AI INTERACTION DESIGN

Empowering enterprise investment teams to scale portfolio decisions with AI

Won Fortune 500 client

CHALLENGE

Real estate investment teams lose time and decision quality due to highly fragmented, inconsistent data scattered across drives, inboxes, PDFs, spreadsheets, and manual processes.

MY TASK

Led the design of the MVP Asset Management experience for an enterprise client presentation, unifying fragmented real estate data into a single, decision-ready workflow and integrating it into the existing investment platform.

TASK TIMEFRAME

2 months

KEY FOCUS AREAS

User research, workflow analysis, and problem framing
End-to-end UX & UI design (clickable Figma prototype)
AI-assisted insight design & data visualization
Stakeholder presentations & alignment

ALL RESULTS

Helped secure a Fortune 500 enterprise client partnership
Reduced manual reporting effort by ~60% by centralizing portfolio data into a single workflow
Improved decision turnaround time by 2-3x with real-time portfolio visibility

CORE RESULT

My Figma prototype helped win a Fortune 500 enterprise client deal

NDA-protected project - business-sensitive details omitted. Full story with deeper insights available upon request.

OVERVIEW OF MY DESIGN PROCESS

Step 1 - Countless collaborative sessions with the CEO and CTO:

Step 2 - Analysis of meeting transcripts and research data using Google AI Studio:

Step 3 - Capturing early insights and requirements in FigJam:

Step 4 - Early idea explorations for implementation approaches, using V0.dev and Claude:

Step 5 - Figma design stages overview (excluding the design system library and clickable prototype):