PGIM: Unifying Pricing & Operations Workflows
Project Overview
PGIM’s investment operations and fund accounting teams rely on accurate, time-sensitive pricing data to support daily NAV calculations, reporting, and regulatory compliance. At the time of this project, users were required to work across eight separate legacy systems to complete daily pricing reviews, manage exceptions, and track request status.
These fragmented tools created workflow breaks, duplicated effort, and increased the risk of errors in a high-stakes environment where speed and accuracy are critical. The goal of this project was to design a single, cohesive internal platform that allowed users to complete their daily work without switching systems, while maintaining clear oversight.
User Profile
Our users operate in a time-sensitive, accuracy-critical environment where delays or errors can have downstream financial and regulatory impact. The system needed to support fast decision-making, clear status visibility, and predictable workflows.
Experience Strategy
Based on research, we aligned on several guiding principles:
Single source of truth: One dashboard showing what matters now, what’s at risk, and what’s complete.
Task continuity: Users should be able to move from review to action without losing context.
At-a-glance oversight: Clear indicators for status, exceptions, and SLA risk.
Designed for power users: Dense information, predictable patterns, and minimal friction over visual flair.
Prototype
Designs were iterated through usability testing with real users.
Each iteration improved clarity, reduced confusion, and aligned the system more closely with real-world usage.
Design Solution
Unified Dashboard
We designed a central dashboard that reflects users daily mental model, allowing users to quickly assess priorities and drill into specific items without navigating away from the main workflow.
This included:
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Prior day reviews vs. current day requests
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Clear status indicators (New, Pending – Early/Late, Sent, Completed)
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Visual summaries for workload, exceptions, and risk
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Oversight metrics to support managers and reviewers
Workflow-Driven Tables
Detailed request tables were designed to:
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Surface key attributes (asset type, price source, currency)
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Highlight exceptions and late items visually
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Support fast scanning and sorting for high-volume work
Interaction Patterns
We focused on consistency and predictability:
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Persistent navigation and status indicators
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Clear system feedback for actions taken
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Interaction patterns that minimized unnecessary clicks or modal interruptions