Operation Abroad System

Operation Abroad System

Overview

The Operation Abroad System is a customizable command center designed for investment executives at GBM. This centralized dashboard consolidates financial data streams, allowing users to monitor global investment movements and execute mission-critical tasks within a single, unified interface.

Company
Grupo Bursátil Mexicano (GBM)
My Role
UX/UI Designer
Timeline
6 months

Problem

Before the launch of this platform, investment executives were forced to operate across multiple systems.

Constantly toggling between outdated platforms increased the risk of data entry errors.

Executives lacked a way to prioritize or filter the massive volume of real-time financial data required for daily decision-making.

The absence of a centralized tool delayed response times.

Goal

To develop a fully customizable SaaS dashboard that empowers executives to curate their own workspace, effectively eliminating platform-hopping and streamlining the lifecycle of an investment movement.

Our Users

The primary users are internal GBM specialists who manage high-value national portfolios. Their environment requires absolute data integrity and a UI that supports rapid scanning and immediate action.

Process

I led the end-to-end design process, serving as the bridge between business requirements and technical execution:

Facilitated sessions with Product Owners, Business Analysts, and the executives themselves to map out the most critical user journeys.

Developed low-fidelity sketches and wireframes to organize dense financial data sets into a logical, intuitive hierarchy.

To manage the "enormous amount of data," I implemented a flat, minimalist design aesthetic. This reduced visual noise, ensuring that key financial indicators remained the primary focus.

Maintained a continuous feedback loop with the developing team during construction, proactively resolving component limitations and ensuring the high-fidelity realization of the "widget-based" architecture.

Final Impact and Results

The Operation Abroad System transformed the operational efficiency of the executive team:

Workflow
Consolidation

Time
Optimization

Data Security
& Integrity

By introducing a modular widget system, executives can now customize their view, keeping all sensitive data in one secure location.

The elimination of system-switching has significantly reduced task completion time, allowing executives to pivot their focus to high-level strategy and client relations.

Successfully migrated highly sensitive financial processes into a modern, robust system that meets the bank’s rigorous security standards.