01 · Overview
Summer with Amazon
As a UX Design Intern at AWS FinTech, I redesigned the input management experience for financial planning, transforming a third-party legacy system into an AI-enhanced experience within the Uno platform. This details my journey of research, ideation, and design that contributed to AWS FinTech's broader AI transformation initiative.
Generate commentary with AI and review history of adjustments
Model different financial scenarios to present to leadership
02 · Context
AWS FinTech's AI Vision: Uno
Uno is AWS FinTech's central portal that provides a unified experience by intelligently connecting various financial applications. It serves as the gateway into AWS FinTech's suite of tools.
Dashboard
Personalized widgets from authoritative data sources
Jarvis
GenAI-powered assistant for finance users
Product Hub
Centralized navigation for all AWS FinTech products
Uno — Dashboard
Jarvis — GenAI assistant
Product Hub
AWS FinTech's AI Transformation
AWS FinTech is pivoting toward an AI-first experience to address several challenges. It was estimated that the current architecture of the third-party system can perform efficiently until the upcoming operational planning cycle in 2026, and can potentially cause more inaccurate data reporting in Finance teams.
This transformation aims to reduce time spent on routine tasks from hours to minutes, allowing finance teams to focus on driving actionable insights rather than data gathering and manipulation.
78%
Success rate in cost allocations back 2024
90%
Data growth in the system pushing it beyond capacity
03 · The Challenge
Legacy System Limitations
Finance teams were struggling with an outdated system that had accumulated decades of workarounds and patches. Users were making hundreds of manual entries through inefficient processes with zero real-time feedback, leading to errors and coordination challenges.
Legacy Architecture
A massive, complex spreadsheet system that's accumulated 40 years of workarounds and patches
System Problem
Explosive data growth from new AWS services overwhelming the system with the volume of changes
Investigation Opportunity
What are users actually doing in this system? How are they making inputs?
04 · Research
Understanding Financial Input Management
I conducted 8 user interviews across different finance teams to understand their workflows, pain points, and needs. I wanted to look more at a microscopic level to debrief and understand what problem is each user facing. This was an opportunity for me to see any patterns or trends across the finance space.
Key Findings
Cognitive Overload
Complex interface causing oversight errors across financial inputs
Collaboration Blindness
No visibility into what others have changed or are currently working on
Waiting Game
Hours or days to verify changes and inputs with no real-time feedback loop
Tribal Knowledge
Critical processes existing only in individual experts' heads, creating fragility
05 · The Opportunity
The Opportunity
With research synthesized and pain points clearly mapped, the design opportunity came into focus.
How Might We
How might we design an intelligent input management system for Uno that enables confident, coordinated, and validated financial decisions in real-time?
06 · Ideation
Reimagining with AI
To ground my design decisions, I explored how AI has been successfully integrated into other complex systems. Through desk research, I identified five recurring interaction patterns that illustrate how AI can assist, predict, and collaborate with users. These patterns became a framework for evaluating which approaches would bring the most value to financial input management.
Current Workflow
Mapping the existing workflow against the proposed AI-enhanced version highlighted the stark contrast between manual inefficiencies and automated possibilities. I mapped the current workflow where users:
- 1Perform manual calculations in private spreadsheets
- 2Review and publish numbers to the system
- 3Wait for processing with no immediate feedback
Current workflow
AI-Enhanced Workflow
I identified specific agentic AI intervention points and showed how real-time validation, collaborative visibility, and scenario modeling could replace waiting and guesswork. Through conversations with product managers, I confirmed our shared understanding of the existing process and validated the proposed workflow against their long-term vision. This alignment ensured the design was grounded in both user realities and leadership priorities.
AI-enhanced workflow
Workflow alignment with product management
07 · Designs
Designing AI-Enhanced Input Management in Uno
From a wide range of user pain points, I narrowed the design scope to two high-impact flows where the experience broke down most.
Adjustments
Gives users the ability to make financial adjustments with built-in documentation
Scenario Analysis
Allows users to create and compare multiple scenarios side-by-side
Meet Laura
A Finance Analyst managing large-scale cost allocations. With AI, Laura's hours of manual work shrink to minutes.
Laura's current experience — manual cost segment adjustments
Calculations
AI-assisted recalculations that surface cost segment adjustments instantly
Documentation
Auto-generated commentary and an audit trail for every input change
Review
Validation summaries and history so teams can approve with confidence
Adjustments UI
Scenario Analysis UI
Modeling
Build and compare financial scenarios with AI-generated projections
In-Depth Analysis
Conversational AI to surface trade-offs and insights within each scenario
Options
Side-by-side comparison views to present clear choices to leadership
Scenario Analysis — building trade-off comparisons for leadership
User Feedback
User testing feedback acted as a compass for refinement and validation. Hearing directly from finance analysts about what built trust — transparency, validation summaries, and manual override options — was vital for ensuring adoption.
Strong Adoption Intent
Users rated the solution 8/10 for likelihood to adopt
Dual Control Model
Users appreciated having both AI assistance and manual override options
Trust Requirements
Users needed source attribution and process visibility to trust AI-generated insights
Enhancement Requests
Users asked for validation summaries, batch publishing controls, and flexible comparison views
08 · Retrospective
Retrospective
Together, these contributions bridged legacy processes with modern, AI-first practices to ensure that the solutions were not only innovative but also aligned with broader organizational initiatives.
AI Patterns
Socializing AI interaction patterns, benefiting designers across AWS FinTech and getting visibility from leaders
System Migration Strategy
Research insights informing Project Atlas migration strategy, relayed over to leadership
Setting the Foundation
Design solutions bridging legacy and AI-first experiences across AWS FinTech
AI interaction patterns presented to product leadership
Personal Growth
This project challenged me to grow far beyond my comfort zone as a designer. I learned to think in systems, understanding how a single change in one corner of the workflow could ripple across teams and influence business outcomes. I developed domain knowledge in complex financial planning practices, giving me the confidence to design with credibility in a space that was entirely new to me. Most importantly, I honed my storytelling skills — learning to communicate through narratives that made abstract processes tangible.