TD Ameritrade

Enterprise Workflow Automation Foundation

Working through a staffing company, I was hired to help provide UI/UX design help for the client account management portal that would be Associate facing.

This project started with the set up of the foundation css for the platform.


Enterprise Workflow Automation – Screens

Once the style of the EWA system was in place, the developers and product owners wanted to see it in use.

Based on user input, we focused on the most used pages first and then expanded into form field screens and worked with groups on weekly conference calls to focus on their processes and needs.


Sticker sheet

To familiarize myself with the Design System at TD Ameritrade, I was asked to create a sticker sheet of common layout components to expedite designs specificically for the Digital Guidance team.

The sticker sheets are in use and are updated with each revision to the main Design System.