OUR APPROACH
We started by understanding how the credits team actually worked.
We mapped where information came from, who needed it, where approvals slowed down, and which tasks people repeated by hand. That helped separate the real workflow problem from the screen design problem.
The team then designed a shared system around three needs:
• One source of truth. Records, documents, and metadata needed to stay connected.
• Clear workflow status. People needed to know what was complete, what was missing, and what required review.
• Less manual work. Repeated data processing and reporting were strong candidates for automation.
Research, workflow mapping, prototypes, and testing helped turn those needs into a product model. AI-supported processing was explored where it could organize data and prepare reports, while review and approval stayed visible to the people responsible for the outcome.
