Led UX strategy and product experience design for Walmart’s Finance Insights Pro platform, a GenAI-enabled analytics tool helping business teams explore financial data through conversational queries and dynamic dashboards. Worked closely with product managers and engineering teams to define workflows, visualization models, and interaction patterns that support faster operational decision-making.
 

Problem

Finance and operations teams relied on fragmented dashboards and static reporting tools that required significant manual analysis. Business leaders struggled to quickly access insights across multiple data sources, slowing operational decision-making.

Role

Creative Director leading UX strategy and product experience design. Worked closely with product managers, data engineers, and business stakeholders to define user workflows, interaction models, and visualization frameworks.
 

Approach

The team conducted stakeholder interviews with finance leaders to understand reporting pain points and decision workflows. Based on these insights, we mapped key user journeys and developed UX frameworks for conversational queries, interactive dashboards, and real-time data exploration.

Wireframes and interaction prototypes were iteratively tested with internal users to refine usability and clarity of financial data visualizations.
 

Solution

Designed a conversational analytics platform combining GenAI-driven queries with dynamic financial dashboards. The platform enabled users to ask natural-language questions about financial performance and immediately visualize insights through structured charts and dashboards.
 

Impact

• Reduced time required to access key financial insights by approximately 40%

• Enabled faster operational reporting across finance teams

• Increased adoption of data-driven decision workflows among internal business teams