Axos Fiduciary Services

The Product: Unity

Software
Figma
(Switched from Sketch)

Unity is a Chapter 7 bankruptcy and fiduciary service software acquired by Axos Bank. The software enables trustees to set up bank accounts, manage their bankruptcy cases, itemize their clients' assets, and much more. It's a sophisticated system with numerous moving components and has been in use for many years.


The team I worked with:
  • 1 Product Owner
  • 4-6 Relationship Managers
  • 2 Business Analysts
  • 1 Development Manager
  • 8 Backend Developers
  • 4 Quality Assurance

Sitemap/Audit

Upon joining Axos Bank Fiduciary Services, I noticed a lack of documentation and a design system. To address both issues, I began the creation of a sitemap to visualize the relationships between the main pages. Concurrently, I captured screenshots and identified areas that raised concerns or needed further investigation.

After gathering a significant amount of data, I observed numerous inconsistencies within Unity. To systematically document these problems, I meticulously audited every component across all pages and developed a comprehensive worksheet. This process not only highlighted all the issues but also pinpointed their locations for future fixes.

The Dewey Decimal System

A large part of my audit involved revising the messaging for our tooltips. My task was to establish more effective messaging standards. As with my previous approach, I carefully audited each page, identifying all tooltip instances within Unity such as:

  • Location within Unity
  • Location on the page
  • Mouse event to activate tooltip
  • Tooltip type
  • Message type

I then categorized my findings, and within those categories, I looked for patterns. From these patterns, I developed a coding system to streamline the tracking and identification of our existing tooltips. This same categorization and coding were applied to the new messaging standards. By condensing the messages into a concise code, it became more straightforward for developers to locate specific message templates.

Design Wiki

A challenge emerged when we attempted to standardize both the Component Library and the tooltip messaging: Unity did not have a clear resource for all this information. Using Confluence, I created documentation for all our active components, highlighting those that were outdated, and provided specifications for the development team.

Customer Workflow

During my audit, I observed an absence of workflow documentation. Collaborating with the Business Analyst, Relationship Managers, and Product Owner, we jointly crafted a detailed Chapter 7 Trustee workflow, outlining how their requirements corresponded with Unity.

Component Library

Software
Figma
(Switched from Sketch)

Another task was streamlining Unity's component library. Leveraging my audit, I eliminated components that had become obsolete. For any component with multiple variations, I utilized the refined Library to establish foundational standards for upcoming projects.