From Fragmented Tools to a Cohesive System
Sales Overview evolved from a collection of ad-hoc reports into a unified platform. By leading the development of a scalable design system, I helped standardize UI patterns, streamline workflows, and establish a foundation for consistent, future-ready internal tools.
Role
Senior Product Designer
Company
First Trust Portfolios
Timeframe
2023 — 2025
The Challenge
Inconsistent Layouts
Multiple dev teams worked independently, creating mismatched layouts and UI styles across pages.
Adoption Barriers
Users struggled to navigate dense, inconsistent tools despite their reporting value.
No Shared System
First Trust lacked a design system, forcing one-off fixes instead of scalable solutions.
Sales Overview needed more than visual polish — it needed a system to unify how tools were designed, built, and maintained.
Team
Dan Opdyke
Product Manager / Developer
Leighton Shallenburger
Developer
Ellen Pong
Developer
Josiah Pederson
Developer
Liese Erb
Developer
Paul Haefliger
Developer
Tyler Otte
Developer
Andrea Tyson
Developer
Claire Wagner
Developer
Drew Baker
Senior Product Designer
Designing Consistency at Scale
See how Sales Overview evolved from a patchwork of reports into a unified system — and how I built the design foundation to support it.
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