Making financial info more accessible
Simplifying financial self-service through a complete content and experience refresh.
Company
Dell
Role
Principal UX Writer
Focus
Content Strategy, UX Writing, Financial Self-Service
Clarity for everyday financial tasks
MyFinancials helps customers access their accounts, view and download invoices, dispute invoices, makes promises to pay, and export lists. I worked on the design system migration to Dell Design System 1.6, paired with an end-to-end content and UX refresh to make these everyday financial tasks simpler and clearer.
Making important actions easier to understand
Clearer journeys
- Simplified language for complex financial information
- Clearer calls to action and next steps
- Help users find and complete tasks with confidence
Helpful feedback
- Set clear expectations throughout the process
- Meaningful confirmation and status messages
- Guidance for more error scenarios and how to fix them
Consistent patterns
- Aligned with Dell Design System 1.6
- Consistent tone and terminology across all financial tasks
- Reusable content patterns for scalable and maintainable experiences
Refreshing the financial self-service experience
Login page
Before
Existing login experience with scope of clearer messaging and guidance.
After
Refreshed login experience with clearer content, improved hierarchy, and simpler entry point for existing and new users.
Invoice dispute
Before
Existing dispute flow with dense options and limited guidance,
After
Refreshed dispute experience with clearer reasons, better structure, and improved status communication.
Upload receipt and attachments
Before
Existing screens with very confusing structure and upload options.
After
Refreshed experience with clear structure, fields, and upload attachment experiences.
Empty state screen
Micro feedback
More than a design system migration
This work focused on creating a more understandable and usable self-service experience across key financial tasks. Beyond the migration to Dell Design System 1.6, the project reinforced how clear content, feedback, and consistent interaction patterns can reduce friction in complex financial workflows.
