Case Study • Systems Design

Wells Fargo
Merchant Ecosystem

Unifying a fragmented landscape of merchant tools into a singular, cohesive dashboard experience.

Timeline 6 Months
Role Lead Systems Designer

Ecosystem Audit

The merchant experience was split across 14 legacy portals, each with competing design patterns and disconnected data silos.

  • account_tree

    Systemic Redundancy

    User identity was re-verified in 4 separate stages of the transaction lifecycle.

  • warning

    Cognitive Load

    Average task completion time exceeded 12 minutes due to inconsistent UI labels.

Data audit visualization
14

Legacy Portals

32%

User Churn Risk

Visual Language Alignment

Moving from institutional grey to "Bioluminescent Growth." Establishing trust through depth and clarity.

Tonal Layering

We eliminated borders in favor of surface-elevation shifts, creating a UI that feels sculpted rather than framed.

The "Fire" Palette

Amber accents for high-priority transaction states.

text_fields

Newsreader Serif

grid_view

Adaptive Grid

The Merchant Dashboard

Executive Pulse

Net Revenue
$142,850 +12.4%
Active Terminals
428 Stable
Fraud Alerts
02 Urgent

Transaction Volume Alignment

Projected
Actual
PEAK
Agentic View

Elevated with AI

If I were leading this project today, here's where AI agents would carry parts of the workflow, freeing humans for the judgment calls that actually need them.

1

Ecosystem Audit

  • Crawls all merchant surfaces
  • Maps tone and visual drift
2

Token Reconciliation

  • Suggests design token unifications
  • Surfaces conflicts across products
3

Tonal Linting

  • Flags voice drift in shipped copy
  • Aligns to tonal system
4

Dashboard Personalization

  • Surfaces right widgets per role
  • Adapts to merchant context
5

Stakeholder Reporting

  • Auto-generates Executive Pulse
  • Pulls from raw merchant data

Let's build something
meaningful together

Get in touch arrow_forward