Disclaimer: Due to the nature of the project on which I worked on at Vanguard, I am limited in the amount of work I can show. I have omitted, changed, and obfuscated confidential information in this case study. All information in this case study is my own and does not necessarily reflect the views of Vanguard.
Note: This is just an overview of the projects I worked on at Vanguard. To chat more about my work, please contact me at karthikabaiju.mec@gmail.com I worked on multiple crew facing internal tools that allow Vanguard agents to better help Vanguard clients and deepen client relationships. Some of the projects include
IVR summary, Intake forms, Client experience indicators, etc.
MY ROLE
Senior UX designer for 5 different projects.
MY TEAM
Each team included UXS, Content strategy, UXR, PM, Delivery Managers and Engineering team.
TYPE OF PROJECT
AI-assisted workflow, Enetrprise workflows, Intake templates
