Grant submission process

The Challenge:
The core challenge was to replace a legacy eCRM platform used for large-scale money movements at Fidelity Charitable. The existing system was outdated and needed to be transformed into a modern, secure, and intuitive experience while adhering to strict security protocols and accessibility standards.

The Solution:
As a UX Designer and Product Design Strategist, I strategically defined the vision and designed the user experience for the new platform. My approach focused on creating a seamless and secure user flow for complex financial transactions. The result was a successful migration to a new platform that not only delivered a modern, intuitive experience but was also fully WCAG AA compliant, setting a new standard for security, accessibility, and usability within the organization.