enterprise UI Design
Designed wireframes and high-fidelity UI screens for all ODS modules — bulk upload with validation states, BIA workflows, enterprise search, and data views — using reusable design system components.
- Wireframing
- High-fidelity UI design
- Design system components
- Accessibility standards
Agile Delivery & Developer Collaboration
Partnered with engineering teams across agile sprints for developer handoff, design QA, and UAT feedback iterations to ensure consistent and scalable implementation.
- Developer handoff
- Design QA
- UAT support
- Feedback iterations
Conceptual Designs
These screens are NDA protected. Enter the access code to reveal the concept designs.
NDA Protected
Concept designs available
Enterprise Dashboard
Centralized operational data hub with role-based access and module navigation.
NDA Protected
Concept designs available
Login Interface
Secure, accessible enterprise authentication flow.
NDA Protected
Concept designs available
Data Management View
Unified operational data view with advanced filtering and table optimizations.
NDA Protected
Concept designs available
Support & Help System
Contextual help and FAQ integrated into the enterprise workflow.