I designed the advisor side of the first compliance review flow for our Digital Sales Room. We had until an October MVP.

Early on we found you could share by link or by email, so should approval be bundled or independent? The PM wanted them independent so sellers could share without waiting. I explored both on my own, wanting something simpler for advisors, then got feedback from the PM and compliance.

To show how much work was ahead, I built a matrix of every state and interactive prototypes. That helped everyone see the real scope, and the PM warmed to bundling. Engineering first said it was feasible, but a closer look showed we couldn’t build it in time, so we went independent, and I documented bundling for later.

The designs were final before I left, though I didn’t see it ship.