Project overview
The Challenge: SRS Acquiom is a premier B2B SaaS company specializing in managing complex mergers & acquisitions (M&A) and syndicated loan agency transactions. Their suite of tools, including virtual data rooms, deal dashboards, and loan agency dashboards, supports financial institutions, law firms, private equity, and corporations worldwide.
Despite handling over 10,200 deals worth more than $1.7 trillion and representing 580,000+ shareholders globally, SRS Acquiom’s digital tools were fragmented across multiple products and brands. This resulted in inconsistent user experiences, inefficient workflows, and siloed information that complicated deal management for both internal teams and external customers.
The goal was to create a unified, consistent, and scalable user experience across their product ecosystem that enhanced usability, optimized workflows, and reinforced brand trust.
My Role: Design Lead, Creative Director, and Executive Sponsor
My Responsibilities: Led UX strategy, product design, and creative direction across multiple fintech platforms, conducted extensive user research and testing, developed scalable design systems, collaborated cross-functionally with stakeholders and engineering, and guided iterative delivery to align business and user goals.
Services & Activities: Research & Strategy, Product Design, Design System Development, Information Architecture, Content Strategy, Usability Testing, Design QA & Development Consulting
Project overview
The Challenge: SRS Acquiom is a premier B2B SaaS company specializing in managing complex mergers & acquisitions (M&A) and syndicated loan agency transactions. Their suite of tools, including virtual data rooms, deal dashboards, and loan agency dashboards, supports financial institutions, law firms, private equity, and corporations worldwide.
Despite handling over 10,200 deals worth more than $1.7 trillion and representing 580,000+ shareholders globally, SRS Acquiom’s digital tools were fragmented across multiple products and brands. This resulted in inconsistent user experiences, inefficient workflows, and siloed information that complicated deal management for both internal teams and external customers.
The goal was to create a unified, consistent, and scalable user experience across their product ecosystem that enhanced usability, optimized workflows, and reinforced brand trust.
My Role: Design Lead, Creative Director, and Executive Sponsor
My Responsibilities: Led UX strategy, product design, and creative direction across multiple fintech platforms, conducted extensive user research and testing, developed scalable design systems, collaborated cross-functionally with stakeholders and engineering, and guided iterative delivery to align business and user goals.
Services & Activities: Research & Strategy, Product Design, Design System Development, Information Architecture, Content Strategy, Usability Testing, Design QA & Development Consulting
Project overview
The Challenge: SRS Acquiom is a premier B2B SaaS company specializing in managing complex mergers & acquisitions (M&A) and syndicated loan agency transactions. Their suite of tools, including virtual data rooms, deal dashboards, and loan agency dashboards, supports financial institutions, law firms, private equity, and corporations worldwide.
Despite handling over 10,200 deals worth more than $1.7 trillion and representing 580,000+ shareholders globally, SRS Acquiom’s digital tools were fragmented across multiple products and brands. This resulted in inconsistent user experiences, inefficient workflows, and siloed information that complicated deal management for both internal teams and external customers.
The goal was to create a unified, consistent, and scalable user experience across their product ecosystem that enhanced usability, optimized workflows, and reinforced brand trust.
My Role: Design Lead, Creative Director, and Executive Sponsor
My Responsibilities: Led UX strategy, product design, and creative direction across multiple fintech platforms, conducted extensive user research and testing, developed scalable design systems, collaborated cross-functionally with stakeholders and engineering, and guided iterative delivery to align business and user goals.
Services & Activities: Research & Strategy, Product Design, Design System Development, Information Architecture, Content Strategy, Usability Testing, Design QA & Development Consulting
The Need for a Redesign
Business Need:
A cohesive, scalable platform experience that could unify disparate tools and dashboards across SRS Acquiom’s brands while supporting complex deal workflows and increasing operational efficiency.User Need:
Clear, intuitive, and efficient digital tools for managing sensitive financial transactions with real-time insights, secure document handling, and seamless collaboration among stakeholders.
The Need for a Redesign
Business Need:
A cohesive, scalable platform experience that could unify disparate tools and dashboards across SRS Acquiom’s brands while supporting complex deal workflows and increasing operational efficiency.User Need:
Clear, intuitive, and efficient digital tools for managing sensitive financial transactions with real-time insights, secure document handling, and seamless collaboration among stakeholders.
The Need for a Redesign
Business Need:
A cohesive, scalable platform experience that could unify disparate tools and dashboards across SRS Acquiom’s brands while supporting complex deal workflows and increasing operational efficiency.User Need:
Clear, intuitive, and efficient digital tools for managing sensitive financial transactions with real-time insights, secure document handling, and seamless collaboration among stakeholders.
Discovery
Discovery
Discovery
Research & Competitive Insights
We began with a thorough audit of existing products and interfaces, mapping out workflows for multiple user types including loan agents, deal managers, and shareholders. Through interviews and usability testing with internal teams and external clients, we identified key pain points such as inconsistent navigation, confusing information architecture, and duplicated functionalities across dashboards.
We leveraged AI-assisted analysis of user feedback to synthesize core themes, uncover motivations, and prioritize areas for improvement.
Key Questions
We aimed to unify the user experience across multiple tools and brands while preserving existing workflows, ensuring a smooth transition for users. Central to this was defining an information architecture that could support complex, multi-stage financial transactions with clarity and efficiency. Additionally, we sought ways to streamline access to critical data and documents, minimizing friction and reducing the risk of errors throughout the process.
Key Questions
We aimed to unify the user experience across multiple tools and brands while preserving existing workflows, ensuring a smooth transition for users. Central to this was defining an information architecture that could support complex, multi-stage financial transactions with clarity and efficiency. Additionally, we sought ways to streamline access to critical data and documents, minimizing friction and reducing the risk of errors throughout the process.
Key Questions
We aimed to unify the user experience across multiple tools and brands while preserving existing workflows, ensuring a smooth transition for users. Central to this was defining an information architecture that could support complex, multi-stage financial transactions with clarity and efficiency. Additionally, we sought ways to streamline access to critical data and documents, minimizing friction and reducing the risk of errors throughout the process.
Findings
Our research revealed that users struggled with inconsistent interfaces that disrupted their workflows and caused confusion. The existing information architecture was fragmented, making it difficult to track multi-step processes effectively. Accessing vital documents and data was often cumbersome, leading to delays and increased error rates. These insights guided us to prioritize consistency, clarity, and ease of access in our redesign.
Findings
Our research revealed that users struggled with inconsistent interfaces that disrupted their workflows and caused confusion. The existing information architecture was fragmented, making it difficult to track multi-step processes effectively. Accessing vital documents and data was often cumbersome, leading to delays and increased error rates. These insights guided us to prioritize consistency, clarity, and ease of access in our redesign.
Findings
Our research revealed that users struggled with inconsistent interfaces that disrupted their workflows and caused confusion. The existing information architecture was fragmented, making it difficult to track multi-step processes effectively. Accessing vital documents and data was often cumbersome, leading to delays and increased error rates. These insights guided us to prioritize consistency, clarity, and ease of access in our redesign.
Ideation
Design Approach & Validation
Our guiding principles focused on:
Consistency – harmonize UI elements, navigation, and interaction patterns across platforms.
Clarity – simplify complex workflows with clear information hierarchy and visual cues.
Scalability – build a modular design system to support future product expansions and integrations.
Key deliverables included:
Merging two existing dashboards into a single, more powerful M&A platform.
Designing a new product to support the Shareholder Representation service.
Developing a unified design system covering components, patterns, and accessibility standards.
Reworking the information architecture based on usability testing to optimize user flows.
Iterative testing with representative users helped validate navigation models and prototype designs, leading to refinements that increased task efficiency and satisfaction.
Ideation
Design Approach & Validation
Our guiding principles focused on:
Consistency – harmonize UI elements, navigation, and interaction patterns across platforms.
Clarity – simplify complex workflows with clear information hierarchy and visual cues.
Scalability – build a modular design system to support future product expansions and integrations.
Key deliverables included:
Merging two existing dashboards into a single, more powerful M&A platform.
Designing a new product to support the Shareholder Representation service.
Developing a unified design system covering components, patterns, and accessibility standards.
Reworking the information architecture based on usability testing to optimize user flows.
Iterative testing with representative users helped validate navigation models and prototype designs, leading to refinements that increased task efficiency and satisfaction.
Ideation
Design Approach & Validation
Our guiding principles focused on:
Consistency – harmonize UI elements, navigation, and interaction patterns across platforms.
Clarity – simplify complex workflows with clear information hierarchy and visual cues.
Scalability – build a modular design system to support future product expansions and integrations.
Key deliverables included:
Merging two existing dashboards into a single, more powerful M&A platform.
Designing a new product to support the Shareholder Representation service.
Developing a unified design system covering components, patterns, and accessibility standards.
Reworking the information architecture based on usability testing to optimize user flows.
Iterative testing with representative users helped validate navigation models and prototype designs, leading to refinements that increased task efficiency and satisfaction.
Final Designs
The New Unified Platform
We successfully merged two separate dashboards into a single, unified platform, greatly improving workflow continuity for deal managers. Additionally, we delivered a new Shareholder Representation product aligned with user needs and operational goals.
Key features include:
Centralized deal dashboard with real-time tracking of shareholder responses, escrow balances, and payment statuses
Secure virtual data rooms with enhanced document previews and permission controls
Streamlined loan agency dashboard offering comprehensive loan administration insights
Scalable design system with modular UI components for rapid feature rollout and consistent branding
Final Designs
The New Unified Platform
We successfully merged two separate dashboards into a single, unified platform, greatly improving workflow continuity for deal managers. Additionally, we delivered a new Shareholder Representation product aligned with user needs and operational goals.
Key features include:
Centralized deal dashboard with real-time tracking of shareholder responses, escrow balances, and payment statuses
Secure virtual data rooms with enhanced document previews and permission controls
Streamlined loan agency dashboard offering comprehensive loan administration insights
Scalable design system with modular UI components for rapid feature rollout and consistent branding
Final Designs
The New Unified Platform
We successfully merged two separate dashboards into a single, unified platform, greatly improving workflow continuity for deal managers. Additionally, we delivered a new Shareholder Representation product aligned with user needs and operational goals.
Key features include:
Centralized deal dashboard with real-time tracking of shareholder responses, escrow balances, and payment statuses
Secure virtual data rooms with enhanced document previews and permission controls
Streamlined loan agency dashboard offering comprehensive loan administration insights
Scalable design system with modular UI components for rapid feature rollout and consistent branding
Impact
Impact
Impact
The Results
This years-long partnership with SRS Acquiom has transformed their digital ecosystem, delivering scalable and secure fintech products that empower users to manage complex transactions with confidence and efficiency. By embedding user-centered design practices and scalable systems, we helped SRS Acquiom maintain leadership in the competitive M&A and loan agency space while preparing their platform for future growth and innovation.
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Usability Scores
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User Errors
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User Errors
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User Errors
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New Feature Dev Time
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New Feature Dev Time
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