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SVG Go - Account Groups
Role: Lead Product Designer
I led the design of the Account Groups feature from concept to delivery, aligning cross-functional stakeholders and integrating it into the broader reporting experience and design system.
What Problem Was I Solving?
- Users managing 50+ accounts had no way to segment or group accounts logically
- Workarounds included downloading CSVs and manual filtering in Excel
- This limited visibility, slowed down reporting, and increased risk of human error
How We Validated the Design
- Interviewed finance teams from large client organizations to identify grouping patterns and naming conventions
- Partnered with Customer Success to review pain points and “wish list” features from client feedback
- Conducted usability testing on early prototypes to validate group creation, editing, and filtering workflows
- Ran internal stakeholder walkthroughs (PMs, engineers, data, risk) to align on functionality and edge cases
- Incorporated validation logic and permission scenarios into early wireframes
My Contributions
- Led ideation and UX for the Account Groups concept, including mental models, flows, and edge cases
- Designed wireframes and high-fidelity prototypes showing how users could create, manage, and apply account groups
- Facilitated pre-dev handoff sessions and partnered with engineering to scope v1 vs future iterations
- Documented interaction rules and states to integrate into our design system for future reusability
- Advocated for integration of Account Groups across multiple pods (e.g., Cards, Admin Permissions)
For our larger clients, managing reporting across dozens—or even hundreds—of accounts was tedious and error-prone. To support these users, I designed the Account Groups component, which allowed clients to group multiple accounts into reusable segments for easier reporting, filtering, and visibility. This improved workflows for finance admins, treasury teams, and analysts who needed faster access to categorized financial data.
