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BondLink

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Award-Winning Works

At BondLink, I was one half of the founding design team. BondLink is a company at the intersection of fintech, govtech, and civiltech with the mission of helping municipal issuers have better bond sales and lower their cost of issuance. The company started in 2016 with a a small development team who used a Bootstrap 3 template for their flagship product. After they raised their Series A, they hired my boss and me as the only UX and product designers. Everything from the design system to the corporate site to the product suite was created by us. We're proud to say that after the company hired us, BondLink won multiple awards.

Designing the Product Suite

We started out by redesigning the flagship product, the Issuer Sites (an investor relations templated platform) and Issuer Portal (the template/site content management system) for our Issuer-users, governments and other municipal bond issuers. We even wrote some of the HTML and CSS rules, utilizing VSCode and Storybook, when the front-end team was low on bandwidth.

After the Issuer Sites, we designed the Investor Portal, an investor intelligence platform for the buy-side. Then, in the Issuer Portal, we designed Debt Data, a cloud-based, automated debt management tool—the first of its kind in the industry that won the Best Data Initiative of 2022 at the US Fintech Awards. The last large product we designed was for a new persona, institutional banks. Similar to the flagship product—the Sites and Portal—it was a deal marketing platform called BondLink Primary and its corresponding Deal Portal. In between those products, we conducted product research and user interviews, performed usability studies, iterated on the products, and added new features.

My boss and I approached the design process as partners, switching off leading different products and features. Every design was 100% responsive, working on mobile and desktop devices as well as every browser (even Internet Explorer for the 1.8% of our user base who used IE still). Read about a couple of the most significant products for which I led the design:

Full case study for Debt Data

Full case study for Investor Portal

Images below descriptions (first: BondLink's corporate site home page; second: a customer's Issuer Site home page; third-seventh: parts of the Issuer Portal; eighth: Investor Portal dashboard; 9th-12th: parts of Debt Data; 13th-15th: parts of the Deal Portal; 16th: a mock up of a BondLink Primary page; 17th: a customer's bond sale calendar).

BondLink's corporate site v.3
Redesign of the flagship product, Issuer Sites
Redesign of the dashboard of the site management platform called Issuer Portal
Site Activity analytics in the Issuer Portal
Place to add new documents to a site in Issuer Portal
The modal that opens when trying to edit an already added document in Issuer Portal
How issuer-users can review changes made to their sites by other users on their account
Investor Portal Dashboard
The Summary tab on the Debt Profile section of Debt Data
Series Data detail page for a bond sale series under the Data Management section in Debt Data
The CUSIP-6 Data page under the Data Management section of Debt Data
The Settings section of Debt Data
The dashboard of the deal marketing management platform called Deal Portal
CRM in the Deal Portal
Deal File in the Deal Portal where banker-users can manage all info related to their current and archived deals
BondLink Primary Bond Sale Calendar
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Product Management

Because BondLink is a startup, I had the opportunity to wear many hats and stepped up to do tasks outside of design. As I mentioned, I wrote the basic foundation for many of the elements and components in our design system. More significantly, I took on a role as a part time product manager on top of my duties as principal product designer during my last two years there.

Coming Soon: Read about two significant projects I led that eliminated bottlenecks in the signup process and improved our customers' workflows by 70%.

Data Visualization

BondLink provides their customers with municipal market financial data, analytics, and insights. With the number of cool data visualizations we designed, I learned a ton about how to convey complex information in a visual, clear way for a variety of screen sizes. Some projects outside of the ones I've already shown included:

Market Insights and Data: a section in the portals for all our personas that showed different events and metrics in the market, powered by our data partners Bond Buyer, Municipal Market Analytics, MMC, and Intercontinental Exchange.

Deal View: a day-of-issuance page for bankers and issuers that gives real time updates on how their bond sale is performing.

Third Party Platform Integrations (TMC Bonds, Fidelity, and more): a lite version of our issuer sites product that third party partners plugged into their own products for investors to use during research. Almost every market intelligence platform focuses heavily on the numbers, while BondLink provided color on issuers' plans, team, goals, projects, etc. in their own words.

Secondary Market Trading (on the roadmap, not in production): a section in all the portals that shows secondary market trading activity. The presentation and kind of data shown is dynamic, specific to and relevant for the audience—investors, issuers, advisors, or bankers—because each user group needs the information for different use cases. E.g., investors use it for their portfolios; issuers for surveillance; advisors and bankers for future bond sale preparation, pricing and forecasting, etc.

Image order below (first: market insights and data; second: third party integration; third: deal view; fourth: secondary trades summary; fifth: secondary trades detailed activity; sixth and seventh: third party integration).

Market Conditions powered by our data partners
Deal View page
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