OVERVIEW

During my time at Cambridge (now Corpay), I led a pivotal initiative to rebuild their internal Risk Management platform, supporting hedging strategies like closed rollovers, forward contracts, and options contracts. In financial terms, hedging mitigates risks associated with adverse price movements. A critical example is the Closed Rollover strategy, which allows companies to extend a financial contract’s expiration, maintaining their currency risk protection beyond the original contract’s maturity.

This case study is about more than redesigning a legacy system within a corporate hierarchy. It highlights how I engaged all stakeholders in the design process and developed a pilot product, rigorously tested to establish trust and buy-in for UX across the company. By involving users, stakeholders, and decision-makers early and throughout, we created pilot product that proved the strategic value of UX. This collaborative approach ultimately laid the foundation for a company-wide shift towards embracing design thinking and UX design for the following initiatives for redesigning the risk management platform.