CoPilot
Outlook Extension
Outlook Extension
Lead UX Designer & Front-End Developer
First Republic Bank
CoPilot: An Outlook extension providing bankers with client information for wire processing tasks.
Responsive Desktop
CoPilot is an Outlook extension designed to streamline bankers' workflows by integrating critical client information directly within the email interface. By consolidating data such as contact details, account history, and verification information into a responsive desktop widget, the tool eliminates the need for bankers to switch between multiple applications, reducing errors and improving efficiency during wire processing tasks.
Bankers had to switch between multiple applications to gather client data for wire processing. This fragmented process led to inefficiencies and increased the potential for errors during client verification.
To streamline the workflow by integrating critical client information directly into Outlook, allowing bankers to access and verify data without leaving the email interface.
User research involved interviewing bankers and observing their workflows. This provided insights into their pain points and highlighted opportunities for a more integrated solution.
To understand user workflows and identify how an Outlook-integrated solution could improve efficiency and reduce errors.
The low-fidelity prototype provided a basic, wireframe-level visualization of the CoPilot widget, emphasizing the layout and structure of client information without focusing on visual details. It included placeholder content to outline key features such as client verification details, contact information, and account history, ensuring the information hierarchy was clear and intuitive. This stage allowed for rapid iteration and feedback from stakeholders and users, serving as a crucial step to validate the concept and refine the design before advancing to high-fidelity iterations.
The mid-fidelity prototype bridged the gap between the basic structure of the low-fidelity design and the polished look of the high-fidelity version. It incorporated more detailed content, such as real client data examples and refined layouts, to closely simulate the final user experience.
This iteration focused on usability, ensuring features like data grouping, navigation, and interactivity aligned with user expectations. The mid-fidelity prototype was tested with users to gather actionable feedback, allowing for adjustments before finalizing the design in the high-fidelity stage.
The high-fidelity prototype showcased a polished and interactive version of the CoPilot widget, fully integrating the refined design and functionality. It featured a visually cohesive layout aligned with enterprise branding, presenting client data such as contact details, account history, and verification information in an intuitive, easy-to-navigate interface.
This prototype incorporated feedback from usability testing, highlighting enhancements like clear visual cues, logical grouping of information, and seamless integration within the Outlook environment. The final design was ready for stakeholder approval and front-end development.
The CoPilot project delivered measurable improvements in banker efficiency by reducing the need for context switching between applications during wire processing tasks. By consolidating client data into a single, intuitive widget within Outlook, the solution saved time, minimized errors, and enhanced overall workflow.
Bankers reported increased confidence in verifying client information and completing tasks more efficiently. The scalable design system also set a foundation for future enhancements, aligning the tool with enterprise goals and user needs.
This project underscored the value of user-centered design in addressing complex workflow challenges. Engaging directly with end-users provided critical insights into their needs, enabling me to design a solution that significantly improved efficiency and usability.
I also gained a deeper appreciation for iterative design processes, as rapid prototyping and feedback loops proved essential in refining the user experience.
Additionally, balancing the dual role of UX design and front-end development reinforced the importance of aligning technical implementation with design intent to deliver a seamless and scalable product.
