Project Info:

US Bank utilized a sophisticated auditing tool to monitor credit card transactions and optimize shipping/freight routes for financial efficiency. To enhance tool usability and reporting clarity without causing cognitive overload, I collaborated with designers to determine essential fields and intuitive categorization. My role involved refining the language for easy field identification and providing clear usage instructions. I executed content strategy and developed microcopy for the tool, allowing auditors to rapidly generate reports while avoiding clutter and confusion. This lead to streamlined audit processes and improved credit card expense management.

Project Details:

• Industry:Banking and Fintech
• Areas served:United States