WOVE ADVISORY | PERSHING
Treasury Workflow Redesign
Reducing Operational Risk Through Transparent Error Handling
2 Months
In Pershing’s Treasury platform, traders uploaded high-volume order files that often failed without explanation. I led a redesign of the bulk import workflow—introducing contextual validation, dual-tab structure for errors vs. valid orders, and clear system feedback. The result was a faster, more trustworthy process that reduced support calls and operational risk.
role + focus
UX / Product Design • Enterprise Workflow Design • Data Visualization
Project Overview
Redesign the bulk trading experience for Pershing’s Treasury platform, improving speed, clarity, and trust in high-volume order workflows.
The project modernized a legacy bulk upload process used by traders and middle-office staff to submit hundreds of Treasury orders at once. The previous interface buried errors in dense data tables, forcing users to contact support for resolution. The redesign introduced clearer validation feedback, dual tabs for valid versus failed orders, and hover-based explanations to reduce friction and operational risk.
Because bulk trading workflows are inherently data-heavy and compliance-driven, this design was intentionally built for desktop use. Mobile support was not part of scope, as precision and screen real estate take precedence in this environment.
Approach
Exploring Legacy NetX360 – Reports & Documents module, representative of the data-heavy UI patterns used across Pershing’s trading and internal operations tools prior to the redesign.
The legacy NetX360-era interface shown here reflects the dense, form-driven layouts that traders still relied on for precision and compliance. Error messages were cryptic, and support intervention was often required to complete basic uploads.
Before mapping the workflow, I also reviewed a prior prototype labeled “ready for production.” In practice, it couldn’t move forward because the new Wove platform hadn’t yet implemented the underlying interfaces required for Treasury trading. The work needed to be rethought—not from scratch, but in alignment with new platform architecture and real user behaviors. Conversations with Treasury traders revealed another challenge: a deep skepticism toward design changes. Many feared that interface updates would slow them down or compromise accuracy. This feedback guided the redesign strategy. My approach emphasized trust and continuity—clarifying system feedback, preserving familiar task flows, and introducing transparency gradually to reduce risk and resistance.
Process
From diagnosis to design alignment: I translated research findings into structured design principles, balancing modernization with risk tolerance. The process combined iterative prototyping, feedback from traders and compliance teams, and deep collaboration with engineering to align on feasibility.
The process began with mapping the two-tiered validation system—front-end formatting rules and back-end compliance logic—then visualizing how errors cascaded across both layers. From there, I established design goals: transparency, recoverability, and continuity. I built early low-fidelity wireframes to test potential layouts for the bulk upload and error-handling views. These helped the team agree on a shared workflow model before visual design began. Parallel collaboration with product and engineering revealed dependencies across Treasury and non-Treasury trading modules. By aligning on shared components early, we created a system flexible enough to accommodate future trade types while remaining compliant with current constraints. Each iteration moved closer to a pattern that supported trust through clarity: clear status messages, inline corrections, and simple options to download or proceed with valid orders—all without breaking established workflows.
The final design introduced a structured, two-tab interface—one for errors, one for valid orders—so traders could clearly distinguish what required attention without halting execution. Each order row remained traceable to its original spreadsheet entry, maintaining compliance integrity while improving usability.
Final Design
The redesign was driven by one principle: clarity builds confidence. By surfacing validation logic and reducing hidden friction, the experience modernized Treasury workflows without disrupting trader precision or compliance integrity.
Inline hover states and consistent color feedback made validation rules visible for the first time, reducing confusion and support reliance. By letting users correct issues in-app or continue with cleared trades, the workflow reinforced trust: traders kept control, compliance stayed intact, and operations moved faster. This redesign bridged risk management and modernization—updating the Treasury experience without disrupting the precision users depend on.
Product Images
Achievements
Achievements
Mark's expertise in visual design was crucial in realizing our dream. His dedication and innovation were key to bringing this epic journey to the screen.
Oliver Moore - Production Director of Cryo Studios
The redesigned bulk upload experience improved efficiency, reduced operational risk, and strengthened trust in the platform. Support tickets dropped as traders resolved most issues on their own, aided by contextual error messages and inline correction. The separation of “Action Needed” and “Ready to Import” tabs allowed compliant trades to execute faster while keeping exceptions visible for later review. This model not only modernized Treasury workflows but also established a reusable pattern for other trade types across the Wove platform. The result: fewer escalations, faster execution, and higher confidence from both traders and operations teams.
This project strengthened the connection between design, compliance, and execution—proving that clarity and trust can coexist, even in the most rules-driven workflows.
COMPLIANCE ALIGNMENT
OPERATIONAL EFFICIENCY
